Asbestos Workers Local 18 Retired Employees Separate Account Trust Fund — Form 5500 plan (Board Of Trustees-Asbestos Workers Local 18 Resa Trust 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, Asbestos Workers Local 18 Retired Employees Separate Account Trust Fund is a benefit plan reported by Board Of Trustees-Asbestos Workers Local 18 Resa Trust Fund under EIN 35-1906643 and plan number 501. The latest loaded filing year is 2023. The filing reports 599 participants and $4,947,353 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees-Asbestos Workers Local 18 Resa Trust Fund
- EIN
- 35-1906643
- Plan number
- 501
- Plan type
- 1
- Location
- Indianapolis, IN
- Latest filing year
- 2023
- Participants
- 599
- End-of-year plan assets
- $4,947,353
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 599 | H, C | 20250212161507NAL0021463089001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,947,353
- Net assets (EOY)
- $4,947,353
- Net assets (BOY)
- $4,521,187
Income & contributions
- Employer contributions
- $812,503
- Total contributions
- $812,503
- Total income / additions
- $1,113,078
Expenses & distributions
- Benefits paid
- $622,618
- Administrative expenses
- $64,294
- Total expenses
- $686,912
- Net increase / (decrease)
- $426,166
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Healthscope Benefits | NONE | $20,845 | not reported in the loaded dataset | 2023 |
| L.M. Henderson & Company, Llp | NONE | $10,550 | not reported in the loaded dataset | 2023 |
| Ledbetter Parisi, LLC | NONE | $5,930 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees-Asbestos Workers Local 18 Resa Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Indianapolis, IN
- Healthscope Benefits — Schedule C compensation
- L.M. Henderson & Company, Llp — Schedule C compensation
- Ledbetter Parisi, LLC — Schedule C compensation