Allied Workers Local 48 Pension Plan — Form 5500 plan (Board Of Trustees Of Allied Workers Local 48 Pension 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, Allied Workers Local 48 Pension Plan is a benefit plan reported by Board Of Trustees Of Allied Workers Local 48 Pension Fund under EIN 52-6117928 and plan number 001. The latest loaded filing year is 2023. The filing reports 646 participants and $30,423,599 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Allied Workers Local 48 Pension Fund
- EIN
- 52-6117928
- Plan number
- 001
- Plan type
- 1
- Location
- Goodlettsville, TN
- Latest filing year
- 2023
- Participants
- 646
- End-of-year plan assets
- $30,423,599
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 646 | H, C | 20250414000008NAL0001279521001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,423,599
- Total liabilities (EOY)
- $15,346
- Net assets (EOY)
- $30,408,253
- Net assets (BOY)
- $27,853,790
Income & contributions
- Employer contributions
- $2,838,730
- Total contributions
- $2,838,730
- Total income / additions
- $5,698,697
Expenses & distributions
- Benefits paid
- $2,795,143
- Administrative expenses
- $349,091
- Total expenses
- $3,144,234
- Net increase / (decrease)
- $2,554,463
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney LLC | NONE | $108,025 | $0 | 2023 |
| Southern Benefit Administrators | NONE | $71,186 | not reported in the loaded dataset | 2023 |
| Horizon Actuarial Services | NONE | $58,874 | not reported in the loaded dataset | 2023 |
| Daniels, Irwin & Aylor | NONE | $31,925 | not reported in the loaded dataset | 2023 |
| Newtower Trust Company | NONE | $0 | $18,316 | 2023 |
| Boyd Watterson Asset Management | NONE | $0 | $17,647 | 2023 |
| Quinn, Connor, Weaver, Davies Rouco | NONE | $12,604 | not reported in the loaded dataset | 2023 |
| Money Market, Mutual Funds, & Etf'S | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Allied Workers Local 48 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Goodlettsville, TN
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Southern Benefit Administrators — Schedule C compensation
- Horizon Actuarial Services — Schedule C compensation
- Daniels, Irwin & Aylor — Schedule C compensation
- Newtower Trust Company — Schedule C compensation
- Boyd Watterson Asset Management — Schedule C compensation
- Quinn, Connor, Weaver, Davies Rouco — Schedule C compensation
- Money Market, Mutual Funds, & Etf'S — Schedule C compensation