2023 Form 5500 filing — Heat & Frost Insulators Loc No. 33 Health 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 20241015141525NAL0014811379001) for Heat & Frost Insulators Loc No. 33 Health Plan, reported by Board Of Trustees Heat & Frost Insulators Loc No.33 Health Fund under EIN 06-1078051 and plan number 501. It reports 174 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015141525NAL0014811379001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Heat & Frost Insulators Loc No.33 Health Fund
- EIN
- 06-1078051
- Plan number
- 501
- Location
- Wallingford, CT
- Participants
- 174
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,046,536
- Total liabilities (EOY)
- $270,438
- Net assets (EOY)
- $4,776,098
- Employer contributions
- $1,815,304
- Participant contributions
- $217,156
- Total income / additions
- $2,509,575
- Benefits paid
- $2,146,196
- Administrative expenses
- $394,827
- Total expenses
- $2,541,023
- Net increase / (decrease)
- -$31,448
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zenith American Solutions | NONE | $87,516 | not reported in the loaded dataset |
| Employee | EMPLOYEE | $64,481 | not reported in the loaded dataset |
| The Segal Company | NONE | $50,971 | not reported in the loaded dataset |
| Anthem Health Plans, Inc. | NONE | $35,314 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $27,304 | not reported in the loaded dataset |
| Reid & Reige, P.C. | NONE | $18,478 | not reported in the loaded dataset |
| Labor First LLC | NONE | $17,040 | not reported in the loaded dataset |
| Meketa Investment Group, Inc | NONE | $5,849 | not reported in the loaded dataset |