2023 Form 5500 filing — Asbestos Workers Local 75 Indiana Retirement 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 20241213161506NAL0021108448001) for Asbestos Workers Local 75 Indiana Retirement Fund, reported by Intl Assoc Of Heat And Frost Ins. & Asb. Wkrs 75 under EIN 35-2150963 and plan number 001. It reports 418 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241213161506NAL0021108448001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Intl Assoc Of Heat And Frost Ins. & Asb. Wkrs 75
- EIN
- 35-2150963
- Plan number
- 001
- Location
- South Bend, IN
- Participants
- 418
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,890,289
- Total liabilities (EOY)
- $24,996
- Net assets (EOY)
- $11,865,293
- Employer contributions
- $1,245,163
- Total income / additions
- $2,934,405
- Benefits paid
- $2,097,947
- Administrative expenses
- $132,488
- Total expenses
- $2,230,435
- Net increase / (decrease)
- $703,970
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Old National Wealth Management | NONE | $44,532 | not reported in the loaded dataset |
| Benefit Plan Administration Service | NONE | $41,059 | $0 |
| Johnson & Krol | NONE | $21,305 | not reported in the loaded dataset |
| Legacy Professionals, Llp | NONE | $13,601 | not reported in the loaded dataset |
| Hunts Insurance Group | NONE | $0 | $6,957 |