Insulators Local No. 27 Pension Plan — Form 5500 plan (Insulators Local No 27)
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. 27 Pension Plan is a benefit plan reported by Insulators Local No 27 under EIN 43-0337343 and plan number 001. The latest loaded filing year is 2023. The filing reports 412 participants and $54,197,839 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Insulators Local No 27
- EIN
- 43-0337343
- Plan number
- 001
- Plan type
- 1
- Location
- Independence, MO
- Latest filing year
- 2023
- Participants
- 412
- End-of-year plan assets
- $54,197,839
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 412 | H, C | 20241015110019NAL0014446019006 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $54,197,839
- Net assets (EOY)
- $54,197,839
- Net assets (BOY)
- $46,942,215
Income & contributions
- Employer contributions
- $3,792,778
- Total contributions
- $3,792,778
- Total income / additions
- $11,147,924
Expenses & distributions
- Benefits paid
- $3,567,068
- Administrative expenses
- $325,232
- Total expenses
- $3,892,300
- Net increase / (decrease)
- $7,255,624
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Financial Engines, Inc. | INVESTMENT ADVISOR | $137,015 | not reported in the loaded dataset | 2023 |
| Douthit Frets Rouse Gentile Rhodes | ATTORNEY | $44,647 | not reported in the loaded dataset | 2023 |
| Cbiz Retirement Plan Services | THIRD PARTY ADMINISTRATOR | $28,350 | not reported in the loaded dataset | 2023 |
| Cbiz Retirement Plan Services | ACTUARY | $20,850 | not reported in the loaded dataset | 2023 |
| Charles Schwab | INVESTMENT CUSTODIAN | $19,040 | not reported in the loaded dataset | 2023 |
| Novak Birks, P.C. | AUDITOR | $16,035 | not reported in the loaded dataset | 2023 |
| Mertz Insurance Group | INSURANCE BROKER | $9,270 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Insulators Local No 27
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Independence, MO
- Financial Engines, Inc. — Schedule C compensation
- Douthit Frets Rouse Gentile Rhodes — Schedule C compensation
- Cbiz Retirement Plan Services — Schedule C compensation
- Charles Schwab — Schedule C compensation
- Novak Birks, P.C. — Schedule C compensation
- Mertz Insurance Group — Schedule C compensation