Asbestos Workers Local 84 Pension Plan — Form 5500 plan (Asbestos Workers Local 84 Pension)
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 Pension Plan is a benefit plan reported by Asbestos Workers Local 84 Pension under EIN 34-6009649 and plan number 001. The latest loaded filing year is 2023. The filing reports 196 participants and $26,020,769 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Asbestos Workers Local 84 Pension
- EIN
- 34-6009649
- Plan number
- 001
- Plan type
- 1
- Location
- Indianapolis, IN
- Latest filing year
- 2023
- Participants
- 196
- End-of-year plan assets
- $26,020,769
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 196 | H, C | 20241010124507NAL0011471891002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,020,769
- Total liabilities (EOY)
- $21,954
- Net assets (EOY)
- $25,998,815
- Net assets (BOY)
- $22,089,935
Income & contributions
- Employer contributions
- $1,774,571
- Total contributions
- $1,774,571
- Total income / additions
- $5,540,089
Expenses & distributions
- Benefits paid
- $1,426,259
- Administrative expenses
- $204,950
- Total expenses
- $1,631,209
- Net increase / (decrease)
- $3,908,880
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ancora Advisors | INVESTMENT ADVISOR | $95,322 | not reported in the loaded dataset | 2023 |
| Healthscope Benefits, Inc. | THIRD PARTY ADMINISTRATOR | $15,518 | not reported in the loaded dataset | 2023 |
| International Foundation Of Ebp'S | CONTINUING EDUCATION | $15,429 | not reported in the loaded dataset | 2023 |
| United Actuarial Services, Inc | ACTUARY | $14,000 | not reported in the loaded dataset | 2023 |
| Macala & Piatt LLC | ATTORNEY | $10,867 | not reported in the loaded dataset | 2023 |
| Pnc Bank | INVESTMENT CUSTODIAN | $10,062 | not reported in the loaded dataset | 2023 |
| Yurchyk & Davis Cpa'S Inc. | AUDITOR | $9,900 | not reported in the loaded dataset | 2023 |
| Fidelity Brokerage Services LLC | INVESTMENT CUSTODIAN | $8,552 | not reported in the loaded dataset | 2023 |
| Pbgc Premium | NONE | $7,175 | not reported in the loaded dataset | 2023 |
| Insulators 84 Combined Fund | COLLECTION FUND | $6,240 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Asbestos Workers Local 84 Pension
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Indianapolis, IN
- Ancora Advisors — Schedule C compensation
- Healthscope Benefits, Inc. — Schedule C compensation
- International Foundation Of Ebp'S — Schedule C compensation
- United Actuarial Services, Inc — Schedule C compensation
- Macala & Piatt LLC — Schedule C compensation
- Pnc Bank — Schedule C compensation
- Yurchyk & Davis Cpa'S Inc. — Schedule C compensation
- Fidelity Brokerage Services LLC — Schedule C compensation
- Pbgc Premium — Schedule C compensation
- Insulators 84 Combined Fund — Schedule C compensation