Insulators Local 23 Pension Plan — Form 5500 plan (Insulators Local 23 Pension Fund Board Of Administration)
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 Local 23 Pension Plan is a benefit plan reported by Insulators Local 23 Pension Fund Board Of Administration under EIN 23-1990729 and plan number 001. The latest loaded filing year is 2023. The filing reports 386 participants and $65,752,190 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Insulators Local 23 Pension Fund Board Of Administration
- EIN
- 23-1990729
- Plan number
- 001
- Plan type
- 1
- Location
- Grantville, PA
- Latest filing year
- 2023
- Participants
- 386
- End-of-year plan assets
- $65,752,190
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 386 | H, C | 20250514100155NAL0018997329001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $65,752,190
- Total liabilities (EOY)
- $5,833
- Net assets (EOY)
- $65,746,357
- Net assets (BOY)
- $59,567,718
Income & contributions
- Employer contributions
- $3,159,395
- Total contributions
- $3,266,905
- Total income / additions
- $11,164,113
Expenses & distributions
- Benefits paid
- $4,600,952
- Administrative expenses
- $384,522
- Total expenses
- $4,985,474
- Net increase / (decrease)
- $6,178,639
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| M&T Bank - Institutional Retiremen | NONE | $92,881 | $0 | 2023 |
| Insulators Local 23 | LOCAL UNION | $87,362 | not reported in the loaded dataset | 2023 |
| Graystone Investment Group | NONE | $70,000 | not reported in the loaded dataset | 2023 |
| Usi Consulting Group | NONE | $31,700 | not reported in the loaded dataset | 2023 |
| Aew Core Property Trust (Us) Inc | NONE | $29,073 | not reported in the loaded dataset | 2023 |
| Willig Williams & Davidson | NONE | $16,989 | not reported in the loaded dataset | 2023 |
| Jbm Computer Consultants | NONE | $12,065 | not reported in the loaded dataset | 2023 |
| Alan Ross & Company, Pc | NONE | $9,750 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Insulators Local 23 Pension Fund Board Of Administration
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Grantville, PA
- M&T Bank - Institutional Retiremen — Schedule C compensation
- Insulators Local 23 — Schedule C compensation
- Graystone Investment Group — Schedule C compensation
- Usi Consulting Group — Schedule C compensation
- Aew Core Property Trust (Us) Inc — Schedule C compensation
- Willig Williams & Davidson — Schedule C compensation
- Jbm Computer Consultants — Schedule C compensation
- Alan Ross & Company, Pc — Schedule C compensation