2023 Form 5500 filing — International Association Of Heat, Frost Insulators & Allied Workers Lu 91 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 20241011160202NAL0037595312002) for International Association Of Heat, Frost Insulators & Allied Workers Lu 91 Pension Fund, reported by International Association Of Heat,Frost Insulators & Allied Workers Lu under EIN 13-6376169 and plan number 001. It reports 176 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011160202NAL0037595312002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- International Association Of Heat,Frost Insulators & Allied Workers Lu
- EIN
- 13-6376169
- Plan number
- 001
- Location
- Hudson, NY
- Participants
- 176
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,500,295
- Total liabilities (EOY)
- $72,787
- Net assets (EOY)
- $34,427,508
- Employer contributions
- $1,664,574
- Total income / additions
- $5,503,700
- Benefits paid
- $2,976,151
- Administrative expenses
- $269,214
- Total expenses
- $3,245,365
- Net increase / (decrease)
- $2,258,335
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Marquette Associates | NONE | $95,383 | not reported in the loaded dataset |
| Zenith American Solutions | NONE | $67,536 | not reported in the loaded dataset |
| Osullivan Associates Inc. | NONE | $32,600 | not reported in the loaded dataset |
| Holm & Ohara Llp | NONE | $24,640 | not reported in the loaded dataset |
| Berard & Associates | NONE | $11,114 | not reported in the loaded dataset |
| Wells Fargo | NONE | $10,472 | not reported in the loaded dataset |