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Original filing (PDF)20251009090010NAL0003438627001
ASBESTOS WORKERS LOCAL 84 ANNUITY PLAN
Form 5500
FILING_RECEIVED
ASBESTOS WORKERS LOCAL 84 ANNUITY PLAN
Defined-contribution retirement plan
Signals · 2
100% in single holdingNo recordkeeper disclosed
Active participants
109
Accounts w/ balance
230
Plan assets (EOY)
$13.0M
Net assets (EOY)
$13.0M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
- Top holding "[DFE: GREAT GRAY CIT III FOR METLIFE GROUP ANNUITY CONTRACT NO. 25554 (extraction pending)]" is 100% of plan.
- 55 bps in Schedule C fees — 90% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ASBESTOS WORKERS LOCAL 84 ANNUITY PLAN.
Plan sponsor
Name
ASBESTOS WORKERS LOCAL 84 ANNUITY PLAN
EIN
34-1540318
Address
7440 WOODLAND DRIVE · INDIANAPOLIS, IN · 46278
Phone
(800) 398-6144
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2C · Money purchase (other than target benefit)
Audit & trust (Schedule H)
Auditor
YURCHYK & DAVIS CPA'S INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT SERVICES | — | BOSTON, MA | INVESTMENT CUSTODIAN | $31K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES, INC. | — | NEW YORK, NY | INVESTMENT CONSULTANT | $12K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HEALTHSCOPE BENEFITS, INC. | — | LITTLE ROCK, AR | THIRD PARTY ADMINISTRATOR | $13K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| YURCHYK & DAVIS CPA'S, INC. | 34-1638235 | — | AUDITOR | $9K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MACALA & PIATT, LLC | — | NORTH CANTON, OH | ATTORNEY | $7K | — |
Investments
1 pooled fund· $134K(1% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| METLIFE GAC NO. 25554 WILMINGTON TRUST, N.A. · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $134K | 1.0% |
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