Heat & Frost Insulators Local No. 33 Pension Plan — Form 5500 plan (Board Of Trustees Heat & Frost Insulators Loc No. 33 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 & Frost Insulators Local No. 33 Pension Plan is a benefit plan reported by Board Of Trustees Heat & Frost Insulators Loc No. 33 Pension Fund under EIN 51-6090208 and plan number 001. The latest loaded filing year is 2023. The filing reports 323 participants and $34,649,373 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Heat & Frost Insulators Loc No. 33 Pension Fund
- EIN
- 51-6090208
- Plan number
- 001
- Plan type
- 1
- Location
- Wallingford, CT
- Latest filing year
- 2023
- Participants
- 323
- End-of-year plan assets
- $34,649,373
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 323 | H, C | 20241015121227NAL0047813280003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,649,373
- Total liabilities (EOY)
- $15,708
- Net assets (EOY)
- $34,633,665
- Net assets (BOY)
- $32,731,577
Income & contributions
- Employer contributions
- $2,119,103
- Total contributions
- $2,119,103
- Total income / additions
- $5,566,778
Expenses & distributions
- Benefits paid
- $3,323,256
- Administrative expenses
- $341,434
- Total expenses
- $3,664,690
- Net increase / (decrease)
- $1,902,088
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fund Employee | EMPLOYEE | $72,063 | not reported in the loaded dataset | 2023 |
| Meketa Investment Group | NONE | $62,561 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $46,325 | not reported in the loaded dataset | 2023 |
| Harbourvest Partners, LLC | NONE | $0 | $40,274 | 2023 |
| Novak Francella LLC | NONE | $26,411 | not reported in the loaded dataset | 2023 |
| Ullico Investment Advisors Inc | NONE | $25,276 | not reported in the loaded dataset | 2023 |
| Reid & Riege, P.C. | NONE | $18,156 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Heat & Frost Insulators Loc No. 33 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Wallingford, CT
- Fund Employee — Schedule C compensation
- Meketa Investment Group — Schedule C compensation
- The Segal Company — Schedule C compensation
- Harbourvest Partners, LLC — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- Ullico Investment Advisors Inc — Schedule C compensation
- Reid & Riege, P.C. — Schedule C compensation