2023 Form 5500 filing — Insulators Local 23 Pension 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 20250514100155NAL0018997329001) for Insulators Local 23 Pension Plan, reported by Insulators Local 23 Pension Fund Board Of Administration under EIN 23-1990729 and plan number 001. It reports 386 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250514100155NAL0018997329001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Insulators Local 23 Pension Fund Board Of Administration
- EIN
- 23-1990729
- Plan number
- 001
- Location
- Grantville, PA
- Participants
- 386
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $65,752,190
- Total liabilities (EOY)
- $5,833
- Net assets (EOY)
- $65,746,357
- Employer contributions
- $3,159,395
- Total income / additions
- $11,164,113
- Benefits paid
- $4,600,952
- Administrative expenses
- $384,522
- Total expenses
- $4,985,474
- Net increase / (decrease)
- $6,178,639
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| M&T Bank - Institutional Retiremen | NONE | $92,881 | $0 |
| Insulators Local 23 | LOCAL UNION | $87,362 | not reported in the loaded dataset |
| Graystone Investment Group | NONE | $70,000 | not reported in the loaded dataset |
| Usi Consulting Group | NONE | $31,700 | not reported in the loaded dataset |
| Aew Core Property Trust (Us) Inc | NONE | $29,073 | not reported in the loaded dataset |
| Willig Williams & Davidson | NONE | $16,989 | not reported in the loaded dataset |
| Jbm Computer Consultants | NONE | $12,065 | not reported in the loaded dataset |
| Alan Ross & Company, Pc | NONE | $9,750 | not reported in the loaded dataset |