2023 Form 5500 filing — Local 49 Heat And Frost Insulators Retirement 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 20241004121507NAL0012199569002) for Local 49 Heat And Frost Insulators Retirement Plan, reported by Board Of Trustees Of Local 49 Heat And Frost Insulators Retirement Pl under EIN 82-3088747 and plan number 001. It reports 206 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004121507NAL0012199569002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Local 49 Heat And Frost Insulators Retirement Pl
- EIN
- 82-3088747
- Plan number
- 001
- Location
- Duluth, MN
- Participants
- 206
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,068,523
- Total liabilities (EOY)
- $15,143
- Net assets (EOY)
- $16,053,380
- Employer contributions
- $1,150,755
- Participant contributions
- $1,146
- Total income / additions
- $3,496,933
- Benefits paid
- $2,286,948
- Administrative expenses
- $145,880
- Total expenses
- $2,467,405
- Net increase / (decrease)
- $1,029,528
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wilson-Mcshane | NONE | $14,400 | not reported in the loaded dataset |
| Kutak Rock Llp | NONE | $11,004 | not reported in the loaded dataset |
| Bauman Associtates, Ltd | NONE | $10,960 | not reported in the loaded dataset |