Int'L Assn Of Heat & Frost Insulators & Asbestos Workers Local 127 Pension Fund — Form 5500 plan (Trustees Of Int'L Assn Of Heat & Frost I & Asbestos Workers Local 127)
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, Int'L Assn Of Heat & Frost Insulators & Asbestos Workers Local 127 Pension Fund is a benefit plan reported by Trustees Of Int'L Assn Of Heat & Frost I & Asbestos Workers Local 127 under EIN 51-0167810 and plan number 001. The latest loaded filing year is 2023. The filing reports 254 participants and $37,054,529 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Int'L Assn Of Heat & Frost I & Asbestos Workers Local 127
- EIN
- 51-0167810
- Plan number
- 001
- Plan type
- 1
- Location
- Milwaukee, WI
- Latest filing year
- 2023
- Participants
- 254
- End-of-year plan assets
- $37,054,529
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 254 | H, C | 20250514142555NAL0018902929001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $37,054,529
- Total liabilities (EOY)
- $2,099
- Net assets (EOY)
- $37,052,430
- Net assets (BOY)
- $33,733,393
Income & contributions
- Employer contributions
- $2,430,845
- Total contributions
- $2,430,845
- Total income / additions
- $5,848,855
Expenses & distributions
- Benefits paid
- $2,355,920
- Administrative expenses
- $173,898
- Total expenses
- $2,529,818
- Net increase / (decrease)
- $3,319,037
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| United Actuarial Services, Inc. | NONE | $42,043 | not reported in the loaded dataset | 2023 |
| Andco | NONE | $24,000 | not reported in the loaded dataset | 2023 |
| The Previant Law Firm | NONE | $19,278 | not reported in the loaded dataset | 2023 |
| Bpa Of Wi A Benesys Company | NONE | $18,859 | not reported in the loaded dataset | 2023 |
| Associated Trust Company Na | NONE | $18,494 | not reported in the loaded dataset | 2023 |
| Lee Jost & Associates | NONE | $18,288 | not reported in the loaded dataset | 2023 |
| Sikich Cpa LLC | NONE | $14,035 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Int'L Assn Of Heat & Frost I & Asbestos Workers Local 127
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Milwaukee, WI
- United Actuarial Services, Inc. — Schedule C compensation
- Andco — Schedule C compensation
- The Previant Law Firm — Schedule C compensation
- Bpa Of Wi A Benesys Company — Schedule C compensation
- Associated Trust Company Na — Schedule C compensation
- Lee Jost & Associates — Schedule C compensation
- Sikich Cpa LLC — Schedule C compensation