2023 Form 5500 filing — International Association Of Heat & Frost Insulators & Allied Workers Local Union No. 39 Health And Welfare 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 20241011084609NAL0012298915001) for International Association Of Heat & Frost Insulators & Allied Workers Local Union No. 39 Health And Welfare Plan, reported by Trustees Of The Insulators & Allied Workers Health And Welfare Plan under EIN 47-0438021 and plan number 501. It reports 132 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 1 · 2023

Filing snapshot

Net assets (EOY)$3.9MReported net assets$3,926,168
Participants132
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241011084609NAL0012298915001
Plan sponsor
Trustees Of The Insulators & Allied Workers Health And Welfare Plan
EIN
47-0438021
Plan number
501
Location
Omaha, NE
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$3.9M total assets
Net assets$3.9MLiabilities$59
Money in vs. money out
Total income / additions$2.8M
Total expenses$2.2M
Benefits paid / distributions$2.1M
Contributions
Employer$2.2M
Participant$13.6K
Full reported line items
Total assets (EOY)
$3,926,227
Total liabilities (EOY)
$59
Net assets (EOY)
$3,926,168
Employer contributions
$2,212,165
Participant contributions
$13,564
Total income / additions
$2,761,871
Benefits paid
$2,146,237
Administrative expenses
$39,378
Total expenses
$2,185,615
Net increase / (decrease)
$576,256

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011084609NAL0012298915001 cover?
It is the 2023 Form 5500 filing for International Association Of Heat & Frost Insulators & Allied Workers Local Union No. 39 Health And Welfare Plan, reported by Trustees Of The Insulators & Allied Workers Health And Welfare Plan (EIN 47-0438021).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages