2023 Form 5500 filing — International Association Of Heat And Frost Insulators And Allied Workers Local No. 26 Welfare Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241001125509NAL0003261651002) for International Association Of Heat And Frost Insulators And Allied Workers Local No. 26 Welfare Plan, reported by Allied Workers Local No. 26 Welfare Fund under EIN 22-3050907 and plan number 501. It reports 68 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 1 · 2023

Filing snapshot

Net assets (EOY)$3.3MReported net assets$3,309,073
Participants68
Provider compensation$97.1K3 Schedule C row(s)$97,138
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241001125509NAL0003261651002
Plan sponsor
Allied Workers Local No. 26 Welfare Fund
EIN
22-3050907
Plan number
501
Location
Rochester, NY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$3.3M total assets
Net assets$3.3MLiabilities$10.8K
Money in vs. money out
Total income / additions$1.2M
Total expenses$750K
Benefits paid / distributions$640.3K
Contributions
Employer$838K
Participant$145.4K
Full reported line items
Total assets (EOY)
$3,319,839
Total liabilities (EOY)
$10,766
Net assets (EOY)
$3,309,073
Employer contributions
$837,956
Participant contributions
$145,378
Total income / additions
$1,157,086
Benefits paid
$640,318
Administrative expenses
$109,658
Total expenses
$749,976
Net increase / (decrease)
$407,110
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RELATED PARTY/SHARED EXP · Direct $75K
  2. 2
    NONE · Direct $14.9K
  3. 3
    RELATED PARTY/SHARED EXP · Direct $7.2K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241001125509NAL0003261651002 cover?
It is the 2023 Form 5500 filing for International Association Of Heat And Frost Insulators And Allied Workers Local No. 26 Welfare Plan, reported by Allied Workers Local No. 26 Welfare Fund (EIN 22-3050907).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages