2023 Form 5500 filing — Allied Workers Local 48 Annuity 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 20250414131507NAL0000754355001) for Allied Workers Local 48 Annuity Plan, reported by Allied Workers Local 48 Annuity Pl Board Of Trustees under EIN 45-4606516 and plan number 001. It reports 603 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414131507NAL0000754355001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Allied Workers Local 48 Annuity Pl Board Of Trustees
- EIN
- 45-4606516
- Plan number
- 001
- Location
- Goodlettsville, TN
- Participants
- 603
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,083,086
- Total liabilities (EOY)
- $15,544
- Net assets (EOY)
- $11,067,542
- Employer contributions
- $1,133,191
- Total income / additions
- $2,576,270
- Benefits paid
- $278,339
- Administrative expenses
- $100,801
- Total expenses
- $379,140
- Net increase / (decrease)
- $2,197,130
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Life Insurance Company | NONE | $48,362 | $0 |
| Southern Benefit Administrators Inc | NONE | $18,408 | not reported in the loaded dataset |
| Daniels, Irwin & Aylor | NONE | $13,850 | not reported in the loaded dataset |
| Morgan Stanley Wealth Management | NONE | $9,000 | not reported in the loaded dataset |
| Quinn Connor Weaver Davies & Rouco | NONE | $1,176 | not reported in the loaded dataset |