International Association Of Heat And Frost Insulators Local 17 Annuity Fund — Form 5500 plan (Trustees Of Int'L Assn Of Heat And Frost Insulators Loc 17 Annuity Fd)

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 Local 17 Annuity Fund is a benefit plan reported by Trustees Of Int'L Assn Of Heat And Frost Insulators Loc 17 Annuity Fd under EIN 36-6754873 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,470 participants and $193,857,812 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Trustees Of Int'L Assn Of Heat And Frost Insulators Loc 17 Annuity Fd
EIN
36-6754873
Plan number
002
Plan type
1
Location
Tinley Park, IL
Latest filing year
2023
Participants
1,470
End-of-year plan assets
$193,857,812

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,470H, C20241008111613NAL0016508545001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$193,857,812
Total liabilities (EOY)
$36,794
Net assets (EOY)
$193,821,018
Net assets (BOY)
$172,571,313

Income & contributions

Employer contributions
$10,556,916
Participant contributions
$1,698,992
Total contributions
$12,255,908
Total income / additions
$33,595,436

Expenses & distributions

Benefits paid
$11,339,518
Administrative expenses
$1,006,213
Total expenses
$12,345,731
Net increase / (decrease)
$21,249,705

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Capital Invest Advs., IncNONE$51,000not reported in the loaded dataset2023
Legacy Professionals LlpNONE$40,892not reported in the loaded dataset2023
Mary McmullinEMPLOYEE$35,867not reported in the loaded dataset2023
Johnson & Krol, LLCNONE$15,468not reported in the loaded dataset2023
Jim KlemmeNONE$7,350not reported in the loaded dataset2023
Basys, IncNONE$7,227not reported in the loaded dataset2023
MillimanNONE$5,138not reported in the loaded dataset2023

Related Form 5500 pages