2023 Form 5500 filing — International Association Of Heat And Frost Insulators & Allied Workers Local #3 Pension 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 20250317143805NAL0000967187001) for International Association Of Heat And Frost Insulators & Allied Workers Local #3 Pension Plan, reported by International Assoc Of Heat And Frost Insulators & Allied Workers under EIN 34-1311911 and plan number 001. It reports 249 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250317143805NAL0000967187001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- International Assoc Of Heat And Frost Insulators & Allied Workers
- EIN
- 34-1311911
- Plan number
- 001
- Location
- Canfield, OH
- Participants
- 249
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,819,690
- Net assets (EOY)
- $25,819,690
- Employer contributions
- $2,493,641
- Total income / additions
- $5,969,789
- Benefits paid
- $5,092,158
- Administrative expenses
- $266,103
- Total expenses
- $5,358,261
- Net increase / (decrease)
- $611,528
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $135,542 | $0 |
| Park Edge Advisor, LLC | INVESTMENT ADVISOR | $75,134 | not reported in the loaded dataset |
| Benesys | AUDITOR | $25,734 | not reported in the loaded dataset |
| Barnes Wendling Cpas, Inc | ACCOUNTANT | $19,600 | not reported in the loaded dataset |
| Insurance Partners Agency, Inc | INSURANCE | $8,856 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |