Asbestos Workers Local 84 Annuity Plan — Form 5500 plan (Asbestos Workers Local 84 Annuity Plan)
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, Asbestos Workers Local 84 Annuity Plan is a benefit plan reported by Asbestos Workers Local 84 Annuity Plan under EIN 34-1540318 and plan number 001. The latest loaded filing year is 2023. The filing reports 273 participants and $11,867,790 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Asbestos Workers Local 84 Annuity Plan
- EIN
- 34-1540318
- Plan number
- 001
- Plan type
- 1
- Location
- Indianapolis, IN
- Latest filing year
- 2023
- Participants
- 273
- End-of-year plan assets
- $11,867,790
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 273 | H, C | 20241010120009NAL0020031889004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,867,790
- Total liabilities (EOY)
- $644
- Net assets (EOY)
- $11,867,146
- Net assets (BOY)
- $9,606,320
Income & contributions
- Employer contributions
- $1,352,223
- Total contributions
- $1,352,223
- Total income / additions
- $3,147,422
Expenses & distributions
- Benefits paid
- $679,499
- Administrative expenses
- $207,097
- Total expenses
- $886,596
- Net increase / (decrease)
- $2,260,826
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Retirement Services | INVESTMENT CUSTODIAN | $36,650 | $0 | 2023 |
| Healthscope Benefits, Inc. | THIRD PARTY ADMINISTRATOR | $14,277 | not reported in the loaded dataset | 2023 |
| Ubs Financial Services, Inc. | INVESTMENT CONSULTANT | $12,000 | not reported in the loaded dataset | 2023 |
| Macala & Piatt, LLC | ATTORNEY | $11,271 | not reported in the loaded dataset | 2023 |
| Yurchyk & Davis Cpa'S, Inc. | AUDITOR | $8,900 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Asbestos Workers Local 84 Annuity Plan
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Indianapolis, IN
- John Hancock Retirement Services — Schedule C compensation
- Healthscope Benefits, Inc. — Schedule C compensation
- Ubs Financial Services, Inc. — Schedule C compensation
- Macala & Piatt, LLC — Schedule C compensation
- Yurchyk & Davis Cpa'S, Inc. — Schedule C compensation