International Association Of Heat And Frost Insulators And Allied Workers Local No. 40 Annuity Fund — Form 5500 plan (Board Of Trustees Of Local 40 Annuity Fund)
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, International Association Of Heat And Frost Insulators And Allied Workers Local No. 40 Annuity Fund is a benefit plan reported by Board Of Trustees Of Local 40 Annuity Fund under EIN 14-1514924 and plan number 002. The latest loaded filing year is 2023. The filing reports 166 participants and $10,570,514 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Local 40 Annuity Fund
- EIN
- 14-1514924
- Plan number
- 002
- Plan type
- 1
- Location
- Pittsburg, PA
- Latest filing year
- 2023
- Participants
- 166
- End-of-year plan assets
- $10,570,514
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 166 | H, C | 20241011140634NAL0044546450002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,570,514
- Total liabilities (EOY)
- $10,006
- Net assets (EOY)
- $10,560,508
- Net assets (BOY)
- $9,238,093
Income & contributions
- Employer contributions
- $794,969
- Total contributions
- $794,969
- Total income / additions
- $1,924,701
Expenses & distributions
- Benefits paid
- $559,436
- Administrative expenses
- $42,850
- Total expenses
- $602,286
- Net increase / (decrease)
- $1,322,415
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $24,486 | $0 | 2023 |
| Merrill Lynch Pierce Fenner Smith | NONE | $19,363 | not reported in the loaded dataset | 2023 |
| Teal, Becker & Chiaramonte | NONE | $12,300 | not reported in the loaded dataset | 2023 |
| Zenith American Solutions | NONE | $7,249 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Local 40 Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Pittsburg, PA
- Empower Annuity Insurance Company — Schedule C compensation
- Merrill Lynch Pierce Fenner Smith — Schedule C compensation
- Teal, Becker & Chiaramonte — Schedule C compensation
- Zenith American Solutions — Schedule C compensation