Heat & Frost Insulators And Allied Workers Local 6 H & W Fund — Form 5500 plan (Board Of Trustees-Heat & Frost Insulator And Allied Workers Local 6 H)
Plain-English plan 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, Heat & Frost Insulators And Allied Workers Local 6 H & W Fund is a benefit plan reported by Board Of Trustees-Heat & Frost Insulator And Allied Workers Local 6 H under EIN 04-6374403 and plan number 501. The latest loaded filing year is 2023. The filing reports 670 participants and $23,693,051 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees-Heat & Frost Insulator And Allied Workers Local 6 H
- EIN
- 04-6374403
- Plan number
- 501
- Plan type
- 1
- Location
- Quincy, MA
- Latest filing year
- 2023
- Participants
- 670
- End-of-year plan assets
- $23,693,051
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 670 | H, C | 20241015132359NAL0056348578001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,693,051
- Total liabilities (EOY)
- $250,081
- Net assets (EOY)
- $23,442,970
- Net assets (BOY)
- $20,503,802
Income & contributions
- Employer contributions
- $15,231,386
- Participant contributions
- $94,207
- Total contributions
- $15,325,593
- Total income / additions
- $16,268,043
Expenses & distributions
- Benefits paid
- $12,930,760
- Administrative expenses
- $398,115
- Total expenses
- $13,328,875
- Net increase / (decrease)
- $2,939,168
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benesys Inc. | NONE | $171,864 | not reported in the loaded dataset | 2023 |
| Wellness Workdays | NONE | $122,713 | not reported in the loaded dataset | 2023 |
| Segal Company | NONE | $104,680 | not reported in the loaded dataset | 2023 |
| Segal Roitman, Llp | NONE | $42,737 | not reported in the loaded dataset | 2023 |
| Blue Cross Blue Shield Ma | NONE | $38,554 | not reported in the loaded dataset | 2023 |
| Modern Assistance Programs Inc. | NONE | $31,255 | not reported in the loaded dataset | 2023 |
| Bmo Harris Bank | NONE | $24,274 | not reported in the loaded dataset | 2023 |
| Novak Francella LLC | NONE | $19,008 | not reported in the loaded dataset | 2023 |
| Meketa Investment Group | NONE | $8,937 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees-Heat & Frost Insulator And Allied Workers Local 6 H
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Quincy, MA
- Benesys Inc. — Schedule C compensation
- Wellness Workdays — Schedule C compensation
- Segal Company — Schedule C compensation
- Segal Roitman, Llp — Schedule C compensation
- Blue Cross Blue Shield Ma — Schedule C compensation
- Modern Assistance Programs Inc. — Schedule C compensation
- Bmo Harris Bank — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- Meketa Investment Group — Schedule C compensation