2023 Form 5500 filing — Heat & Frost Insulators Local No. 33 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 20241015121227NAL0047813280003) for Heat & Frost Insulators Local No. 33 Pension Plan, reported by Board Of Trustees Heat & Frost Insulators Loc No. 33 Pension Fund under EIN 51-6090208 and plan number 001. It reports 323 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015121227NAL0047813280003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Heat & Frost Insulators Loc No. 33 Pension Fund
- EIN
- 51-6090208
- Plan number
- 001
- Location
- Wallingford, CT
- Participants
- 323
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,649,373
- Total liabilities (EOY)
- $15,708
- Net assets (EOY)
- $34,633,665
- Employer contributions
- $2,119,103
- Total income / additions
- $5,566,778
- Benefits paid
- $3,323,256
- Administrative expenses
- $341,434
- Total expenses
- $3,664,690
- Net increase / (decrease)
- $1,902,088
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fund Employee | EMPLOYEE | $72,063 | not reported in the loaded dataset |
| Meketa Investment Group | NONE | $62,561 | not reported in the loaded dataset |
| The Segal Company | NONE | $46,325 | not reported in the loaded dataset |
| Harbourvest Partners, LLC | NONE | $0 | $40,274 |
| Novak Francella LLC | NONE | $26,411 | not reported in the loaded dataset |
| Ullico Investment Advisors Inc | NONE | $25,276 | not reported in the loaded dataset |
| Reid & Riege, P.C. | NONE | $18,156 | not reported in the loaded dataset |