2023 Form 5500 filing — International Association Of Heat And Frost Insulators And Allied Workers Local No. 40 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 20241011141141NAL0011003907001) for International Association Of Heat And Frost Insulators And Allied Workers Local No. 40 Welfare Fund, reported by International Association Of Heat And Frost Insulators And Allied Work under EIN 14-1514924 and plan number 501. It reports 179 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011141141NAL0011003907001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- International Association Of Heat And Frost Insulators And Allied Work
- EIN
- 14-1514924
- Plan number
- 501
- Location
- Pittsburg, PA
- Participants
- 179
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,708,982
- Total liabilities (EOY)
- $342,082
- Net assets (EOY)
- $5,366,900
- Employer contributions
- $1,326,100
- Participant contributions
- $86,755
- Total income / additions
- $2,058,893
- Benefits paid
- $1,334,463
- Administrative expenses
- $114,686
- Total expenses
- $1,449,149
- Net increase / (decrease)
- $609,744
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zenith American Solutions | NONE | $35,911 | not reported in the loaded dataset |
| Marshall & Sterling Employee Benefi | NONE | $25,911 | not reported in the loaded dataset |
| Merrill Lynch Pierce Fenner & Smith | NONE | $16,496 | not reported in the loaded dataset |
| Teal, Becker & Chiaramonte Cpas | NONE | $15,000 | not reported in the loaded dataset |
| Western Asset Multi Core Plus | NONE | $7,434 | not reported in the loaded dataset |
| Barnes, Iaccarino & Shepherd Llp | NONE | $6,000 | not reported in the loaded dataset |