2023 Form 5500 filing — Heat & Frost Insulators & Allied Workers Local Union 10 Pension 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 20241015080007NAL0048432816002) for Heat & Frost Insulators & Allied Workers Local Union 10 Pension Plan, reported by Heat & Frost Insulators & Allied Workers Local Union 10 under EIN 71-6093109 and plan number 001. It reports 106 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015080007NAL0048432816002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Heat & Frost Insulators & Allied Workers Local Union 10
- EIN
- 71-6093109
- Plan number
- 001
- Location
- Atkins, AR
- Participants
- 106
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,406,989
- Total liabilities (EOY)
- $13,989
- Net assets (EOY)
- $4,393,000
- Employer contributions
- $232,996
- Total income / additions
- $910,313
- Benefits paid
- $415,097
- Administrative expenses
- $119,819
- Total expenses
- $534,916
- Net increase / (decrease)
- $375,397
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Allied Workers Local Union 10 | PLAN SPONSOR | $33,262 | not reported in the loaded dataset |
| Raymond James | NONE | $24,425 | not reported in the loaded dataset |
| Highland Capital Management, LLC | NONE | $20,412 | not reported in the loaded dataset |
| Little Shanneyfelt Marshall & Co | NONE | $14,500 | not reported in the loaded dataset |
| Ellis, Tucker & Aldridge, Llp | NONE | $13,133 | not reported in the loaded dataset |
| Osborn, Carreiro And Associates Inc | NONE | $3,600 | not reported in the loaded dataset |
| Robein Urrann Spencer Picard And | NONE | $0 | not reported in the loaded dataset |