2023 Form 5500 filing — Heat & Frost Insulators And Allied Workers Local 6 H & W Fund
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 20241015132359NAL0056348578001) for Heat & Frost Insulators And Allied Workers Local 6 H & W Fund, reported by Board Of Trustees-Heat & Frost Insulator And Allied Workers Local 6 H under EIN 04-6374403 and plan number 501. It reports 670 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015132359NAL0056348578001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees-Heat & Frost Insulator And Allied Workers Local 6 H
- EIN
- 04-6374403
- Plan number
- 501
- Location
- Quincy, MA
- Participants
- 670
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,693,051
- Total liabilities (EOY)
- $250,081
- Net assets (EOY)
- $23,442,970
- Employer contributions
- $15,231,386
- Participant contributions
- $94,207
- Total income / additions
- $16,268,043
- Benefits paid
- $12,930,760
- Administrative expenses
- $398,115
- Total expenses
- $13,328,875
- Net increase / (decrease)
- $2,939,168
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benesys Inc. | NONE | $171,864 | not reported in the loaded dataset |
| Wellness Workdays | NONE | $122,713 | not reported in the loaded dataset |
| Segal Company | NONE | $104,680 | not reported in the loaded dataset |
| Segal Roitman, Llp | NONE | $42,737 | not reported in the loaded dataset |
| Blue Cross Blue Shield Ma | NONE | $38,554 | not reported in the loaded dataset |
| Modern Assistance Programs Inc. | NONE | $31,255 | not reported in the loaded dataset |
| Bmo Harris Bank | NONE | $24,274 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $19,008 | not reported in the loaded dataset |
| Meketa Investment Group | NONE | $8,937 | not reported in the loaded dataset |