2023 Form 5500 filing — Insulators Local No. 23 Annuity 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 20250509135319NAL0030013506001) for Insulators Local No. 23 Annuity Fund, reported by Insulators Local No. 23 Annuity Fund under EIN 25-1586636 and plan number 002. It reports 383 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250509135319NAL0030013506001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Insulators Local No. 23 Annuity Fund
- EIN
- 25-1586636
- Plan number
- 002
- Location
- Grantville, PA
- Participants
- 383
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,668,109
- Total liabilities (EOY)
- $3,330
- Net assets (EOY)
- $33,664,779
- Employer contributions
- $1,158,571
- Total income / additions
- $5,447,792
- Benefits paid
- $4,474,558
- Administrative expenses
- $207,597
- Total expenses
- $4,682,155
- Net increase / (decrease)
- $765,637
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirement Plan | NONE | $104,475 | $0 |
| Graystone Investment Group | NONE | $30,000 | not reported in the loaded dataset |
| Insulators Local 23 | LOCAL UNION | $28,725 | not reported in the loaded dataset |
| Jbm Computer Consultants | NONE | $11,153 | not reported in the loaded dataset |
| Willig Williams & Davidson | NONE | $8,934 | not reported in the loaded dataset |
| Alan Ross & Company, Pc | NONE | $8,800 | not reported in the loaded dataset |