2023 Form 5500 filing — Insulators Local 41 Retiree Insurance 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 20250411180526NAL0023695617003) for Insulators Local 41 Retiree Insurance Fund, reported by Board Of Trustees Insulators Local 41 Retiree Insurance Fund under EIN 20-4957423 and plan number 501. It reports 127 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250411180526NAL0023695617003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Insulators Local 41 Retiree Insurance Fund
- EIN
- 20-4957423
- Plan number
- 501
- Location
- Holland, OH
- Participants
- 127
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $908,841
- Total liabilities (EOY)
- $79
- Net assets (EOY)
- $908,762
- Employer contributions
- $231,810
- Total income / additions
- $272,683
- Benefits paid
- $275,145
- Administrative expenses
- $38,065
- Total expenses
- $313,210
- Net increase / (decrease)
- -$40,527
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northwestern Ohio Administrators | NONE | $15,035 | $0 |
| Whitinger & Company LLC | NONE | $10,050 | $0 |
| Allota Farley Co Lpa | NONE | $8,077 | $0 |