2023 Form 5500 filing — Heat And Frost Insulators St. Louis Welfare 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 20241014155339NAL0015248403005) for Heat And Frost Insulators St. Louis Welfare Fund, reported by Heat And Frost Insulators St. Louis Welfare Fund Trustees under EIN 43-6158894 and plan number 501. It reports 591 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014155339NAL0015248403005
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Heat And Frost Insulators St. Louis Welfare Fund Trustees
- EIN
- 43-6158894
- Plan number
- 501
- Location
- Earth City, MO
- Participants
- 591
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,768,875
- Total liabilities (EOY)
- $275,449
- Net assets (EOY)
- $14,493,426
- Employer contributions
- $8,027,856
- Participant contributions
- $1,759,197
- Total income / additions
- $11,053,464
- Benefits paid
- $9,075,029
- Administrative expenses
- $675,077
- Total expenses
- $9,750,106
- Net increase / (decrease)
- $1,303,358
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sav-Rx | NONE | $844,015 | not reported in the loaded dataset |
| Everside, LLC | NONE | $287,655 | not reported in the loaded dataset |
| Zenith American Solutions | THIRD-PARTY ADMINISTRATOR | $205,569 | not reported in the loaded dataset |
| Aetna Life Insurance Company | CONTRACT ADMINISTRATOR | $200,655 | not reported in the loaded dataset |
| National Vision Administrators | NONE | $87,576 | not reported in the loaded dataset |
| Digital Insurance | CONSULATANT | $70,819 | not reported in the loaded dataset |
| Commerce Bank | INVESTMENT MANAGER | $54,799 | $0 |
| Labor First, LLC | NONE | $48,403 | not reported in the loaded dataset |
| Hammond & Shinners, P.C. | NONE | $19,490 | not reported in the loaded dataset |
| Grabel Schnieders Hollman & Co | NONE | $10,089 | not reported in the loaded dataset |
| Milliman, Inc. | NONE | $6,750 | not reported in the loaded dataset |