2023 Form 5500 filing — International Association Of Heat And Frost Insulators Local 17 Annuity Fund
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 20241008111613NAL0016508545001) for International Association Of Heat And Frost Insulators Local 17 Annuity Fund, reported by Trustees Of Int'L Assn Of Heat And Frost Insulators Loc 17 Annuity Fd under EIN 36-6754873 and plan number 002. It reports 1,470 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008111613NAL0016508545001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Int'L Assn Of Heat And Frost Insulators Loc 17 Annuity Fd
- EIN
- 36-6754873
- Plan number
- 002
- Location
- Tinley Park, IL
- Participants
- 1,470
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $193,857,812
- Total liabilities (EOY)
- $36,794
- Net assets (EOY)
- $193,821,018
- Employer contributions
- $10,556,916
- Participant contributions
- $1,698,992
- Total income / additions
- $33,595,436
- Benefits paid
- $11,339,518
- Administrative expenses
- $1,006,213
- Total expenses
- $12,345,731
- Net increase / (decrease)
- $21,249,705
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Capital Invest Advs., Inc | NONE | $51,000 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $40,892 | not reported in the loaded dataset |
| Mary Mcmullin | EMPLOYEE | $35,867 | not reported in the loaded dataset |
| Johnson & Krol, LLC | NONE | $15,468 | not reported in the loaded dataset |
| Jim Klemme | NONE | $7,350 | not reported in the loaded dataset |
| Basys, Inc | NONE | $7,227 | not reported in the loaded dataset |
| Milliman | NONE | $5,138 | not reported in the loaded dataset |