2023 Form 5500 filing — Intl Assoc Of Heat & Frost Insulators & Allied Workers Local 78 Health & Welfare Plan
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 20241013214506NAL0012667651001) for Intl Assoc Of Heat & Frost Insulators & Allied Workers Local 78 Health & Welfare Plan, reported by Intl Assoc Of Heat & Frost Insulators & Allied Workers Local under EIN 63-1149541 and plan number 501. It reports 237 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013214506NAL0012667651001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Intl Assoc Of Heat & Frost Insulators & Allied Workers Local
- EIN
- 63-1149541
- Plan number
- 501
- Location
- Goodlettsville, TN
- Participants
- 237
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,696,280
- Total liabilities (EOY)
- $70,052
- Net assets (EOY)
- $8,626,228
- Employer contributions
- $1,651,519
- Participant contributions
- $160,709
- Total income / additions
- $2,391,634
- Benefits paid
- $1,563,888
- Administrative expenses
- $286,187
- Total expenses
- $1,850,075
- Net increase / (decrease)
- $541,559
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blue Cross Blue Shield Of Alabama | NONE | $117,185 | not reported in the loaded dataset |
| Southern Benefit Administrators | NONE | $73,200 | not reported in the loaded dataset |
| Bha Consulting LLC | NONE | $24,810 | not reported in the loaded dataset |
| Highland Capital Management | NONE | $19,840 | not reported in the loaded dataset |
| Daniels, Irwin & Aylor, Cpas | NONE | $16,625 | not reported in the loaded dataset |
| Regions Bank | NONE | $7,138 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $5,744 | not reported in the loaded dataset |
| Reynolds Consulting Services LLC | NONE | $5,700 | not reported in the loaded dataset |
| Quinn Connor Weaver Davies & Rouco | NONE | $3,077 | not reported in the loaded dataset |
| Money Market Fund | NONE | $0 | $0 |