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Original filing (PDF)20250509135319NAL0030013506001
INSULATORS LOCAL NO. 23 ANNUITY FUND
Form 5500
FILING_RECEIVED
INSULATORS LOCAL NO. 23 ANNUITY FUND
Defined-contribution retirement plan
Signals · 2
No recordkeeper disclosed6 service providers
Active participants
315
Accounts w/ balance
338
Plan assets (EOY)
$33.7M
Net assets (EOY)
$33.7M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 57 bps in Schedule C fees — 97% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INSULATORS LOCAL NO. 23 ANNUITY FUND.
Plan sponsor
Name
INSULATORS LOCAL NO. 23 ANNUITY FUND
EIN
25-1586636
Address
8926 JONESTOWN ROAD · GRANTVILLE, PA · 170288654
Phone
(717) 930-0922
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-08-01
Tax period
2024-07-31
Filed
2025-05-09
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
ALAN ROSS & COMPANY, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN | 13-3646501 | BUFFALO, NY | NONE | $104K | — |
| GRAYSTONE INVESTMENT GROUP | — | TAMPA, FL | NONE | $30K | — |
| INSULATORS LOCAL 23 | 23-1582722 | GRANTVILLE, PA | LOCAL UNION | $29K | — |
| JBM COMPUTER CONSULTANTS | — | BUFFALO, NJ | NONE | $11K | — |
| WILLIG WILLIAMS & DAVIDSON | — | PHILADELPHIA, PA | NONE | $9K | — |
| ALAN ROSS & COMPANY, PC | 20-5367494 | READING, PA | NONE | $9K | — |
Investments
1 pooled fund· $1.5M(5% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| METLIFE GROUP ANNUITY NO 25554 GREAT GRAY TRUST COMPANY · EIN 26-0142858 / PN 094 | Common Collective Trust | $1.5M | 4.6% |
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