Allied Workers Local 91 Annuity Fund — Form 5500 plan (Intl. Assoc. Of Heat,Frost Insul. Allied Workers Lu)
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, Allied Workers Local 91 Annuity Fund is a benefit plan reported by Intl. Assoc. Of Heat,Frost Insul. Allied Workers Lu under EIN 13-3539002 and plan number 001. The latest loaded filing year is 2023. The filing reports 151 participants and $16,683,493 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Intl. Assoc. Of Heat,Frost Insul. Allied Workers Lu
- EIN
- 13-3539002
- Plan number
- 001
- Plan type
- 1
- Location
- Hudson, NY
- Latest filing year
- 2023
- Participants
- 151
- End-of-year plan assets
- $16,683,493
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 151 | H, C | 20241011150202NAL0044778834005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,683,493
- Total liabilities (EOY)
- $123,190
- Net assets (EOY)
- $16,560,303
- Net assets (BOY)
- $14,541,850
Income & contributions
- Employer contributions
- $806,716
- Total contributions
- $806,716
- Total income / additions
- $3,119,465
Expenses & distributions
- Benefits paid
- $968,117
- Administrative expenses
- $132,895
- Total expenses
- $1,101,012
- Net increase / (decrease)
- $2,018,453
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Marquette Associates | NONE | $45,469 | not reported in the loaded dataset | 2023 |
| Prudential Insurance Company Of Ame | NONE | $43,968 | not reported in the loaded dataset | 2023 |
| Berard & Associates Cpas P.C. | NONE | $11,076 | not reported in the loaded dataset | 2023 |
| Holm & Ohara Llp | NONE | $9,559 | not reported in the loaded dataset | 2023 |
| Zenith American Solutions | NONE | $6,756 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | NONE | $5,586 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Intl. Assoc. Of Heat,Frost Insul. Allied Workers Lu
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Hudson, NY
- Marquette Associates — Schedule C compensation
- Prudential Insurance Company Of Ame — Schedule C compensation
- Berard & Associates Cpas P.C. — Schedule C compensation
- Holm & Ohara Llp — Schedule C compensation
- Zenith American Solutions — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation