Heat & Frost Insulators And Allied Workers Local 6 Annuity Fund — Form 5500 plan (Bd Of Trustees-Heat & Frost Insulators And Allied Workers Local 6 Annu)
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 Annuity Fund is a benefit plan reported by Bd Of Trustees-Heat & Frost Insulators And Allied Workers Local 6 Annu under EIN 04-6590962 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,187 participants and $132,915,330 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd Of Trustees-Heat & Frost Insulators And Allied Workers Local 6 Annu
- EIN
- 04-6590962
- Plan number
- 001
- Plan type
- 1
- Location
- Quincy, MA
- Latest filing year
- 2023
- Participants
- 1,187
- End-of-year plan assets
- $132,915,330
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,187 | H, C | 20241009124049NAL0019181553001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $132,915,330
- Total liabilities (EOY)
- $79,654
- Net assets (EOY)
- $132,835,676
- Net assets (BOY)
- $111,742,658
Income & contributions
- Employer contributions
- $10,398,363
- Total contributions
- $10,398,363
- Total income / additions
- $28,535,855
Expenses & distributions
- Benefits paid
- $7,157,814
- Administrative expenses
- $285,023
- Total expenses
- $7,442,837
- Net increase / (decrease)
- $21,093,018
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Retirement | NONE | $86,925 | $0 | 2023 |
| Marco Consulting | NONE | $50,000 | not reported in the loaded dataset | 2023 |
| Segal Roitman & Coleman | NONE | $45,024 | not reported in the loaded dataset | 2023 |
| Benesys, Inc. | NONE | $31,807 | not reported in the loaded dataset | 2023 |
| Segal Company | NONE | $21,945 | $0 | 2023 |
| Novak Francella, LLC | NONE | $20,483 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd Of Trustees-Heat & Frost Insulators And Allied Workers Local 6 Annu
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Quincy, MA
- Empower Retirement — Schedule C compensation
- Marco Consulting — Schedule C compensation
- Segal Roitman & Coleman — Schedule C compensation
- Benesys, Inc. — Schedule C compensation
- Segal Company — Schedule C compensation
- Novak Francella, LLC — Schedule C compensation