Plan5500

Insulators And Allied Workers Local No. 46 Annuity Fund — Form 5500 plan (Board Of Trustees - Insulators And Allied Workers Local No. 46)

Plain-English plan 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, Insulators And Allied Workers Local No. 46 Annuity Fund is a benefit plan reported by Board Of Trustees - Insulators And Allied Workers Local No. 46 under EIN 20-4235805 and plan number 001. The latest loaded filing year is 2023. The filing reports 641 participants and $981,407 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees - Insulators And Allied Workers Local No. 46
EIN
20-4235805
Plan number
001
Plan type
1
Location
Goodlettsville, TN
Latest filing year
2023
Participants
641
End-of-year plan assets
$981,407

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023641H, C20241012153006NAL0041886048001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$981,407
Total liabilities (EOY)
$607
Net assets (EOY)
$980,800
Net assets (BOY)
$938,193

Income & contributions

Total income / additions
$106,083

Expenses & distributions

Benefits paid
$20,532
Administrative expenses
$42,944
Total expenses
$63,476
Net increase / (decrease)
$42,607

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Southern Benefit AdministratorsNONE$22,182not reported in the loaded dataset2023
Branstetter, Stranch & JenningsNONE$5,600not reported in the loaded dataset2023
Daniels, Irwin & Aylor CpasNONE$4,850not reported in the loaded dataset2023
Mutual FundsNONE$0$02023

Related Form 5500 pages