2023 Form 5500 filing — Heat & Frost Insulators & Asbestos Workers Lcl 38 Retirement Investment Account 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 20241014114752NAL0027188849001) for Heat & Frost Insulators & Asbestos Workers Lcl 38 Retirement Investment Account Plan, reported by Heat & Frost Insulators & Asbestos Workers Local Union 38 under EIN 23-6283938 and plan number 002. It reports 501 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014114752NAL0027188849001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Heat & Frost Insulators & Asbestos Workers Local Union 38
- EIN
- 23-6283938
- Plan number
- 002
- Location
- Wilkes-Barre, PA
- Participants
- 501
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,162,410
- Total liabilities (EOY)
- $9,549
- Net assets (EOY)
- $24,152,861
- Employer contributions
- $892,710
- Total income / additions
- $4,635,497
- Benefits paid
- $1,660,119
- Administrative expenses
- $84,841
- Total expenses
- $1,744,960
- Net increase / (decrease)
- $2,890,537
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northeast Advisors, Inc. | SERVICE PROVIDER | $41,191 | $0 |
| Alerus Financial, N.A. | SERVICE PROVIDER | $29,398 | $0 |
| Snyder & Clemente | SERVICE PROVIDER | $13,000 | not reported in the loaded dataset |
| Ira H. Weinstock | NONE | $720 | $0 |