Heat & Frost Insulators And Allied Workers Local #50 Annuity Plan — Form 5500 plan (Heat & Frost Insulators And Allied)
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 And Allied Workers Local #50 Annuity Plan is a benefit plan reported by Heat & Frost Insulators And Allied under EIN 31-1028544 and plan number 003. The latest loaded filing year is 2023. The filing reports 696 participants and $11,752,759 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Heat & Frost Insulators And Allied
- EIN
- 31-1028544
- Plan number
- 003
- Plan type
- 1
- Location
- Indianapolis, IN
- Latest filing year
- 2023
- Participants
- 696
- End-of-year plan assets
- $11,752,759
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 696 | H, C | 20241224050926NAL0005300115001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,752,759
- Total liabilities (EOY)
- $35,625
- Net assets (EOY)
- $11,717,134
- Net assets (BOY)
- $10,057,987
Income & contributions
- Employer contributions
- $1,302,185
- Total contributions
- $1,302,185
- Total income / additions
- $2,807,732
Expenses & distributions
- Benefits paid
- $999,914
- Administrative expenses
- $93,930
- Total expenses
- $1,148,585
- Net increase / (decrease)
- $1,659,147
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wells Fargo Advisors | NONE | $28,657 | not reported in the loaded dataset | 2023 |
| Ledbetter Parisi LLC | NONE | $27,143 | not reported in the loaded dataset | 2023 |
| Healthscope Benefits | NONE | $23,413 | not reported in the loaded dataset | 2023 |
| Clark, Schaefer, Hackett & Co. | NONE | $9,022 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Heat & Frost Insulators And Allied
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Indianapolis, IN
- Wells Fargo Advisors — Schedule C compensation
- Ledbetter Parisi LLC — Schedule C compensation
- Healthscope Benefits — Schedule C compensation
- Clark, Schaefer, Hackett & Co. — Schedule C compensation