Heat & Frost Insulators Local 25 Supplemental Unemployment Benefit Fund — Form 5500 plan (Heat & Frost Insulators Local 25 Supplemental Unemployment Benefit)
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 & Frost Insulators Local 25 Supplemental Unemployment Benefit Fund is a benefit plan reported by Heat & Frost Insulators Local 25 Supplemental Unemployment Benefit under EIN 23-7114574 and plan number 501. The latest loaded filing year is 2023. The filing reports 168 participants and $4,055,130 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$4MPlan net assets, end of year$4,047,916
Participants168Covered participants reported
Assets / participant$24.1KComputed: assets ÷ participants$24,138 (computed)
Provider compensation$21.1K2 Schedule C provider row(s)$21,140
- Plan sponsor
- Heat & Frost Insulators Local 25 Supplemental Unemployment Benefit
- EIN
- 23-7114574
- Plan number
- 501
- Plan type
- 1
- Location
- Southfield, MI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 168 | H, C | 20250311122053NAL0017487985001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$4.1M total assets
Net assets$4MLiabilities$7.2K
Full reported line items
Net assets
- Total assets (EOY)
- $4,055,130
- Total liabilities (EOY)
- $7,214
- Net assets (EOY)
- $4,047,916
- Net assets (BOY)
- $3,298,331
Income & contributions
- Employer contributions
- $375,929
- Total contributions
- $375,929
- Total income / additions
- $902,157
Expenses & distributions
- Benefits paid
- $70,440
- Administrative expenses
- $82,132
- Total expenses
- $152,572
- Net increase / (decrease)
- $749,585
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Griffon Investment Advisors | NONE | $12,140 | not reported in the loaded dataset | 2023 |
| Wrubel Wesley & Co Cpas | NONE | $9,000 | not reported in the loaded dataset | 2023 |