Retirement plan

ASBESTOS WORKERS LOCALS 80 AND 51 SUPPLEMENTAL PENSION PLAN

Name: BD OF TRUSTEES ASBESTOS WORKERS LOCALS 80 AND 51 SUPPLEMENTAL PENSION - ASBESTOS WORKERS LOCALS 80 AND 51 SUPPLEMENTAL PENSION PLAN (2025) Form 5500
Creator: BD OF TRUSTEES ASBESTOS WORKERS LOCALS 80 AND 51 SUPPLEMENTAL PENSION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ASBESTOS WORKERS LOCALS 80 AND 51 SUPPLEMENTAL PENSION PLAN, BD OF TRUSTEES ASBESTOS WORKERS LOCALS 80 AND 51 SUPPLEMENTAL PENSION

BD OF TRUSTEES ASBESTOS WORKERS LOCALS 80 AND 51 SUPPLEMENTAL PENSIONEIN 52-1863206Plan #001PY 2025

2010 NW 150TH AVENUE, SUITE 200 - PEMBROKE PINES, FL 330282887410-872-9500

Prospect flagsLow returnsHigh feesLow assets / participantLow employer contribution

How to read this page

Total assets (EOY)

$50.7M

+11.3% from 2024

Total participants

2,312

-19.1% from 2024

Average account balance

$21,919

+37.5% from 2024

Annual return

11.76%

-1.29 pp from 2024

Benchmarks

See 88 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants1,000-4,999

Cohort88 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$50.68M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$22K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

2,312

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$5.61M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+11.76%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$448

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 5 by compensation

Provider	Service type	Compensation
GREAT-WEST LIFE & ANNUITY INSURANCE2 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 27 · EIN 06-1050034 30 E.D. PREATE DRIVE SUITE 100 · SCRANTON, PA 18507	Advisory (Plan)	$188,737
NATIONAL EMPLOYEE BENEFIT ADMIN4 years Filed as: NATIONAL EMPLOYEE BENEFITS ADMINIST Service code 14 · EIN 65-0498809 2010 NW 150TH AVENUE, SUITE 200 · PEMBROKE PINES, FL 33028	Plan Administrator	$122,981
CALIBRE CPA GROUP PLLC7 years Filed as: CALIBRE CPA GROUP, PLLC Service code 50 · EIN 47-0900880 7501 WISCONSIN AVE STE 1200 · BETHESDA, MD 20814	Direct Payment	$32,707
INVESTMENT PERFORMANCE SERVICES8 years Service code 10 · EIN 58-2432390 12 PENNS TRIAL, SUITE 132 · NEWTOWN, PA 18940	Accounting	$27,500
O'DONOGHUE & O'DONOGHUE10+ years Service code 29 · EIN 53-0120528 5301 WISCONSIN AVE NW 800 · WASHINGTON, DC 20015	Legal	$25,501

Plan features & details

Pension benefit codes2E

Plan features

2E
Profit-sharing
Profit-sharing plan.

Opportunity flags

4 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$1.0M

$474 / participant

Recordkeeping$12K1.2%
Investment mgmt$802K77.5%
Legal$26K2.5%
Contract admin$123K11.9%
Other / not subdivided$72K7.0%

% of EOY assets

2.043%

all-in expense ratio

Categories reported

4 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: CALIBRE CPA GROUP PLLC
Auditor EIN: 470900880
Audit fees: $20,350
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$21,919

$150,494-85.4%

$199,883-89.0%

$100,573-78.2%

Participation rate

100.0%

91.1%+8.9pp

86.8%+13.2pp

70.9%+29.1pp

Annual return

11.76%

16.14%-4.4pp

43.81%-32.1pp

18.89%-7.1pp

Employer contribution / active EE

$2,572

$5,383-52.2%

$6,261-58.9%

$3,763-31.6%

Participant deferral / active EE

$9,302-100.0%

$9,138-100.0%

$4,921-100.0%

Admin fee / account holder

$448

$162+175.6%

$17,268-97.4%

$454-1.4%

Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE2 years

Filed as: EMPOWER ANNUITY INSURANCE COMPANY

Service code 27 · EIN 06-1050034

30 E.D. PREATE DRIVE SUITE 100 · SCRANTON, PA 18507

Advisory (Plan)

$188,737

NATIONAL EMPLOYEE BENEFIT ADMIN4 years

Filed as: NATIONAL EMPLOYEE BENEFITS ADMINIST

Service code 14 · EIN 65-0498809

2010 NW 150TH AVENUE, SUITE 200 · PEMBROKE PINES, FL 33028

Plan Administrator

$122,981

CALIBRE CPA GROUP PLLC7 years

Filed as: CALIBRE CPA GROUP, PLLC

Service code 50 · EIN 47-0900880

7501 WISCONSIN AVE STE 1200 · BETHESDA, MD 20814

Direct Payment

$32,707

INVESTMENT PERFORMANCE SERVICES8 years

Service code 10 · EIN 58-2432390

12 PENNS TRIAL, SUITE 132 · NEWTOWN, PA 18940

Accounting

$27,500

O'DONOGHUE & O'DONOGHUE10+ years

Service code 29 · EIN 53-0120528

5301 WISCONSIN AVE NW 800 · WASHINGTON, DC 20015

Legal

$25,501

ASBESTOS WORKERS LOCALS 80 AND 51 SUPPLEMENTAL PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ASBESTOS WORKERS LOCALS 80 AND 51 SUPPLEMENTAL PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion