Heat And Frost Insulators And Allied Workers Local No. 4 Annuity Savings Fund — 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 Annuity Savings Fund is a benefit plan reported by Joint Board Of Trustees Heat And Frost Insulators And Allied Worker under EIN 16-1068939 and plan number 002. The latest loaded filing year is 2023. The filing reports 169 participants and $11,041,672 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
- 002
- Plan type
- 1
- Location
- Buffalo, NY
- Latest filing year
- 2023
- Participants
- 169
- End-of-year plan assets
- $11,041,672
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 169 | H, C | 20241002091603NAL0003918195001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,041,672
- Total liabilities (EOY)
- $24,095
- Net assets (EOY)
- $11,017,577
- Net assets (BOY)
- $9,857,802
Income & contributions
- Employer contributions
- $287,941
- Total contributions
- $287,941
- Total income / additions
- $1,668,060
Expenses & distributions
- Benefits paid
- $360,915
- Administrative expenses
- $121,639
- Total expenses
- $508,285
- Net increase / (decrease)
- $1,159,775
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Fadeley | EMPLOYEE | $32,624 | not reported in the loaded dataset | 2023 |
| Arcara Lenda Eusanio & Stacey Cpas | NONE | $27,005 | not reported in the loaded dataset | 2023 |
| Blitman & King Llp | NONE | $22,375 | not reported in the loaded dataset | 2023 |
| Lincoln National Corporation | SERVICE PROVIDER | $17,699 | $0 | 2023 |
| Andco Consulting, LLC | NONE | $11,000 | not reported in the loaded dataset | 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
- John Fadeley — Schedule C compensation
- Arcara Lenda Eusanio & Stacey Cpas — Schedule C compensation
- Blitman & King Llp — Schedule C compensation
- Lincoln National Corporation — Schedule C compensation
- Andco Consulting, LLC — Schedule C compensation