Insulators Local No. 53 Pension — Form 5500 plan (Insulators Local No. 53 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, Insulators Local No. 53 Pension is a benefit plan reported by Insulators Local No. 53 Pension Fund under EIN 72-0542804 and plan number 001. The latest loaded filing year is 2023. The filing reports 818 participants and $48,378,294 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Insulators Local No. 53 Pension Fund
- EIN
- 72-0542804
- Plan number
- 001
- Plan type
- 1
- Location
- Kenner, LA
- Latest filing year
- 2023
- Participants
- 818
- End-of-year plan assets
- $48,378,294
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 818 | H, C | 20241010135607NAL0035923328001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $48,378,294
- Total liabilities (EOY)
- $995
- Net assets (EOY)
- $48,377,299
- Net assets (BOY)
- $47,057,235
Income & contributions
- Employer contributions
- $1,322,012
- Total contributions
- $1,322,012
- Total income / additions
- $6,201,133
Expenses & distributions
- Benefits paid
- $4,251,411
- Administrative expenses
- $629,658
- Total expenses
- $4,881,069
- Net increase / (decrease)
- $1,320,064
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sei Investment Management Corp | INVESTMENT MANAGEMENT | $265,609 | not reported in the loaded dataset | 2023 |
| Horizon Actuarial Services LLC | ACTUARY | $68,847 | not reported in the loaded dataset | 2023 |
| Ryan Bordelon | FUND ADMINISTRATOR | $49,532 | not reported in the loaded dataset | 2023 |
| Ted Soileau Cpa LLC | ACCOUNTANT | $26,510 | not reported in the loaded dataset | 2023 |
| Robein, Urann, Spencer & Congemi | ATTORNEY | $17,905 | not reported in the loaded dataset | 2023 |
| Sei Private Trust Company | INVESTMENT CUSTODIAN | $12,727 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Insulators Local No. 53 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in LA
- 401(k) and benefit plan filings in Kenner, LA
- Sei Investment Management Corp — Schedule C compensation
- Horizon Actuarial Services LLC — Schedule C compensation
- Ryan Bordelon — Schedule C compensation
- Ted Soileau Cpa LLC — Schedule C compensation
- Robein, Urann, Spencer & Congemi — Schedule C compensation
- Sei Private Trust Company — Schedule C compensation