2023 Form 5500 filing — Asbestos Workers Local 8 Retirement Trust 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 20250317133007NAL0002963376001) for Asbestos Workers Local 8 Retirement Trust Plan, reported by Asbestos Workers Local 8 Retirement Trust Plan under EIN 31-6131266 and plan number 001. It reports 451 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250317133007NAL0002963376001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Asbestos Workers Local 8 Retirement Trust Plan
- EIN
- 31-6131266
- Plan number
- 001
- Location
- Lexington, KY
- Participants
- 451
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,455,765
- Total liabilities (EOY)
- $24,101
- Net assets (EOY)
- $20,431,664
- Employer contributions
- $2,204,451
- Total income / additions
- $4,993,103
- Benefits paid
- $6,123,866
- Administrative expenses
- $205,626
- Total expenses
- $6,329,492
- Net increase / (decrease)
- -$1,336,389
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Crs Inc | ACTUARY | $49,041 | not reported in the loaded dataset |
| Andco Consulting | INVESTMENT CONSULTANT | $31,500 | not reported in the loaded dataset |
| Umr | CONTRACT ADMINISTRATOR | $18,999 | not reported in the loaded dataset |
| Herzfeld Suetholz Gastel Leniski | ATTORNEY | $14,633 | not reported in the loaded dataset |
| Frank N Hestand Cpa Psc | AUDITOR | $12,000 | not reported in the loaded dataset |
| Mangano Law Offices Lp | ATTORNEY | $9,552 | not reported in the loaded dataset |
| Fifth Third Bank | CUSTODIAN | $7,500 | not reported in the loaded dataset |
| American Core Realty | INVESTMENT MANAGEMENT | $6,616 | not reported in the loaded dataset |