Plan5500

2023 Form 5500 filing — Insulators Local No. 27 Pension Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015110019NAL0014446019006) for Insulators Local No. 27 Pension Plan, reported by Insulators Local No 27 under EIN 43-0337343 and plan number 001. It reports 412 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015110019NAL0014446019006
Filing year
2023
Form type
1
Plan sponsor
Insulators Local No 27
EIN
43-0337343
Plan number
001
Location
Independence, MO
Participants
412
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$54,197,839
Net assets (EOY)
$54,197,839
Employer contributions
$3,792,778
Total income / additions
$11,147,924
Benefits paid
$3,567,068
Administrative expenses
$325,232
Total expenses
$3,892,300
Net increase / (decrease)
$7,255,624
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Financial Engines, Inc.INVESTMENT ADVISOR$137,015not reported in the loaded dataset
Douthit Frets Rouse Gentile RhodesATTORNEY$44,647not reported in the loaded dataset
Cbiz Retirement Plan ServicesTHIRD PARTY ADMINISTRATOR$28,350not reported in the loaded dataset
Cbiz Retirement Plan ServicesACTUARY$20,850not reported in the loaded dataset
Charles SchwabINVESTMENT CUSTODIAN$19,040not reported in the loaded dataset
Novak Birks, P.C.AUDITOR$16,035not reported in the loaded dataset
Mertz Insurance GroupINSURANCE BROKER$9,270not reported in the loaded dataset

Related Form 5500 pages