Original filing (PDF)20250331145958NAL0005636001003

BD OF TRUSTEES ASBESTOS WORKERS LOCALS 80 AND 51 SUPPLEMENTAL PENSION

Name: BD OF TRUSTEES ASBESTOS WORKERS LOCALS 80 AND 51 SUPPLEMENTAL PENSION — ASBESTOS WORKERS LOCALS 80 AND 51 SUPPLEMENTAL PENSION PLAN, Form 5500 (2023)
Creator: BD OF TRUSTEES ASBESTOS WORKERS LOCALS 80 AND 51 SUPPLEMENTAL PENSION

Form 5500

FILING_RECEIVED

ASBESTOS WORKERS LOCALS 80 AND 51 SUPPLEMENTAL PENSION PLAN

Defined-contribution retirement plan

Signals · 1

~152 bps in Sched C fees

Active participants

2,757

Accounts w/ balance

2,857

Plan assets (EOY)

$45.5M

Net assets (EOY)

$45.5M

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

/ 100

Grade C

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BD OF TRUSTEES ASBESTOS WORKERS LOCALS 80 AND 51 SUPPLEMENTAL PENSION.

Plan sponsor

Name

BD OF TRUSTEES ASBESTOS WORKERS LOCALS 80 AND 51 SUPPLEMENTAL PENSION

EIN

52-1863206

Address

2010 NW 150TH AVENUE · SUITE 200 · PEMBROKE PINES, FL · 330282887

Phone

(410) 872-9500

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-03-31

Pension benefit codes

2E · Profit-sharing

Audit & trust (Schedule H)

Auditor

CALIBRE CPA GROUP PLLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

5 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	06-1050034	SCRANTON, PA	NONE	$489K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
CALIBRE CPA GROUP, PLLC	47-0900880	BETHESDA, MD	NONE	$27K

Investments

1 pooled fund· $3.1M(7% 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.

			% of plan
LARGE CAP GROWTH JPMORGAN INVESTMEN EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141	Pooled Separate Account	$3.1M	6.9%

1–1 of 1

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