2023 Form 5500 filing — Insulators Local No 27 Supplemental 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 20241015093012NAL0016060115006) for Insulators Local No 27 Supplemental Pension Fund, reported by Heat & Frost Insulators Local 27 under EIN 43-0337343 and plan number 002. It reports 495 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015093012NAL0016060115006
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Heat & Frost Insulators Local 27
- EIN
- 43-0337343
- Plan number
- 002
- Location
- Independence, MO
- Participants
- 495
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,400,536
- Net assets (EOY)
- $28,400,536
- Employer contributions
- $2,064,709
- Total income / additions
- $5,718,771
- Benefits paid
- $997,485
- Administrative expenses
- $156,206
- Total expenses
- $1,153,691
- Net increase / (decrease)
- $4,565,080
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Financial Engines, Inc. | INVESTMENT ADVISOR | $55,354 | not reported in the loaded dataset |
| Alerus Retirement Solutions | RECORD KEEPER/CUSTODIAN | $48,447 | not reported in the loaded dataset |
| Novak Birks P.C. | ACCOUNTANT | $29,303 | not reported in the loaded dataset |
| Douthit Frets Rouse Gentile Rhodes | ATTORNEY | $17,363 | not reported in the loaded dataset |
| Mertz Insurance Group | INSURANCE BROKER | $5,739 | not reported in the loaded dataset |