Heat & Frost Insulators And Allied Workers Local 47 Welfare Fund — Form 5500 plan (Heat & Frost Insulators And Allied Workers Local 47 Welfare Fund)
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 47 Welfare Fund is a benefit plan reported by Heat & Frost Insulators And Allied Workers Local 47 Welfare Fund under EIN 38-6058846 and plan number 501. The latest loaded filing year is 2023. The filing reports 291 participants and $5,584,399 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Heat & Frost Insulators And Allied Workers Local 47 Welfare Fund
- EIN
- 38-6058846
- Plan number
- 501
- Plan type
- 1
- Location
- Lansing, MI
- Latest filing year
- 2023
- Participants
- 291
- End-of-year plan assets
- $5,584,399
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 291 | H, C | 20240905083006NAL0043218194001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,584,399
- Total liabilities (EOY)
- $2,421,344
- Net assets (EOY)
- $3,163,055
- Net assets (BOY)
- $2,853,577
Income & contributions
- Employer contributions
- $3,195,597
- Participant contributions
- $515,505
- Total contributions
- $3,711,102
- Total income / additions
- $4,248,132
Expenses & distributions
- Benefits paid
- $3,586,855
- Administrative expenses
- $351,799
- Total expenses
- $3,938,654
- Net increase / (decrease)
- $309,478
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Cross Blue Shield Of Michigan | NONE | $206,837 | $0 | 2023 |
| Tic International | NONE | $73,754 | not reported in the loaded dataset | 2023 |
| Michael G. Buck | NONE | $0 | $50,329 | 2023 |
| Benda, Grace, Stulz & Company, P.C. | NONE | $15,800 | not reported in the loaded dataset | 2023 |
| Stark, Reagan P.C. | NONE | $13,723 | not reported in the loaded dataset | 2023 |
| Meketa Investment Group | NONE | $10,000 | not reported in the loaded dataset | 2023 |
| United Actuarial Services | NONE | $8,450 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Heat & Frost Insulators And Allied Workers Local 47 Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Lansing, MI
- Blue Cross Blue Shield Of Michigan — Schedule C compensation
- Tic International — Schedule C compensation
- Michael G. Buck — Schedule C compensation
- Benda, Grace, Stulz & Company, P.C. — Schedule C compensation
- Stark, Reagan P.C. — Schedule C compensation
- Meketa Investment Group — Schedule C compensation
- United Actuarial Services — Schedule C compensation