Local 81 Int'L Assoc Of Heat & Frost Insulators & Allied Workers Pension Plan — Form 5500 plan (Board Of Trustees Of The Insulators And Allied Workers Local 81 Pensio)
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, Local 81 Int'L Assoc Of Heat & Frost Insulators & Allied Workers Pension Plan is a benefit plan reported by Board Of Trustees Of The Insulators And Allied Workers Local 81 Pensio under EIN 42-6094616 and plan number 001. The latest loaded filing year is 2023. The filing reports 224 participants and $21,871,113 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The Insulators And Allied Workers Local 81 Pensio
- EIN
- 42-6094616
- Plan number
- 001
- Plan type
- 1
- Location
- Moline, IL
- Latest filing year
- 2023
- Participants
- 224
- End-of-year plan assets
- $21,871,113
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 224 | H, C | 20250130124759NAL0000536819001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,871,113
- Total liabilities (EOY)
- $159,889
- Net assets (EOY)
- $21,711,224
- Net assets (BOY)
- $20,362,087
Income & contributions
- Employer contributions
- $1,391,988
- Total contributions
- $1,391,988
- Total income / additions
- $3,849,656
Expenses & distributions
- Benefits paid
- $2,323,002
- Administrative expenses
- $177,517
- Total expenses
- $2,500,519
- Net increase / (decrease)
- $1,349,137
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Quad City Bank & Trust | NONE | $32,115 | not reported in the loaded dataset | 2023 |
| Rj Lee & Associates | NONE | $25,833 | not reported in the loaded dataset | 2023 |
| United Actuarial Services, Inc. | NONE | $25,805 | not reported in the loaded dataset | 2023 |
| Investment Consultant Group, Inc. | NONE | $23,250 | not reported in the loaded dataset | 2023 |
| Romolo & Associates, LLC | NONE | $19,441 | not reported in the loaded dataset | 2023 |
| Cavanagh & O'Hara | NONE | $16,348 | not reported in the loaded dataset | 2023 |
| C.S. Mckee | NONE | $9,499 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The Insulators And Allied Workers Local 81 Pensio
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Moline, IL
- Quad City Bank & Trust — Schedule C compensation
- Rj Lee & Associates — Schedule C compensation
- United Actuarial Services, Inc. — Schedule C compensation
- Investment Consultant Group, Inc. — Schedule C compensation
- Romolo & Associates, LLC — Schedule C compensation
- Cavanagh & O'Hara — Schedule C compensation
- C.S. Mckee — Schedule C compensation