2023 Form 5500 filing — Heat And Frost Insulators Local 34 Pension 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 20241002081957NAL0008511841001) for Heat And Frost Insulators Local 34 Pension Fund, reported by Board Of Trustees Of Heat And Frost Insulators Local 34 Pension Fund under EIN 41-0574565 and plan number 001. It reports 651 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002081957NAL0008511841001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Heat And Frost Insulators Local 34 Pension Fund
- EIN
- 41-0574565
- Plan number
- 001
- Location
- Bloomington, MN
- Participants
- 651
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $206,802,029
- Total liabilities (EOY)
- $49,645
- Net assets (EOY)
- $206,752,384
- Employer contributions
- $11,303,718
- Total income / additions
- $40,929,643
- Benefits paid
- $10,398,158
- Administrative expenses
- $225,674
- Total expenses
- $10,850,169
- Net increase / (decrease)
- $30,079,474
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fiducient Advisors | RETAINED BY EMPLOYER | $65,750 | not reported in the loaded dataset |
| Wilson-Mcshane Corporation | RETAINED BY EMPLOYER | $54,000 | not reported in the loaded dataset |
| John Hancock Retirement Plan Srvs | SERVICE PROVIDER | $53,188 | $0 |
| Shumaker Loop & Kendrick Llp | RETAINED BY EMPLOYER | $14,288 | not reported in the loaded dataset |
| Legacy Professionals Llp | SERVICE PROVIDER | $11,000 | not reported in the loaded dataset |
| Mcgrann Shea Carnival | SERVICE PROVIDER | $6,108 | not reported in the loaded dataset |