2023 Form 5500 filing — Asbestos Workers Local Union No 55 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 20241021101002NAL0001417281001) for Asbestos Workers Local Union No 55 Pension Plan, reported by Asbestos Workers Local Union No 55 under EIN 63-0474674 and plan number 001. It reports 250 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241021101002NAL0001417281001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Asbestos Workers Local Union No 55
- EIN
- 63-0474674
- Plan number
- 001
- Location
- Mobile, AL
- Participants
- 250
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,715,035
- Total liabilities (EOY)
- $21,600
- Net assets (EOY)
- $13,693,435
- Employer contributions
- $475,669
- Total income / additions
- $2,867,038
- Benefits paid
- $1,245,218
- Administrative expenses
- $174,049
- Total expenses
- $1,419,267
- Net increase / (decrease)
- $1,447,771
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Highland Capital Management | INVESTMENT MANAGER | $42,336 | not reported in the loaded dataset |
| Wells Fargo | INVESTMENT MANAGER | $36,863 | not reported in the loaded dataset |
| Osborn, Carreiro & Associates | ACTUARY | $18,000 | not reported in the loaded dataset |
| Compusys Of Utah | CONTRACT ADMINISTRATOR | $10,680 | not reported in the loaded dataset |
| Ceresa M Frenkel Pc | ACCOUNTANT | $10,000 | not reported in the loaded dataset |
| Kimberly C Walker Pc | ATTORNEY | $8,738 | not reported in the loaded dataset |