2023 Form 5500 filing — Pension 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 20240730155111NAL0021102945001) for Pension Fund Of Heat And Frost Insulators Local 12, reported by Board Of Trustees Pension Fund Of Heat And Frost Insulators Local 12 under EIN 51-6045262 and plan number 002. It reports 954 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240730155111NAL0021102945001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Pension Fund Of Heat And Frost Insulators Local 12
- EIN
- 51-6045262
- Plan number
- 002
- Location
- Long Island City, NY
- Participants
- 954
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $140,849,853
- Total liabilities (EOY)
- $5,634,621
- Net assets (EOY)
- $135,215,232
- Employer contributions
- $4,219,995
- Total income / additions
- $21,975,603
- Benefits paid
- $6,005,913
- Administrative expenses
- $1,223,612
- Total expenses
- $7,229,525
- Net increase / (decrease)
- $14,746,078
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nuveen Asset Management | NONE | $135,874 | $0 |
| Zenith American Solutions | NONE | $110,240 | not reported in the loaded dataset |
| Schultheis & Panettieri, Llp | AUDITOR | $97,095 | not reported in the loaded dataset |
| Vss Structured Capital Parallel Iv, | NONE | $94,723 | not reported in the loaded dataset |
| Columbia Management Investment Advi | NONE | $90,513 | $0 |
| Segal Company (Eastern States) | NONE | $72,790 | not reported in the loaded dataset |
| Ullico Infrastructure | NONE | $58,344 | not reported in the loaded dataset |
| Proskauer Rose Llp | ATTORNEY | $51,977 | not reported in the loaded dataset |
| Crescent Mezzanine Partners Viib Lp | NONE | $40,235 | not reported in the loaded dataset |
| Prudential Insurance Co. | NONE | $38,070 | not reported in the loaded dataset |
| Colleran, O'Hara & Mills, Llp | ATTORNEY | $37,133 | not reported in the loaded dataset |
| Rbc Global Asset Management | NONE | $32,374 | not reported in the loaded dataset |
| Crescent Capital High Income Fund B | NONE | $28,853 | not reported in the loaded dataset |
| Prudential Retirement & Annuity Co. | NONE | $22,958 | not reported in the loaded dataset |
| M & T Bank | NONE | $22,879 | $0 |
| Tocqueville Asset Management Lp | NONE | $14,466 | $0 |
| Reynolds Consulting Services, LLC | NONE | $14,141 | not reported in the loaded dataset |
| Union Labor Life Insurance Company | NONE | $7,856 | $0 |
| Vss Structured Capital Parallel Iii | NONE | $7,245 | not reported in the loaded dataset |