2023 Form 5500 filing — Heat And Frost Insulators And Allied Workers Local 47 Retirment Trust 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 20240906123008NAL0001088177001) for Heat And Frost Insulators And Allied Workers Local 47 Retirment Trust Fund, reported by Heat And Frost Insulators And Allied Workers Local 47 Retirement under EIN 38-6059001 and plan number 001. It reports 433 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240906123008NAL0001088177001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Heat And Frost Insulators And Allied Workers Local 47 Retirement
- EIN
- 38-6059001
- Plan number
- 001
- Location
- Lansing, MI
- Participants
- 433
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $49,477,917
- Total liabilities (EOY)
- $34,364
- Net assets (EOY)
- $49,443,553
- Employer contributions
- $3,000,900
- Total income / additions
- $8,155,088
- Benefits paid
- $3,440,002
- Administrative expenses
- $235,473
- Total expenses
- $3,675,475
- Net increase / (decrease)
- $4,479,613
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tic International Corp | NONE | $61,108 | not reported in the loaded dataset |
| Meketa Investment Group | NONE | $55,000 | not reported in the loaded dataset |
| United Actuarial Servcices | NONE | $26,625 | not reported in the loaded dataset |
| Stark Reagan, P.C. | NONE | $18,786 | not reported in the loaded dataset |
| Benda, Grace, Stulz & Company, P.C. | NONE | $16,500 | not reported in the loaded dataset |