Intl Assoc Of Heat & Frost Insulators & Allied Workers Local 78 Health & Welfare Plan — Form 5500 plan (Intl Assoc Of Heat & Frost Insulators & Allied Workers Local)
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, Intl Assoc Of Heat & Frost Insulators & Allied Workers Local 78 Health & Welfare Plan is a benefit plan reported by Intl Assoc Of Heat & Frost Insulators & Allied Workers Local under EIN 63-1149541 and plan number 501. The latest loaded filing year is 2023. The filing reports 237 participants and $8,696,280 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Intl Assoc Of Heat & Frost Insulators & Allied Workers Local
- EIN
- 63-1149541
- Plan number
- 501
- Plan type
- 1
- Location
- Goodlettsville, TN
- Latest filing year
- 2023
- Participants
- 237
- End-of-year plan assets
- $8,696,280
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 237 | H, C | 20241013214506NAL0012667651001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,696,280
- Total liabilities (EOY)
- $70,052
- Net assets (EOY)
- $8,626,228
- Net assets (BOY)
- $8,084,669
Income & contributions
- Employer contributions
- $1,651,519
- Participant contributions
- $160,709
- Total contributions
- $1,812,228
- Total income / additions
- $2,391,634
Expenses & distributions
- Benefits paid
- $1,563,888
- Administrative expenses
- $286,187
- Total expenses
- $1,850,075
- Net increase / (decrease)
- $541,559
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Cross Blue Shield Of Alabama | NONE | $117,185 | not reported in the loaded dataset | 2023 |
| Southern Benefit Administrators | NONE | $73,200 | not reported in the loaded dataset | 2023 |
| Bha Consulting LLC | NONE | $24,810 | not reported in the loaded dataset | 2023 |
| Highland Capital Management | NONE | $19,840 | not reported in the loaded dataset | 2023 |
| Daniels, Irwin & Aylor, Cpas | NONE | $16,625 | not reported in the loaded dataset | 2023 |
| Regions Bank | NONE | $7,138 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $5,744 | not reported in the loaded dataset | 2023 |
| Reynolds Consulting Services LLC | NONE | $5,700 | not reported in the loaded dataset | 2023 |
| Quinn Connor Weaver Davies & Rouco | NONE | $3,077 | not reported in the loaded dataset | 2023 |
| Money Market Fund | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Intl Assoc Of Heat & Frost Insulators & Allied Workers Local
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Goodlettsville, TN
- Blue Cross Blue Shield Of Alabama — Schedule C compensation
- Southern Benefit Administrators — Schedule C compensation
- Bha Consulting LLC — Schedule C compensation
- Highland Capital Management — Schedule C compensation
- Daniels, Irwin & Aylor, Cpas — Schedule C compensation
- Regions Bank — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- Reynolds Consulting Services LLC — Schedule C compensation
- Quinn Connor Weaver Davies & Rouco — Schedule C compensation
- Money Market Fund — Schedule C compensation