2023 Form 5500 filing — Heat & Frost Insulators And Allied Workers Local 47 Welfare Fund
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 20240905083006NAL0043218194001) for Heat & Frost Insulators And Allied Workers Local 47 Welfare Fund, reported by Heat & Frost Insulators And Allied Workers Local 47 Welfare Fund under EIN 38-6058846 and plan number 501. It reports 291 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240905083006NAL0043218194001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Heat & Frost Insulators And Allied Workers Local 47 Welfare Fund
- EIN
- 38-6058846
- Plan number
- 501
- Location
- Lansing, MI
- Participants
- 291
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,584,399
- Total liabilities (EOY)
- $2,421,344
- Net assets (EOY)
- $3,163,055
- Employer contributions
- $3,195,597
- Participant contributions
- $515,505
- Total income / additions
- $4,248,132
- Benefits paid
- $3,586,855
- Administrative expenses
- $351,799
- Total expenses
- $3,938,654
- Net increase / (decrease)
- $309,478
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blue Cross Blue Shield Of Michigan | NONE | $206,837 | $0 |
| Tic International | NONE | $73,754 | not reported in the loaded dataset |
| Michael G. Buck | NONE | $0 | $50,329 |
| Benda, Grace, Stulz & Company, P.C. | NONE | $15,800 | not reported in the loaded dataset |
| Stark, Reagan P.C. | NONE | $13,723 | not reported in the loaded dataset |
| Meketa Investment Group | NONE | $10,000 | not reported in the loaded dataset |
| United Actuarial Services | NONE | $8,450 | not reported in the loaded dataset |