2023 Form 5500 filing — Heat And Frost Insulators Pension 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 20241003154035NAL0004990403001) for Heat And Frost Insulators Pension Plan, reported by Heat And Frost Insulators under EIN 38-6060516 and plan number 001. It reports 652 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003154035NAL0004990403001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Heat And Frost Insulators
- EIN
- 38-6060516
- Plan number
- 001
- Location
- Troy, MI
- Participants
- 652
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $65,835,761
- Total liabilities (EOY)
- $179,038
- Net assets (EOY)
- $65,656,723
- Employer contributions
- $7,003,019
- Total income / additions
- $13,207,014
- Benefits paid
- $4,621,334
- Administrative expenses
- $340,495
- Total expenses
- $4,961,829
- Net increase / (decrease)
- $8,245,185
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Millman Usa | ACTUARY | $69,154 | not reported in the loaded dataset |
| Novarra, Tesija & Catenacci | ACTUARY | $55,172 | not reported in the loaded dataset |
| Benesys Inc | THIRD PARTY ADMINSTRATOR | $53,339 | not reported in the loaded dataset |
| Marquette Associates Inc. | INVESTMENT CONSULTANT | $50,000 | not reported in the loaded dataset |
| Comerica | INVESTMENT CUSTODIAN | $40,357 | not reported in the loaded dataset |
| Wrubel Wesley & Co Cpas | AUDITOR | $10,850 | not reported in the loaded dataset |