2023 Form 5500 filing — Heat And Frost Insulators And Allied Workers Local No. 4 Annuity Savings 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 20241002091603NAL0003918195001) for Heat And Frost Insulators And Allied Workers Local No. 4 Annuity Savings Fund, reported by Joint Board Of Trustees Heat And Frost Insulators And Allied Worker under EIN 16-1068939 and plan number 002. It reports 169 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002091603NAL0003918195001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Joint Board Of Trustees Heat And Frost Insulators And Allied Worker
- EIN
- 16-1068939
- Plan number
- 002
- Location
- Buffalo, NY
- Participants
- 169
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,041,672
- Total liabilities (EOY)
- $24,095
- Net assets (EOY)
- $11,017,577
- Employer contributions
- $287,941
- Total income / additions
- $1,668,060
- Benefits paid
- $360,915
- Administrative expenses
- $121,639
- Total expenses
- $508,285
- Net increase / (decrease)
- $1,159,775
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Fadeley | EMPLOYEE | $32,624 | not reported in the loaded dataset |
| Arcara Lenda Eusanio & Stacey Cpas | NONE | $27,005 | not reported in the loaded dataset |
| Blitman & King Llp | NONE | $22,375 | not reported in the loaded dataset |
| Lincoln National Corporation | SERVICE PROVIDER | $17,699 | $0 |
| Andco Consulting, LLC | NONE | $11,000 | not reported in the loaded dataset |