Insulators Local No. 2 Welfare Fund — Form 5500 plan (Board Of Trustees Insulators Local No. 2 Welfare Fund)
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 No. 2 Welfare Fund is a benefit plan reported by Board Of Trustees Insulators Local No. 2 Welfare Fund under EIN 25-6030310 and plan number 501. The latest loaded filing year is 2023. The filing reports 743 participants and $26,546,529 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Insulators Local No. 2 Welfare Fund
- EIN
- 25-6030310
- Plan number
- 501
- Plan type
- 1
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
- Participants
- 743
- End-of-year plan assets
- $26,546,529
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 743 | H, C | 20241015155330NAL0050295808001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,546,529
- Total liabilities (EOY)
- $2,025,720
- Net assets (EOY)
- $24,520,809
- Net assets (BOY)
- $24,619,912
Income & contributions
- Employer contributions
- $9,239,047
- Participant contributions
- $1,718,010
- Total contributions
- $10,957,057
- Total income / additions
- $13,146,704
Expenses & distributions
- Benefits paid
- $12,799,523
- Administrative expenses
- $446,284
- Total expenses
- $13,245,807
- Net increase / (decrease)
- -$99,103
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Central Data Services, Inc. | NONE | $304,531 | not reported in the loaded dataset | 2023 |
| Highmark | NONE | $116,370 | $0 | 2023 |
| Manning & Napier | NONE | $91,415 | $0 | 2023 |
| Hawley Consulting Group | NONE | $50,000 | not reported in the loaded dataset | 2023 |
| Diclaudio & Kramer, LLC | NONE | $32,330 | not reported in the loaded dataset | 2023 |
| Meyer, Unkovic & Scott | NONE | $23,427 | not reported in the loaded dataset | 2023 |
| Intercontinental Real Estate Corp. | NONE | $22,992 | not reported in the loaded dataset | 2023 |
| Delta Dental | NONE | $21,870 | not reported in the loaded dataset | 2023 |
| Pnc Bank, N.A. | NONE | $18,538 | $0 | 2023 |
| Andco Consulting, LLC | NONE | $18,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Insulators Local No. 2 Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Pittsburgh, PA
- Central Data Services, Inc. — Schedule C compensation
- Highmark — Schedule C compensation
- Manning & Napier — Schedule C compensation
- Hawley Consulting Group — Schedule C compensation
- Diclaudio & Kramer, LLC — Schedule C compensation
- Meyer, Unkovic & Scott — Schedule C compensation
- Intercontinental Real Estate Corp. — Schedule C compensation
- Delta Dental — Schedule C compensation
- Pnc Bank, N.A. — Schedule C compensation
- Andco Consulting, LLC — Schedule C compensation