Asbestos Workers L 24 Pen Fd Def Benefit Plan — Form 5500 plan (Bd Tees Asbestos Wrks L 24 Pen Fd)
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 L 24 Pen Fd Def Benefit Plan is a benefit plan reported by Bd Tees Asbestos Wrks L 24 Pen Fd under EIN 52-6117923 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,089 participants and $96,668,201 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd Tees Asbestos Wrks L 24 Pen Fd
- EIN
- 52-6117923
- Plan number
- 001
- Plan type
- 1
- Location
- Columbia, MD
- Latest filing year
- 2023
- Participants
- 1,089
- End-of-year plan assets
- $96,668,201
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,089 | H, C | 20250413134533NAL0000200675001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $96,668,201
- Total liabilities (EOY)
- $40,206
- Net assets (EOY)
- $96,627,995
- Net assets (BOY)
- $90,249,816
Income & contributions
- Employer contributions
- $5,133,793
- Total contributions
- $5,133,793
- Total income / additions
- $14,248,940
Expenses & distributions
- Benefits paid
- $7,229,679
- Administrative expenses
- $641,082
- Total expenses
- $7,870,761
- Net increase / (decrease)
- $6,378,179
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Carday Associates | NONE | $111,202 | not reported in the loaded dataset | 2023 |
| Kayne Anderson Rudnick Investment | NONE | $108,145 | $0 | 2023 |
| Chevy Chase Trust Company | NONE | $90,967 | $0 | 2023 |
| Bolton Partners, Inc. | NONE | $57,078 | not reported in the loaded dataset | 2023 |
| Hardman Johnston Global Advisors | NONE | $51,541 | not reported in the loaded dataset | 2023 |
| Dahab Associates, Inc. | NONE | $47,329 | not reported in the loaded dataset | 2023 |
| Novak Francella, LLC | NONE | $30,560 | not reported in the loaded dataset | 2023 |
| Mooney, Green, Saindon, Murphy, &We | NONE | $21,973 | not reported in the loaded dataset | 2023 |
| Longfellow Investment Management C. | NONE | $10,370 | not reported in the loaded dataset | 2023 |
| Bank Of Labor | NONE | $6,777 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd Tees Asbestos Wrks L 24 Pen Fd
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Columbia, MD
- Carday Associates — Schedule C compensation
- Kayne Anderson Rudnick Investment — Schedule C compensation
- Chevy Chase Trust Company — Schedule C compensation
- Bolton Partners, Inc. — Schedule C compensation
- Hardman Johnston Global Advisors — Schedule C compensation
- Dahab Associates, Inc. — Schedule C compensation
- Novak Francella, LLC — Schedule C compensation
- Mooney, Green, Saindon, Murphy, &We — Schedule C compensation
- Longfellow Investment Management C. — Schedule C compensation
- Bank Of Labor — Schedule C compensation