2023 Form 5500 filing — Intl Assn Heat & Frost Insulators & Allied Workers #81 Rsp
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 20241008093246NAL0008221555002) for Intl Assn Heat & Frost Insulators & Allied Workers #81 Rsp, reported by Board Of Trustees Local 81 Intl Assoc Heat & Frost Insulators & Allied under EIN 36-4318955 and plan number 002. It reports 151 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008093246NAL0008221555002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Local 81 Intl Assoc Heat & Frost Insulators & Allied
- EIN
- 36-4318955
- Plan number
- 002
- Location
- Moline, IL
- Participants
- 151
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,720,398
- Total liabilities (EOY)
- $19,345
- Net assets (EOY)
- $12,701,053
- Employer contributions
- $534,005
- Participant contributions
- $3,430
- Total income / additions
- $2,723,764
- Benefits paid
- $486,867
- Administrative expenses
- $85,468
- Total expenses
- $572,335
- Net increase / (decrease)
- $2,151,429
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| One America Retirement Services LLC | NONE | $28,161 | not reported in the loaded dataset |
| Cavanagh & O'Hara | NONE | $16,862 | not reported in the loaded dataset |
| Romolo & Asociates, LLC | NONE | $12,128 | not reported in the loaded dataset |
| Rj Lee & Associates, Llp | NONE | $8,500 | not reported in the loaded dataset |
| Investment Consulting Group | NONE | $5,250 | not reported in the loaded dataset |