International Assoc Of Heat And Frost Insulators Local 17 Pension Fund — Form 5500 plan (Trustees Of Intl Assoc. Of Heat And Frost Insul Local 17 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, International Assoc Of Heat And Frost Insulators Local 17 Pension Fund is a benefit plan reported by Trustees Of Intl Assoc. Of Heat And Frost Insul Local 17 Pension Fund under EIN 51-6033290 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,711 participants and $308,813,883 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Intl Assoc. Of Heat And Frost Insul Local 17 Pension Fund
- EIN
- 51-6033290
- Plan number
- 001
- Plan type
- 1
- Location
- Tinley Park, IL
- Latest filing year
- 2023
- Participants
- 1,711
- End-of-year plan assets
- $308,813,883
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,711 | H, C | 20241008111727NAL0028426608001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $308,813,883
- Total liabilities (EOY)
- $206,703
- Net assets (EOY)
- $308,607,180
- Net assets (BOY)
- $283,776,778
Income & contributions
- Employer contributions
- $13,342,829
- Total contributions
- $13,342,829
- Total income / additions
- $47,598,813
Expenses & distributions
- Benefits paid
- $21,757,926
- Administrative expenses
- $1,010,485
- Total expenses
- $22,768,411
- Net increase / (decrease)
- $24,830,402
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Milliman | NONE | $146,609 | not reported in the loaded dataset | 2023 |
| National Inv Svcs Of America, Inc | NONE | $144,403 | not reported in the loaded dataset | 2023 |
| Mary Mcmullin | EMPLOYEE | $124,153 | not reported in the loaded dataset | 2023 |
| Strategic Capital Investment Adviso | NONE | $91,000 | not reported in the loaded dataset | 2023 |
| Washington Capital Management, Inc. | NONE | $70,432 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $61,045 | not reported in the loaded dataset | 2023 |
| Great Lakes Advisors, LLC | NONE | $45,528 | not reported in the loaded dataset | 2023 |
| James Klemme | NONE | $33,075 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $32,695 | not reported in the loaded dataset | 2023 |
| Old National Bank | NONE | $30,000 | not reported in the loaded dataset | 2023 |
| Johnson & Krol, LLC | NONE | $20,650 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Intl Assoc. Of Heat And Frost Insul Local 17 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Tinley Park, IL
- Milliman — Schedule C compensation
- National Inv Svcs Of America, Inc — Schedule C compensation
- Mary Mcmullin — Schedule C compensation
- Strategic Capital Investment Adviso — Schedule C compensation
- Washington Capital Management, Inc. — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Great Lakes Advisors, LLC — Schedule C compensation
- James Klemme — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Old National Bank — Schedule C compensation
- Johnson & Krol, LLC — Schedule C compensation