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

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,089H, C20250413134533NAL0000200675001

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)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Carday AssociatesNONE$111,202not reported in the loaded dataset2023
Kayne Anderson Rudnick InvestmentNONE$108,145$02023
Chevy Chase Trust CompanyNONE$90,967$02023
Bolton Partners, Inc.NONE$57,078not reported in the loaded dataset2023
Hardman Johnston Global AdvisorsNONE$51,541not reported in the loaded dataset2023
Dahab Associates, Inc.NONE$47,329not reported in the loaded dataset2023
Novak Francella, LLCNONE$30,560not reported in the loaded dataset2023
Mooney, Green, Saindon, Murphy, &WeNONE$21,973not reported in the loaded dataset2023
Longfellow Investment Management C.NONE$10,370not reported in the loaded dataset2023
Bank Of LaborNONE$6,777not reported in the loaded dataset2023

Related Form 5500 pages