2023 Form 5500 filing — Heat & Frost & Allied Workers No. 21 Pension 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 20241012122452NAL0041478896001) for Heat & Frost & Allied Workers No. 21 Pension Plan, reported by International Assoc. Of Heat & Frost Insulators & Asbestos Workers No. under EIN 75-0355302 and plan number 001. It reports 228 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241012122452NAL0041478896001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- International Assoc. Of Heat & Frost Insulators & Asbestos Workers No.
- EIN
- 75-0355302
- Plan number
- 001
- Location
- Houston, TX
- Participants
- 228
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,752,743
- Total liabilities (EOY)
- $2,749
- Net assets (EOY)
- $17,749,994
- Employer contributions
- $432,066
- Total income / additions
- $2,906,217
- Benefits paid
- $848,546
- Administrative expenses
- $159,215
- Total expenses
- $1,007,761
- Net increase / (decrease)
- $1,898,456
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Segal Co | ACTUARY | $55,362 | not reported in the loaded dataset |
| Benefit Resources, Inc. | ADMINISTRATOR | $31,400 | not reported in the loaded dataset |
| Rtw Financial Advisors | INV ADVISOR | $18,000 | not reported in the loaded dataset |
| Edwards And Leathers, P.C. | AUDITOR | $11,500 | not reported in the loaded dataset |
| Robien, Urann, Spencer, Picard | ATTORNEY | $11,211 | not reported in the loaded dataset |