2023 Form 5500 filing — Heat & Frost Insulators Local 25 Supplemental Unemployment Benefit 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 20250311122053NAL0017487985001) for Heat & Frost Insulators Local 25 Supplemental Unemployment Benefit Fund, reported by Heat & Frost Insulators Local 25 Supplemental Unemployment Benefit under EIN 23-7114574 and plan number 501. It reports 168 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 1 · 2023

Filing snapshot

Net assets (EOY)$4MReported net assets$4,047,916
Participants168
Provider compensation$21.1K2 Schedule C row(s)$21,140
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250311122053NAL0017487985001
Plan sponsor
Heat & Frost Insulators Local 25 Supplemental Unemployment Benefit
EIN
23-7114574
Plan number
501
Location
Southfield, MI
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$4.1M total assets
Net assets$4MLiabilities$7.2K
Money in vs. money out
Total income / additions$902.2K
Total expenses$152.6K
Benefits paid / distributions$70.4K
Contributions
Employer$375.9K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$4,055,130
Total liabilities (EOY)
$7,214
Net assets (EOY)
$4,047,916
Employer contributions
$375,929
Total income / additions
$902,157
Benefits paid
$70,440
Administrative expenses
$82,132
Total expenses
$152,572
Net increase / (decrease)
$749,585

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Griffon Investment AdvisorsNONE$12,140not reported in the loaded dataset
Wrubel Wesley & Co CpasNONE$9,000not reported in the loaded dataset

Related Form 5500 pages