International Association Of Heat & Frost Insulators & Allied Workers Local 78 Pension Plan — Form 5500 plan (International Association Of Heat & Frost Insulators & Allied)
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 & Allied Workers Local 78 Pension Plan is a benefit plan reported by International Association Of Heat & Frost Insulators & Allied under EIN 63-0732852 and plan number 002. The latest loaded filing year is 2023. The filing reports 183 participants and $36,646,012 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- International Association Of Heat & Frost Insulators & Allied
- EIN
- 63-0732852
- Plan number
- 002
- Plan type
- 1
- Location
- Goodlettsville, TN
- Latest filing year
- 2023
- Participants
- 183
- End-of-year plan assets
- $36,646,012
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 183 | H, C | 20241013213007NAL0042940208001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $36,646,012
- Total liabilities (EOY)
- $21,452
- Net assets (EOY)
- $36,624,560
- Net assets (BOY)
- $35,325,352
Income & contributions
- Employer contributions
- $1,612,957
- Total contributions
- $1,612,957
- Total income / additions
- $5,568,146
Expenses & distributions
- Benefits paid
- $4,022,260
- Administrative expenses
- $246,678
- Total expenses
- $4,268,938
- Net increase / (decrease)
- $1,299,208
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Highland Capital Management | NONE | $94,436 | $1,209 | 2023 |
| Cca Black, Lp | NONE | $40,184 | $7,864 | 2023 |
| Ullico | NONE | $40,184 | not reported in the loaded dataset | 2023 |
| Boyd Watterson Asset Management | NONE | $0 | $37,886 | 2023 |
| Reynolds Consulting Services, LLC | NONE | $36,400 | not reported in the loaded dataset | 2023 |
| Southern Benefit Administrators | NONE | $25,155 | not reported in the loaded dataset | 2023 |
| Daniels, Irwin & Aylor | NONE | $21,225 | not reported in the loaded dataset | 2023 |
| Newtower Trust | NONE | $0 | $17,418 | 2023 |
| Quinn Connor Weaver Davies & Rouco | NONE | $5,036 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $2,345 | $470 | 2023 |
| Exchange Traded & Money Market Fds | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for International Association Of Heat & Frost Insulators & Allied
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Goodlettsville, TN
- Highland Capital Management — Schedule C compensation
- Cca Black, Lp — Schedule C compensation
- Ullico — Schedule C compensation
- Boyd Watterson Asset Management — Schedule C compensation
- Reynolds Consulting Services, LLC — Schedule C compensation
- Southern Benefit Administrators — Schedule C compensation
- Daniels, Irwin & Aylor — Schedule C compensation
- Newtower Trust — Schedule C compensation
- Quinn Connor Weaver Davies & Rouco — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- Exchange Traded & Money Market Fds — Schedule C compensation