2023 Form 5500 filing — Insulators Local No. 2 Welfare Fund
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 20241015155330NAL0050295808001) for Insulators Local No. 2 Welfare Fund, reported by Board Of Trustees Insulators Local No. 2 Welfare Fund under EIN 25-6030310 and plan number 501. It reports 743 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015155330NAL0050295808001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Insulators Local No. 2 Welfare Fund
- EIN
- 25-6030310
- Plan number
- 501
- Location
- Pittsburgh, PA
- Participants
- 743
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,546,529
- Total liabilities (EOY)
- $2,025,720
- Net assets (EOY)
- $24,520,809
- Employer contributions
- $9,239,047
- Participant contributions
- $1,718,010
- Total income / additions
- $13,146,704
- Benefits paid
- $12,799,523
- Administrative expenses
- $446,284
- Total expenses
- $13,245,807
- Net increase / (decrease)
- -$99,103
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Central Data Services, Inc. | NONE | $304,531 | not reported in the loaded dataset |
| Highmark | NONE | $116,370 | $0 |
| Manning & Napier | NONE | $91,415 | $0 |
| Hawley Consulting Group | NONE | $50,000 | not reported in the loaded dataset |
| Diclaudio & Kramer, LLC | NONE | $32,330 | not reported in the loaded dataset |
| Meyer, Unkovic & Scott | NONE | $23,427 | not reported in the loaded dataset |
| Intercontinental Real Estate Corp. | NONE | $22,992 | not reported in the loaded dataset |
| Delta Dental | NONE | $21,870 | not reported in the loaded dataset |
| Pnc Bank, N.A. | NONE | $18,538 | $0 |
| Andco Consulting, LLC | NONE | $18,000 | not reported in the loaded dataset |