2023 Form 5500 filing — National Asbestos Workers Pension 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 20250408110441NAL0035504610001) for National Asbestos Workers Pension Fund, reported by Board Of Trustees Of The National Asbestos Workers Pension Fund under EIN 52-6038497 and plan number 001. It reports 6,722 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250408110441NAL0035504610001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of The National Asbestos Workers Pension Fund
- EIN
- 52-6038497
- Plan number
- 001
- Location
- Pembroke Pines, FL
- Participants
- 6,722
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $564,427,343
- Total liabilities (EOY)
- $783,374
- Net assets (EOY)
- $563,643,969
- Employer contributions
- $43,520,293
- Total income / additions
- $93,621,809
- Benefits paid
- $61,086,729
- Administrative expenses
- $5,704,344
- Total expenses
- $66,791,073
- Net increase / (decrease)
- $26,830,736
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| National Employee Benefits Administ | NONE | $564,727 | not reported in the loaded dataset |
| Intercontinental Real Estate Corpor | NONE | $371,653 | not reported in the loaded dataset |
| The Segal Company | NONE | $354,275 | not reported in the loaded dataset |
| Boston Partners | NONE | $268,853 | not reported in the loaded dataset |
| Janus Henderson | NONE | $196,495 | not reported in the loaded dataset |
| O'Donoghue & O'Donoghue | NONE | $195,156 | not reported in the loaded dataset |
| Investment Performance Services | NONE | $175,000 | not reported in the loaded dataset |
| National Investment Services | NONE | $124,175 | not reported in the loaded dataset |
| Hardman Johnston | NONE | $117,622 | not reported in the loaded dataset |
| Pnc | NONE | $99,264 | $0 |
| Great Lakes | NONE | $99,079 | not reported in the loaded dataset |
| Calibre Cpa Group, Pllc | NONE | $75,963 | not reported in the loaded dataset |
| State Street Global Advisors | NONE | $24,348 | not reported in the loaded dataset |
| Top Drawer Media Solutions | NONE | $18,787 | not reported in the loaded dataset |
| Abel Noser | NONE | $5,513 | not reported in the loaded dataset |