2023 Form 5500 filing — Welfare Fund Of Heat And Frost Insulators Local 12
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240730153111NAL0032220352001) for Welfare Fund Of Heat And Frost Insulators Local 12, reported by Board Of Trustees Heat And Frost Insulators Local 12 under EIN 11-6302784 and plan number 501. It reports 676 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240730153111NAL0032220352001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Heat And Frost Insulators Local 12
- EIN
- 11-6302784
- Plan number
- 501
- Location
- Long Island City, NY
- Participants
- 676
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,917,998
- Total liabilities (EOY)
- $6,092,641
- Net assets (EOY)
- $24,825,357
- Employer contributions
- $10,500,331
- Participant contributions
- $4,145,428
- Total income / additions
- $16,830,211
- Benefits paid
- $15,932,695
- Administrative expenses
- $772,627
- Total expenses
- $16,705,322
- Net increase / (decrease)
- $124,889
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| United Healthcare Services, LLC | NONE | $607,078 | not reported in the loaded dataset |
| Schultheis & Panettieri, Llp | AUDITOR | $260,287 | not reported in the loaded dataset |
| Segal Company (Eastern States) | NONE | $200,107 | $0 |
| Bridgeway Benefit Technologies | COMPUTER CONSULTANT | $174,846 | not reported in the loaded dataset |
| Proskauer Rose Llp | NONE | $76,543 | not reported in the loaded dataset |
| Colleran, O'Hara & Mills, Llp | ATTORNEY | $75,743 | not reported in the loaded dataset |
| Magali Avila | NONE | $71,587 | not reported in the loaded dataset |
| Zenith American Solutions | NONE | $58,953 | not reported in the loaded dataset |
| Pro-Flex Administrators, LLC | NONE | $23,953 | not reported in the loaded dataset |
| Optumrx, Inc. | NONE | $17,481 | $6,182 |
| Boyd Watterson Asset Management LLC | NONE | $23,227 | $0 |
| M&T Bank | NONE | $16,487 | $0 |
| Highland Capital Management | NONE | $11,645 | not reported in the loaded dataset |
| Segal Select Insurance Services | NONE | $0 | $11,571 |
| Quadient Leasing Usa, Inc. | NONE | $8,921 | not reported in the loaded dataset |
| Reynolds Consulting Services, LLC | NONE | $6,427 | not reported in the loaded dataset |
| Eagle Asset Management | NONE | $5,504 | $0 |
| Paychex, Inc. | NONE | $5,097 | not reported in the loaded dataset |