2023 Form 5500 filing — Heat & Frost Insulators Local No. 67 Annuity 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 20241014221507NAL0055340546003) for Heat & Frost Insulators Local No. 67 Annuity Plan, reported by Board Of Trustees - Heat & Frost Insulators Local No. 67 Annuity under EIN 52-6117921 and plan number 002. It reports 222 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014221507NAL0055340546003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees - Heat & Frost Insulators Local No. 67 Annuity
- EIN
- 52-6117921
- Plan number
- 002
- Location
- Goodlettsville, TN
- Participants
- 222
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,481,159
- Total liabilities (EOY)
- $90
- Net assets (EOY)
- $4,481,069
- Employer contributions
- $27,054
- Total income / additions
- $761,924
- Benefits paid
- $724,351
- Administrative expenses
- $38,053
- Total expenses
- $762,404
- Net increase / (decrease)
- -$480
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Southern Benefit Administrators | NONE | $20,098 | not reported in the loaded dataset |
| Daniels Irwin & Aylor | NONE | $10,250 | not reported in the loaded dataset |
| Venable Law Firm, P.A. | NONE | $1,560 | not reported in the loaded dataset |
| Mutual Funds | NONE | $0 | $0 |