2023 Form 5500 filing — International Association Of Heat & Frost Insulators & Allied Workers Local 78 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 20241013213007NAL0042940208001) for International Association Of Heat & Frost Insulators & Allied Workers Local 78 Pension Plan, reported by International Association Of Heat & Frost Insulators & Allied under EIN 63-0732852 and plan number 002. It reports 183 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013213007NAL0042940208001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- International Association Of Heat & Frost Insulators & Allied
- EIN
- 63-0732852
- Plan number
- 002
- Location
- Goodlettsville, TN
- Participants
- 183
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $36,646,012
- Total liabilities (EOY)
- $21,452
- Net assets (EOY)
- $36,624,560
- Employer contributions
- $1,612,957
- Total income / additions
- $5,568,146
- Benefits paid
- $4,022,260
- Administrative expenses
- $246,678
- Total expenses
- $4,268,938
- Net increase / (decrease)
- $1,299,208
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Highland Capital Management | NONE | $94,436 | $1,209 |
| Cca Black, Lp | NONE | $40,184 | $7,864 |
| Ullico | NONE | $40,184 | not reported in the loaded dataset |
| Boyd Watterson Asset Management | NONE | $0 | $37,886 |
| Reynolds Consulting Services, LLC | NONE | $36,400 | not reported in the loaded dataset |
| Southern Benefit Administrators | NONE | $25,155 | not reported in the loaded dataset |
| Daniels, Irwin & Aylor | NONE | $21,225 | not reported in the loaded dataset |
| Newtower Trust | NONE | $0 | $17,418 |
| Quinn Connor Weaver Davies & Rouco | NONE | $5,036 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $2,345 | $470 |
| Exchange Traded & Money Market Fds | NONE | $0 | $0 |