Asbestos Workers Local Union No. 80 Supplemental Medical Plan — Form 5500 plan (Asbestos Workers Local Union No. 80 Supplemental Medical 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 Union No. 80 Supplemental Medical Plan is a benefit plan reported by Asbestos Workers Local Union No. 80 Supplemental Medical Plan under EIN 52-1863202 and plan number 501. The latest loaded filing year is 2023. The filing reports 524 participants and $10,170,944 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Asbestos Workers Local Union No. 80 Supplemental Medical Plan
- EIN
- 52-1863202
- Plan number
- 501
- Plan type
- 1
- Location
- Pembroke Pines, FL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 524 | H, C | 20250331170053NAL0006609281001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $10,170,944
- Total liabilities (EOY)
- $5,484
- Net assets (EOY)
- $10,165,460
- Net assets (BOY)
- $9,356,701
Income & contributions
- Employer contributions
- $1,263,349
- Total contributions
- $1,263,349
- Total income / additions
- $2,214,707
Expenses & distributions
- Benefits paid
- $1,300,020
- Administrative expenses
- $105,928
- Total expenses
- $1,405,948
- Net increase / (decrease)
- $808,759
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| National Employee Benefits Administ | NONE | $44,716 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group Pllc | NONE | $23,003 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney | NONE | $10,003 | $0 | 2023 |
| O'Donoghue & O'Donoghue | NONE | $9,195 | not reported in the loaded dataset | 2023 |
| Investment Performance Services | not reported in the loaded dataset | $7,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Asbestos Workers Local Union No. 80 Supplemental Medical Plan
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Pembroke Pines, FL
- National Employee Benefits Administ — Schedule C compensation
- Calibre Cpa Group Pllc — Schedule C compensation
- Morgan Stanley Smith Barney — Schedule C compensation
- O'Donoghue & O'Donoghue — Schedule C compensation
- Investment Performance Services — Schedule C compensation