2023 Form 5500 filing — Annuity 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 20240730162741NAL0032417872001) for Annuity Fund Of Heat And Frost Insulators Local 12, reported by Board Of Trustees Annuity Fund Of Heat And Frost Insulators Local 12 under EIN 13-6101711 and plan number 001. It reports 758 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240730162741NAL0032417872001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Annuity Fund Of Heat And Frost Insulators Local 12
- EIN
- 13-6101711
- Plan number
- 001
- Location
- Long Island City, NY
- Participants
- 758
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $188,072,301
- Total liabilities (EOY)
- $351,674
- Net assets (EOY)
- $187,720,627
- Employer contributions
- $6,236,767
- Total income / additions
- $30,708,770
- Benefits paid
- $17,087,022
- Administrative expenses
- $660,045
- Total expenses
- $18,299,241
- Net increase / (decrease)
- $12,409,529
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mackay Shields LLC | NONE | $76,118 | not reported in the loaded dataset |
| Proskauer Rose Llp | NONE | $57,228 | not reported in the loaded dataset |
| Schultheis & Panettieri, Llp | AUDITOR | $55,000 | not reported in the loaded dataset |
| John Hancock Retirement Plan Srvcs | NONE | $54,082 | $0 |
| Colleran O'Hara & Mills Llp | ATTORNEY | $46,846 | not reported in the loaded dataset |
| M & T Bank | NONE | $33,322 | $0 |
| Reynolds Consulting Services | NONE | $33,137 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $8,000 | not reported in the loaded dataset |
| Zenith American Solutions | NONE | $6,880 | not reported in the loaded dataset |