2023 Form 5500 filing — Asbestos Workers L 24 Pen Fd Def Benefit 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 20250413134533NAL0000200675001) for Asbestos Workers L 24 Pen Fd Def Benefit Plan, reported by Bd Tees Asbestos Wrks L 24 Pen Fd under EIN 52-6117923 and plan number 001. It reports 1,089 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250413134533NAL0000200675001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bd Tees Asbestos Wrks L 24 Pen Fd
- EIN
- 52-6117923
- Plan number
- 001
- Location
- Columbia, MD
- Participants
- 1,089
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $96,668,201
- Total liabilities (EOY)
- $40,206
- Net assets (EOY)
- $96,627,995
- Employer contributions
- $5,133,793
- Total income / additions
- $14,248,940
- Benefits paid
- $7,229,679
- Administrative expenses
- $641,082
- Total expenses
- $7,870,761
- Net increase / (decrease)
- $6,378,179
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Carday Associates | NONE | $111,202 | not reported in the loaded dataset |
| Kayne Anderson Rudnick Investment | NONE | $108,145 | $0 |
| Chevy Chase Trust Company | NONE | $90,967 | $0 |
| Bolton Partners, Inc. | NONE | $57,078 | not reported in the loaded dataset |
| Hardman Johnston Global Advisors | NONE | $51,541 | not reported in the loaded dataset |
| Dahab Associates, Inc. | NONE | $47,329 | not reported in the loaded dataset |
| Novak Francella, LLC | NONE | $30,560 | not reported in the loaded dataset |
| Mooney, Green, Saindon, Murphy, &We | NONE | $21,973 | not reported in the loaded dataset |
| Longfellow Investment Management C. | NONE | $10,370 | not reported in the loaded dataset |
| Bank Of Labor | NONE | $6,777 | not reported in the loaded dataset |