Original filing (PDF)20260219084507NAL0010500466001

ASBESTOS WORKERS LOCAL 8 RETIREMENT TRUST PLAN

Name: ASBESTOS WORKERS LOCAL 8 RETIREMENT TRUST PLAN — Form 5500 (2024)
Creator: ASBESTOS WORKERS LOCAL 8 RETIREMENT TRUST PLAN

Form 5500

FILING_RECEIVED

Defined-benefit pension plan

Signals · 3

~96 bps in Sched C feesNo recordkeeper disclosed8 service providers

Active participants

144

Accounts w/ balance

—

Plan assets (EOY)

$18.6M

Net assets (EOY)

$18.6M

How this plan invests

This plan

2 collective trusts

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)

/ 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

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ASBESTOS WORKERS LOCAL 8 RETIREMENT TRUST PLAN.

Plan sponsor

Name

ASBESTOS WORKERS LOCAL 8 RETIREMENT TRUST PLAN

EIN

31-6131266

Address

230 LEXINGTON GREEN CIRCLE · SUITE 400 · LEXINGTON, KY · 40503

Phone

(888) 999-7741

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-06-01

Tax period

2025-05-31

Filed

2026-02-19

Pension benefit codes

1B · Flat-dollar DB formula

Audit & trust (Schedule H)

Auditor

FRANK N HESTAND CPA PSC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

8 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
SHUMAKER LOOP & KENDRICK LLP	—	COLUMBUS, OH	NONE	$45K	—
CRS INC	31-1227755	CINCINNATI, OH	NONE	$40K	—
MARINER	59-3676225	ORLANDO, FL	NONE	$32K	—
JOHNSON & KROL LLC	—	CHICAGO, IL	NONE	$22K	—
UMR	31-1219231	LEXINGTON, KY	NONE	$20K	—
FRANK N HESTAND CPA PSC	61-1336870	LEXINGTON, KY

Investments

2 pooled funds· $1.3M(7% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Investment	Type	Current value	% of plan
AMERICAN CORE REALTY FUND LLC AMERICAN REALTY ADVISORS · EIN 95-4871432 / PN 001	Common Collective Trust	$769K	4.1%
ASB ALLEGIANCE REAL ESTATE FUND PNC BANK · EIN 31-0373348 / PN 001	Common Collective Trust	$505K	2.7%

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