Intl Assn Of Heat & Frost Insulators & Allied Workers Local No. 26 Pension Plan — Form 5500 plan (Intl Assn Of Heat & Frost Insulators & A Workers Local No. 26 Pension)
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, Intl Assn Of Heat & Frost Insulators & Allied Workers Local No. 26 Pension Plan is a benefit plan reported by Intl Assn Of Heat & Frost Insulators & A Workers Local No. 26 Pension under EIN 16-6028820 and plan number 001. The latest loaded filing year is 2023. The filing reports 136 participants and $18,572,271 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Intl Assn Of Heat & Frost Insulators & A Workers Local No. 26 Pension
- EIN
- 16-6028820
- Plan number
- 001
- Plan type
- 1
- Location
- Rochester, NY
- Latest filing year
- 2023
- Participants
- 136
- End-of-year plan assets
- $18,572,271
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 136 | H, C | 20250610125254NAL0014817041001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,572,271
- Total liabilities (EOY)
- $5,218
- Net assets (EOY)
- $18,567,053
- Net assets (BOY)
- $16,762,222
Income & contributions
- Employer contributions
- $685,412
- Total contributions
- $685,412
- Total income / additions
- $3,021,045
Expenses & distributions
- Benefits paid
- $882,178
- Administrative expenses
- $334,036
- Total expenses
- $1,216,214
- Net increase / (decrease)
- $1,804,831
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | NONE | $66,941 | $0 | 2023 |
| Bonadio & Co., Llp | NONE | $43,740 | not reported in the loaded dataset | 2023 |
| Bolton | NONE | $27,500 | not reported in the loaded dataset | 2023 |
| Ia Of H&F Insulators Local Union 26 | RELATED PARTY | $10,167 | not reported in the loaded dataset | 2023 |
| Robert F. Pizzo, Esq | NONE | $7,449 | not reported in the loaded dataset | 2023 |
| Scott Davignon | NONE | $6,875 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Intl Assn Of Heat & Frost Insulators & A Workers Local No. 26 Pension
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Rochester, NY
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Bonadio & Co., Llp — Schedule C compensation
- Bolton — Schedule C compensation
- Ia Of H&F Insulators Local Union 26 — Schedule C compensation
- Robert F. Pizzo, Esq — Schedule C compensation
- Scott Davignon — Schedule C compensation