2023 Form 5500 filing — Heat And Frost Insulators And Asbestos Workers Health And Welfare Trust 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 20241011145514NAL0022103425001) for Heat And Frost Insulators And Asbestos Workers Health And Welfare Trust Fund, reported by Board Of Trustees, Heat And Frost Insulators And under EIN 95-6093752 and plan number 501. It reports 983 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011145514NAL0022103425001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Heat And Frost Insulators And
- EIN
- 95-6093752
- Plan number
- 501
- Location
- West Covina, CA
- Participants
- 983
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,308,756
- Total liabilities (EOY)
- $6,427,063
- Net assets (EOY)
- $26,881,693
- Employer contributions
- $19,555,934
- Participant contributions
- $104,711
- Total income / additions
- $21,760,032
- Benefits paid
- $13,244,049
- Administrative expenses
- $833,867
- Total expenses
- $14,077,916
- Net increase / (decrease)
- $7,682,116
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benesys Administrators | NONE | $406,277 | not reported in the loaded dataset |
| Optum Rx | NONE | $110,207 | $908 |
| Us Bank | NONE | $82,908 | not reported in the loaded dataset |
| Anthem Blue Cross Life And H.I. Co. | NONE | $73,067 | not reported in the loaded dataset |
| Rael & Letson | NONE | $58,200 | not reported in the loaded dataset |
| Wohlner Kaplon Cutler Halford Et Al | NONE | $34,902 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $26,500 | not reported in the loaded dataset |
| Michael Surowitz | NONE | $16,928 | not reported in the loaded dataset |
| Vsp | NONE | $15,903 | not reported in the loaded dataset |
| First Dental Health | NONE | $12,662 | not reported in the loaded dataset |
| Medexpert International, Inc. | NONE | $9,350 | not reported in the loaded dataset |