International Association Of Heat And Frost Insulators And Allied Workers Local No. 40 Pension Fund — Form 5500 plan (International Association Of Heat And Frost Insulators And Allied Work)
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 Pension Fund is a benefit plan reported by International Association Of Heat And Frost Insulators And Allied Work under EIN 14-6033598 and plan number 001. The latest loaded filing year is 2023. The filing reports 224 participants and $23,608,113 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- International Association Of Heat And Frost Insulators And Allied Work
- EIN
- 14-6033598
- Plan number
- 001
- Plan type
- 1
- Location
- Pittsburg, PA
- Latest filing year
- 2023
- Participants
- 224
- End-of-year plan assets
- $23,608,113
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 224 | H, C | 20250415101505NAL0001374771001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,608,113
- Net assets (EOY)
- $23,608,113
- Net assets (BOY)
- $20,680,390
Income & contributions
- Employer contributions
- $1,603,676
- Total contributions
- $1,603,676
- Total income / additions
- $4,473,344
Expenses & distributions
- Benefits paid
- $1,322,642
- Administrative expenses
- $222,979
- Total expenses
- $1,545,621
- Net increase / (decrease)
- $2,927,723
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | BROKERAGE | $71,429 | $0 | 2023 |
| Pimco | NONE | $22,260 | not reported in the loaded dataset | 2023 |
| O'Sullivan Associates, Inc. | NONE | $19,040 | not reported in the loaded dataset | 2023 |
| Teal, Becker & Chiaramonte Cpas Pc | NONE | $13,400 | not reported in the loaded dataset | 2023 |
| Robeco Boston Partners | NONE | $13,226 | not reported in the loaded dataset | 2023 |
| Winslow Large Cap Growth | NONE | $11,740 | not reported in the loaded dataset | 2023 |
| Barnes, Iaccarino, & Shepherd | NONE | $8,125 | not reported in the loaded dataset | 2023 |
| Sga International | NONE | $5,345 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for International Association Of Heat And Frost Insulators And Allied Work
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Pittsburg, PA
- Merrill Lynch, Pierce, Fenner And S — Schedule C compensation
- Pimco — Schedule C compensation
- O'Sullivan Associates, Inc. — Schedule C compensation
- Teal, Becker & Chiaramonte Cpas Pc — Schedule C compensation
- Robeco Boston Partners — Schedule C compensation
- Winslow Large Cap Growth — Schedule C compensation
- Barnes, Iaccarino, & Shepherd — Schedule C compensation
- Sga International — Schedule C compensation