Heat And Frost Insulators Local 34 Pension Fund — Form 5500 plan (Board Of Trustees Of Heat And Frost Insulators Local 34 Pension 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 And Frost Insulators Local 34 Pension Fund is a benefit plan reported by Board Of Trustees Of Heat And Frost Insulators Local 34 Pension Fund under EIN 41-0574565 and plan number 001. The latest loaded filing year is 2023. The filing reports 651 participants and $206,802,029 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Heat And Frost Insulators Local 34 Pension Fund
- EIN
- 41-0574565
- Plan number
- 001
- Plan type
- 1
- Location
- Bloomington, MN
- Latest filing year
- 2023
- Participants
- 651
- End-of-year plan assets
- $206,802,029
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 651 | H, C | 20241002081957NAL0008511841001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $206,802,029
- Total liabilities (EOY)
- $49,645
- Net assets (EOY)
- $206,752,384
- Net assets (BOY)
- $176,672,910
Income & contributions
- Employer contributions
- $11,303,718
- Total contributions
- $11,303,718
- Total income / additions
- $40,929,643
Expenses & distributions
- Benefits paid
- $10,398,158
- Administrative expenses
- $225,674
- Total expenses
- $10,850,169
- Net increase / (decrease)
- $30,079,474
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fiducient Advisors | RETAINED BY EMPLOYER | $65,750 | not reported in the loaded dataset | 2023 |
| Wilson-Mcshane Corporation | RETAINED BY EMPLOYER | $54,000 | not reported in the loaded dataset | 2023 |
| John Hancock Retirement Plan Srvs | SERVICE PROVIDER | $53,188 | $0 | 2023 |
| Shumaker Loop & Kendrick Llp | RETAINED BY EMPLOYER | $14,288 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | SERVICE PROVIDER | $11,000 | not reported in the loaded dataset | 2023 |
| Mcgrann Shea Carnival | SERVICE PROVIDER | $6,108 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Heat And Frost Insulators Local 34 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Bloomington, MN
- Fiducient Advisors — Schedule C compensation
- Wilson-Mcshane Corporation — Schedule C compensation
- John Hancock Retirement Plan Srvs — Schedule C compensation
- Shumaker Loop & Kendrick Llp — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Mcgrann Shea Carnival — Schedule C compensation