2023 Form 5500 filing — Allied Workers Local 91 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 20241011150202NAL0044778834005) for Allied Workers Local 91 Annuity Fund, reported by Intl. Assoc. Of Heat,Frost Insul. Allied Workers Lu under EIN 13-3539002 and plan number 001. It reports 151 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011150202NAL0044778834005
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Intl. Assoc. Of Heat,Frost Insul. Allied Workers Lu
- EIN
- 13-3539002
- Plan number
- 001
- Location
- Hudson, NY
- Participants
- 151
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,683,493
- Total liabilities (EOY)
- $123,190
- Net assets (EOY)
- $16,560,303
- Employer contributions
- $806,716
- Total income / additions
- $3,119,465
- Benefits paid
- $968,117
- Administrative expenses
- $132,895
- Total expenses
- $1,101,012
- Net increase / (decrease)
- $2,018,453
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Marquette Associates | NONE | $45,469 | not reported in the loaded dataset |
| Prudential Insurance Company Of Ame | NONE | $43,968 | not reported in the loaded dataset |
| Berard & Associates Cpas P.C. | NONE | $11,076 | not reported in the loaded dataset |
| Holm & Ohara Llp | NONE | $9,559 | not reported in the loaded dataset |
| Zenith American Solutions | NONE | $6,756 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | NONE | $5,586 | not reported in the loaded dataset |