International Association Of Heat, Frost Allied Workers Lu 91 Welfare — Form 5500 plan (International Association Of Heat,Frost & Allied Workers Lu 91 Welfare)
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, Frost Allied Workers Lu 91 Welfare is a benefit plan reported by International Association Of Heat,Frost & Allied Workers Lu 91 Welfare under EIN 23-7086241 and plan number 501. The latest loaded filing year is 2023. The filing reports 60 participants and $2,485,293 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- International Association Of Heat,Frost & Allied Workers Lu 91 Welfare
- EIN
- 23-7086241
- Plan number
- 501
- Plan type
- 1
- Location
- Hudson, NY
- Latest filing year
- 2023
- Participants
- 60
- End-of-year plan assets
- $2,485,293
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 60 | I | 20241011160202NAL0037595312004 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,485,293
- Total liabilities (EOY)
- $277,335
- Net assets (EOY)
- $2,207,958
- Net assets (BOY)
- $2,232,431
Income & contributions
- Employer contributions
- $2,505,778
- Participant contributions
- $134,950
- Total income / additions
- $2,823,886
Expenses & distributions
- Benefits paid
- $2,738,754
- Administrative expenses
- $47,208
- Total expenses
- $2,848,359
- Net increase / (decrease)
- -$24,473
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.