2023 Form 5500 filing — Heat & Frost Insulators And Allied Workers Local 6 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 20241009124049NAL0019181553001) for Heat & Frost Insulators And Allied Workers Local 6 Annuity Fund, reported by Bd Of Trustees-Heat & Frost Insulators And Allied Workers Local 6 Annu under EIN 04-6590962 and plan number 001. It reports 1,187 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009124049NAL0019181553001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bd Of Trustees-Heat & Frost Insulators And Allied Workers Local 6 Annu
- EIN
- 04-6590962
- Plan number
- 001
- Location
- Quincy, MA
- Participants
- 1,187
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $132,915,330
- Total liabilities (EOY)
- $79,654
- Net assets (EOY)
- $132,835,676
- Employer contributions
- $10,398,363
- Total income / additions
- $28,535,855
- Benefits paid
- $7,157,814
- Administrative expenses
- $285,023
- Total expenses
- $7,442,837
- Net increase / (decrease)
- $21,093,018
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Retirement | NONE | $86,925 | $0 |
| Marco Consulting | NONE | $50,000 | not reported in the loaded dataset |
| Segal Roitman & Coleman | NONE | $45,024 | not reported in the loaded dataset |
| Benesys, Inc. | NONE | $31,807 | not reported in the loaded dataset |
| Segal Company | NONE | $21,945 | $0 |
| Novak Francella, LLC | NONE | $20,483 | not reported in the loaded dataset |