Asbestos Workers Local Union 55 Defined Contribution Plan — Form 5500 plan (Asbestos Workers Local Union Defined Contribution 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 55 Defined Contribution Plan is a benefit plan reported by Asbestos Workers Local Union Defined Contribution Plan under EIN 63-1209476 and plan number 002. The latest loaded filing year is 2023. The filing reports 447 participants and $2,020,951 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Asbestos Workers Local Union Defined Contribution Plan
- EIN
- 63-1209476
- Plan number
- 002
- Plan type
- 1
- Location
- Mobile, AL
- Latest filing year
- 2023
- Participants
- 447
- End-of-year plan assets
- $2,020,951
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 447 | H, C | 20250515145555NAL0013504291001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,020,951
- Total liabilities (EOY)
- $113
- Net assets (EOY)
- $2,020,838
- Net assets (BOY)
- $1,867,317
Income & contributions
- Employer contributions
- $101,975
- Total contributions
- $109,825
- Total income / additions
- $289,049
Expenses & distributions
- Benefits paid
- $82,598
- Administrative expenses
- $52,930
- Total expenses
- $135,528
- Net increase / (decrease)
- $153,521
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Asbestos Workers Local Union No 55 | NONE | $8,067 | not reported in the loaded dataset | 2023 |
| Ceresa M Frenkel Pc | NONE | $7,500 | not reported in the loaded dataset | 2023 |
| Kimberly C Walker Pc | NONE | $2,456 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Asbestos Workers Local Union Defined Contribution Plan
- 2023 Form 5500 filing
- Form 5500 filings in AL
- 401(k) and benefit plan filings in Mobile, AL
- Asbestos Workers Local Union No 55 — Schedule C compensation
- Ceresa M Frenkel Pc — Schedule C compensation
- Kimberly C Walker Pc — Schedule C compensation