2023 Form 5500 filing — Asbestos Workers Locals 80 And 51 Supplemental 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 20250331145958NAL0005636001003) for Asbestos Workers Locals 80 And 51 Supplemental Pension Plan, reported by Bd Of Trustees Asbestos Workers Locals 80 And 51 Supplemental Pension under EIN 52-1863206 and plan number 001. It reports 2,771 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 1 · 2023
Filing snapshot
Net assets (EOY)$45.5MReported net assets$45,541,968
Participants2.8K2,771
Provider compensation$693.6K5 Schedule C row(s)$693,573
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250331145958NAL0005636001003
- Plan sponsor
- Bd Of Trustees Asbestos Workers Locals 80 And 51 Supplemental Pension
- EIN
- 52-1863206
- Plan number
- 001
- Location
- Pembroke Pines, FL
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$45.5M total assets
Net assets$45.5MLiabilities$5.5K
Full reported line items
- Total assets (EOY)
- $45,547,425
- Total liabilities (EOY)
- $5,457
- Net assets (EOY)
- $45,541,968
- Employer contributions
- $5,439,315
- Total income / additions
- $11,477,555
- Benefits paid
- $6,080,226
- Administrative expenses
- $711,419
- Total expenses
- $6,791,645
- Net increase / (decrease)
- $4,685,910
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $489,135 | not reported in the loaded dataset |
| National Employee Benefits Administ | NONE | $120,600 | not reported in the loaded dataset |
| O'Donoghue & O'Donoghue | NONE | $29,105 | not reported in the loaded dataset |
| Investment Performance Services | NONE | $27,500 | $0 |
| Calibre Cpa Group, Pllc | NONE | $27,233 | not reported in the loaded dataset |