Heat And Frost Insulators And Allied Workers Local No. 4 Pension Plan — Form 5500 plan (Joint Board Of Trustees Heat And Frost Insulators And Allied Worker)
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 And Frost Insulators And Allied Workers Local No. 4 Pension Plan is a benefit plan reported by Joint Board Of Trustees Heat And Frost Insulators And Allied Worker under EIN 16-1068939 and plan number 001. The latest loaded filing year is 2023. The filing reports 239 participants and $18,768,911 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Joint Board Of Trustees Heat And Frost Insulators And Allied Worker
- EIN
- 16-1068939
- Plan number
- 001
- Plan type
- 1
- Location
- Buffalo, NY
- Latest filing year
- 2023
- Participants
- 239
- End-of-year plan assets
- $18,768,911
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 239 | H, C | 20241005063007NAL0006290739001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,768,911
- Total liabilities (EOY)
- $671,675
- Net assets (EOY)
- $18,097,236
- Net assets (BOY)
- $17,249,586
Income & contributions
- Employer contributions
- $1,277,015
- Total contributions
- $1,277,015
- Total income / additions
- $3,252,359
Expenses & distributions
- Benefits paid
- $2,177,370
- Administrative expenses
- $227,339
- Total expenses
- $2,404,709
- Net increase / (decrease)
- $847,650
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blitman & King Llp | NONE | $41,504 | not reported in the loaded dataset | 2023 |
| Andco Consulting, LLC | NONE | $40,700 | not reported in the loaded dataset | 2023 |
| John Fadeley | EMPLOYEE | $39,149 | not reported in the loaded dataset | 2023 |
| Usi Cg | NONE | $34,580 | not reported in the loaded dataset | 2023 |
| Arcara Lenda Eusanio & Stacey, Cpas | NONE | $28,655 | not reported in the loaded dataset | 2023 |
| Salem Trust Company | NONE | $7,575 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Joint Board Of Trustees Heat And Frost Insulators And Allied Worker
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Buffalo, NY
- Blitman & King Llp — Schedule C compensation
- Andco Consulting, LLC — Schedule C compensation
- John Fadeley — Schedule C compensation
- Usi Cg — Schedule C compensation
- Arcara Lenda Eusanio & Stacey, Cpas — Schedule C compensation
- Salem Trust Company — Schedule C compensation