Intl Assn Heat & Frost Insulators & Allied Workers #81 Rsp — Form 5500 plan (Board Of Trustees Local 81 Intl Assoc Heat & Frost Insulators & 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, Intl Assn Heat & Frost Insulators & Allied Workers #81 Rsp is a benefit plan reported by Board Of Trustees Local 81 Intl Assoc Heat & Frost Insulators & Allied under EIN 36-4318955 and plan number 002. The latest loaded filing year is 2023. The filing reports 151 participants and $12,720,398 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Local 81 Intl Assoc Heat & Frost Insulators & Allied
- EIN
- 36-4318955
- Plan number
- 002
- Plan type
- 1
- Location
- Moline, IL
- Latest filing year
- 2023
- Participants
- 151
- End-of-year plan assets
- $12,720,398
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 151 | H, C | 20241008093246NAL0008221555002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,720,398
- Total liabilities (EOY)
- $19,345
- Net assets (EOY)
- $12,701,053
- Net assets (BOY)
- $10,549,624
Income & contributions
- Employer contributions
- $534,005
- Participant contributions
- $3,430
- Total contributions
- $537,435
- Total income / additions
- $2,723,764
Expenses & distributions
- Benefits paid
- $486,867
- Administrative expenses
- $85,468
- Total expenses
- $572,335
- Net increase / (decrease)
- $2,151,429
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| One America Retirement Services LLC | NONE | $28,161 | not reported in the loaded dataset | 2023 |
| Cavanagh & O'Hara | NONE | $16,862 | not reported in the loaded dataset | 2023 |
| Romolo & Asociates, LLC | NONE | $12,128 | not reported in the loaded dataset | 2023 |
| Rj Lee & Associates, Llp | NONE | $8,500 | not reported in the loaded dataset | 2023 |
| Investment Consulting Group | NONE | $5,250 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Local 81 Intl Assoc Heat & Frost Insulators & Allied
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Moline, IL
- One America Retirement Services LLC — Schedule C compensation
- Cavanagh & O'Hara — Schedule C compensation
- Romolo & Asociates, LLC — Schedule C compensation
- Rj Lee & Associates, Llp — Schedule C compensation
- Investment Consulting Group — Schedule C compensation