International Association Of Heat And Frost Insulators & Allied Workers Local #3 Pension Plan — Form 5500 plan (International Assoc Of Heat And Frost Insulators & Allied Workers)
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 And Frost Insulators & Allied Workers Local #3 Pension Plan is a benefit plan reported by International Assoc Of Heat And Frost Insulators & Allied Workers under EIN 34-1311911 and plan number 001. The latest loaded filing year is 2023. The filing reports 249 participants and $25,819,690 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- International Assoc Of Heat And Frost Insulators & Allied Workers
- EIN
- 34-1311911
- Plan number
- 001
- Plan type
- 1
- Location
- Canfield, OH
- Latest filing year
- 2023
- Participants
- 249
- End-of-year plan assets
- $25,819,690
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 249 | H, C | 20250317143805NAL0000967187001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,819,690
- Net assets (EOY)
- $25,819,690
- Net assets (BOY)
- $25,208,162
Income & contributions
- Employer contributions
- $2,493,641
- Total contributions
- $2,493,641
- Total income / additions
- $5,969,789
Expenses & distributions
- Benefits paid
- $5,092,158
- Administrative expenses
- $266,103
- Total expenses
- $5,358,261
- Net increase / (decrease)
- $611,528
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $135,542 | $0 | 2023 |
| Park Edge Advisor, LLC | INVESTMENT ADVISOR | $75,134 | not reported in the loaded dataset | 2023 |
| Benesys | AUDITOR | $25,734 | not reported in the loaded dataset | 2023 |
| Barnes Wendling Cpas, Inc | ACCOUNTANT | $19,600 | not reported in the loaded dataset | 2023 |
| Insurance Partners Agency, Inc | INSURANCE | $8,856 | not reported in the loaded dataset | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for International Assoc Of Heat And Frost Insulators & Allied Workers
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Canfield, OH
- Transamerica Retirement Solutions — Schedule C compensation
- Park Edge Advisor, LLC — Schedule C compensation
- Benesys — Schedule C compensation
- Barnes Wendling Cpas, Inc — Schedule C compensation
- Insurance Partners Agency, Inc — Schedule C compensation
- National Financial Services — Schedule C compensation