2023 Form 5500 filing — Heat & Frost Insulators And Allied Workers Local 6 Pension 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 20241015132907NAL0048127376004) for Heat & Frost Insulators And Allied Workers Local 6 Pension Fund, reported by Bd Of Trustees-Heat & Frost Insulators And Allied Workers Local 6 Pen under EIN 51-6135057 and plan number 001. It reports 1,401 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015132907NAL0048127376004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bd Of Trustees-Heat & Frost Insulators And Allied Workers Local 6 Pen
- EIN
- 51-6135057
- Plan number
- 001
- Location
- Quincy, MA
- Participants
- 1,401
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $153,802,662
- Total liabilities (EOY)
- $5,419,486
- Net assets (EOY)
- $148,383,176
- Employer contributions
- $9,053,562
- Total income / additions
- $23,012,486
- Benefits paid
- $9,898,142
- Administrative expenses
- $1,076,680
- Total expenses
- $10,974,822
- Net increase / (decrease)
- $12,037,664
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ifm Investors Pty Ltd | NONE | $0 | $220,217 |
| Segal Company | NONE | $134,003 | not reported in the loaded dataset |
| Meketa Investment Grp Llp | NONE | $104,716 | not reported in the loaded dataset |
| Benesys, Inc | NONE | $88,828 | not reported in the loaded dataset |
| Aew Capital Management | NONE | $0 | $81,855 |
| Jp Morgan Chase Bank, Na | NONE | $74,674 | not reported in the loaded dataset |
| Lsv Asset Management | NONE | $63,300 | not reported in the loaded dataset |
| Bmo Harris Bank Na | NONE | $59,594 | $0 |
| Segal Roitman Llp | NONE | $51,582 | not reported in the loaded dataset |
| Harbourvest Partners, LLC | NONE | $26,429 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $24,083 | not reported in the loaded dataset |
| Asb Capital Management LLC | NONE | $21,444 | not reported in the loaded dataset |
| Chevy Chase Trust | NONE | $21,443 | not reported in the loaded dataset |
| Newtower Trust Company | NONE | $0 | $20,475 |
| Westfield Capital Management Co. Lp | NONE | $14,229 | $0 |
| Wellington Trust | NONE | $13,279 | $0 |
| State Street Global Advisor | NONE | $12,897 | $0 |
| Us Bank Global Fund Services | NONE | $10,767 | not reported in the loaded dataset |