2023 Form 5500 filing — International Assoc Of Heat And Frost Insulators Local 17 Pension 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 20241008111727NAL0028426608001) for International Assoc Of Heat And Frost Insulators Local 17 Pension Fund, reported by Trustees Of Intl Assoc. Of Heat And Frost Insul Local 17 Pension Fund under EIN 51-6033290 and plan number 001. It reports 1,711 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008111727NAL0028426608001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Intl Assoc. Of Heat And Frost Insul Local 17 Pension Fund
- EIN
- 51-6033290
- Plan number
- 001
- Location
- Tinley Park, IL
- Participants
- 1,711
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $308,813,883
- Total liabilities (EOY)
- $206,703
- Net assets (EOY)
- $308,607,180
- Employer contributions
- $13,342,829
- Total income / additions
- $47,598,813
- Benefits paid
- $21,757,926
- Administrative expenses
- $1,010,485
- Total expenses
- $22,768,411
- Net increase / (decrease)
- $24,830,402
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman | NONE | $146,609 | not reported in the loaded dataset |
| National Inv Svcs Of America, Inc | NONE | $144,403 | not reported in the loaded dataset |
| Mary Mcmullin | EMPLOYEE | $124,153 | not reported in the loaded dataset |
| Strategic Capital Investment Adviso | NONE | $91,000 | not reported in the loaded dataset |
| Washington Capital Management, Inc. | NONE | $70,432 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $61,045 | not reported in the loaded dataset |
| Great Lakes Advisors, LLC | NONE | $45,528 | not reported in the loaded dataset |
| James Klemme | NONE | $33,075 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $32,695 | not reported in the loaded dataset |
| Old National Bank | NONE | $30,000 | not reported in the loaded dataset |
| Johnson & Krol, LLC | NONE | $20,650 | not reported in the loaded dataset |