2023 Form 5500 filing — International Association Of Heat And Frost Insulators And Allied Workers Local No. 40 Annuity 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 20241011140634NAL0044546450002) for International Association Of Heat And Frost Insulators And Allied Workers Local No. 40 Annuity Fund, reported by Board Of Trustees Of Local 40 Annuity Fund under EIN 14-1514924 and plan number 002. It reports 166 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011140634NAL0044546450002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Local 40 Annuity Fund
- EIN
- 14-1514924
- Plan number
- 002
- Location
- Pittsburg, PA
- Participants
- 166
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,570,514
- Total liabilities (EOY)
- $10,006
- Net assets (EOY)
- $10,560,508
- Employer contributions
- $794,969
- Total income / additions
- $1,924,701
- Benefits paid
- $559,436
- Administrative expenses
- $42,850
- Total expenses
- $602,286
- Net increase / (decrease)
- $1,322,415
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $24,486 | $0 |
| Merrill Lynch Pierce Fenner Smith | NONE | $19,363 | not reported in the loaded dataset |
| Teal, Becker & Chiaramonte | NONE | $12,300 | not reported in the loaded dataset |
| Zenith American Solutions | NONE | $7,249 | not reported in the loaded dataset |