2023 Form 5500 filing — Asbestos Workers Local 18 Retired Employees Separate Account Trust 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 20250212161507NAL0021463089001) for Asbestos Workers Local 18 Retired Employees Separate Account Trust Fund, reported by Board Of Trustees-Asbestos Workers Local 18 Resa Trust Fund under EIN 35-1906643 and plan number 501. It reports 599 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250212161507NAL0021463089001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees-Asbestos Workers Local 18 Resa Trust Fund
- EIN
- 35-1906643
- Plan number
- 501
- Location
- Indianapolis, IN
- Participants
- 599
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,947,353
- Net assets (EOY)
- $4,947,353
- Employer contributions
- $812,503
- Total income / additions
- $1,113,078
- Benefits paid
- $622,618
- Administrative expenses
- $64,294
- Total expenses
- $686,912
- Net increase / (decrease)
- $426,166
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Healthscope Benefits | NONE | $20,845 | not reported in the loaded dataset |
| L.M. Henderson & Company, Llp | NONE | $10,550 | not reported in the loaded dataset |
| Ledbetter Parisi, LLC | NONE | $5,930 | not reported in the loaded dataset |