2023 Form 5500 filing — International Association Of Heat & Frost Insulators And Allied Workers 13 Pension
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 20241014092800NAL0014700227004) for International Association Of Heat & Frost Insulators And Allied Workers 13 Pension, reported by Allied Workers 13 Pension Fund under EIN 59-1086811 and plan number 001. It reports 137 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014092800NAL0014700227004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Allied Workers 13 Pension Fund
- EIN
- 59-1086811
- Plan number
- 001
- Location
- Columbia, MD
- Participants
- 137
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,945,704
- Net assets (EOY)
- $15,945,704
- Employer contributions
- $71,268
- Total income / additions
- $2,138,428
- Benefits paid
- $904,463
- Administrative expenses
- $101,978
- Total expenses
- $1,006,441
- Net increase / (decrease)
- $1,131,987
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benesys | NONE | $37,038 | not reported in the loaded dataset |
| Steven D. Eisenberg Cpa, P.A. | NONE | $19,209 | not reported in the loaded dataset |
| Andco Consulting LLC | NONE | $13,500 | not reported in the loaded dataset |
| Southern Actuarial Services | NONE | $9,200 | not reported in the loaded dataset |
| Venable Law Firm | NONE | $6,844 | not reported in the loaded dataset |