International Association Of Heat & Frost Insulators And Allied Workers 13 Pension — Form 5500 plan (Allied Workers 13 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 Association Of Heat & Frost Insulators And Allied Workers 13 Pension is a benefit plan reported by Allied Workers 13 Pension Fund under EIN 59-1086811 and plan number 001. The latest loaded filing year is 2023. The filing reports 137 participants and $15,945,704 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Allied Workers 13 Pension Fund
- EIN
- 59-1086811
- Plan number
- 001
- Plan type
- 1
- Location
- Columbia, MD
- Latest filing year
- 2023
- Participants
- 137
- End-of-year plan assets
- $15,945,704
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 137 | H, C | 20241014092800NAL0014700227004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,945,704
- Net assets (EOY)
- $15,945,704
- Net assets (BOY)
- $14,813,717
Income & contributions
- Employer contributions
- $71,268
- Total contributions
- $71,268
- Total income / additions
- $2,138,428
Expenses & distributions
- Benefits paid
- $904,463
- Administrative expenses
- $101,978
- Total expenses
- $1,006,441
- Net increase / (decrease)
- $1,131,987
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benesys | NONE | $37,038 | not reported in the loaded dataset | 2023 |
| Steven D. Eisenberg Cpa, P.A. | NONE | $19,209 | not reported in the loaded dataset | 2023 |
| Andco Consulting LLC | NONE | $13,500 | not reported in the loaded dataset | 2023 |
| Southern Actuarial Services | NONE | $9,200 | not reported in the loaded dataset | 2023 |
| Venable Law Firm | NONE | $6,844 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Allied Workers 13 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Columbia, MD
- Benesys — Schedule C compensation
- Steven D. Eisenberg Cpa, P.A. — Schedule C compensation
- Andco Consulting LLC — Schedule C compensation
- Southern Actuarial Services — Schedule C compensation
- Venable Law Firm — Schedule C compensation