2023 Form 5500 filing — Heat & Frost Insulators Local 127 Supplemental/401(K) Retirement 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 20241015195320NAL0030799809001) for Heat & Frost Insulators Local 127 Supplemental/401(K) Retirement Plan, reported by Board Of Trustees Of Asbestos Workers Local 127 under EIN 39-1599961 and plan number 001. It reports 553 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015195320NAL0030799809001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Asbestos Workers Local 127
- EIN
- 39-1599961
- Plan number
- 001
- Location
- Milwaukee, WI
- Participants
- 553
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,730,037
- Total liabilities (EOY)
- $40,022
- Net assets (EOY)
- $11,690,015
- Employer contributions
- $576,259
- Participant contributions
- $46,725
- Total income / additions
- $2,646,534
- Benefits paid
- $1,396,755
- Administrative expenses
- $119,349
- Total expenses
- $1,516,104
- Net increase / (decrease)
- $1,130,430
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Andco Consulting, LLC | NONE | $28,000 | not reported in the loaded dataset |
| Benesys, Inc. | PLAN ADMINISTRATOR | $27,273 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | NONE | $24,668 | $0 |
| Sikich Llp | NONE | $16,280 | not reported in the loaded dataset |
| The Previant Law Firm, S.C. | NONE | $9,820 | not reported in the loaded dataset |