Heat & Frost Insulators Local No. 67 Annuity Plan — Form 5500 plan (Board Of Trustees - Heat & Frost Insulators Local No. 67 Annuity)
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. 67 Annuity Plan is a benefit plan reported by Board Of Trustees - Heat & Frost Insulators Local No. 67 Annuity under EIN 52-6117921 and plan number 002. The latest loaded filing year is 2023. The filing reports 222 participants and $4,481,159 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees - Heat & Frost Insulators Local No. 67 Annuity
- EIN
- 52-6117921
- Plan number
- 002
- Plan type
- 1
- Location
- Goodlettsville, TN
- Latest filing year
- 2023
- Participants
- 222
- End-of-year plan assets
- $4,481,159
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 222 | H, C | 20241014221507NAL0055340546003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,481,159
- Total liabilities (EOY)
- $90
- Net assets (EOY)
- $4,481,069
- Net assets (BOY)
- $4,481,549
Income & contributions
- Employer contributions
- $27,054
- Total contributions
- $27,054
- Total income / additions
- $761,924
Expenses & distributions
- Benefits paid
- $724,351
- Administrative expenses
- $38,053
- Total expenses
- $762,404
- Net increase / (decrease)
- -$480
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Southern Benefit Administrators | NONE | $20,098 | not reported in the loaded dataset | 2023 |
| Daniels Irwin & Aylor | NONE | $10,250 | not reported in the loaded dataset | 2023 |
| Venable Law Firm, P.A. | NONE | $1,560 | not reported in the loaded dataset | 2023 |
| Mutual Funds | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees - Heat & Frost Insulators Local No. 67 Annuity
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Goodlettsville, TN
- Southern Benefit Administrators — Schedule C compensation
- Daniels Irwin & Aylor — Schedule C compensation
- Venable Law Firm, P.A. — Schedule C compensation
- Mutual Funds — Schedule C compensation