2023 Form 5500 filing — Heat And Frost Insulators And Allied Workers Local 36 Health Trust
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 20241015124509NAL0057658386008) for Heat And Frost Insulators And Allied Workers Local 36 Health Trust, reported by Heat And Frost Insulators & Allied Workers Local 36 Health Trustees under EIN 93-6023047 and plan number 501. It reports 363 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015124509NAL0057658386008
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Heat And Frost Insulators & Allied Workers Local 36 Health Trustees
- EIN
- 93-6023047
- Plan number
- 501
- Location
- Tualatin, OR
- Participants
- 363
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,134,188
- Total liabilities (EOY)
- $2,468,359
- Net assets (EOY)
- $14,665,829
- Employer contributions
- $5,825,491
- Participant contributions
- $170,586
- Total income / additions
- $7,037,527
- Benefits paid
- $5,267,576
- Administrative expenses
- $271,542
- Total expenses
- $5,539,118
- Net increase / (decrease)
- $1,498,409
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zenith American Solutions | THIRD PARTY ADMINISTRATOR | $90,650 | not reported in the loaded dataset |
| Quest Investment Management | INVESTMENT MANAGER | $49,549 | $0 |
| Propel Insurance | PLAN CONSULTANT | $30,000 | not reported in the loaded dataset |
| Mckenzie Rothwell Barlow Coughran | LEGAL COUNSEL | $24,179 | not reported in the loaded dataset |
| Moda | CLAIMS PROCESSOR | $20,020 | not reported in the loaded dataset |
| Milliman Usa | ACTUARY | $17,000 | not reported in the loaded dataset |
| Us Bank Na | INVESTMENT CUSTODIAN | $12,000 | not reported in the loaded dataset |
| Bjorklund & Montplaisir | AUDITOR | $11,442 | not reported in the loaded dataset |