2023 Form 5500 filing — Heat & Frost Insulators And Allied Workers Local #50 Annuity 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 20241224050926NAL0005300115001) for Heat & Frost Insulators And Allied Workers Local #50 Annuity Plan, reported by Heat & Frost Insulators And Allied under EIN 31-1028544 and plan number 003. It reports 696 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241224050926NAL0005300115001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Heat & Frost Insulators And Allied
- EIN
- 31-1028544
- Plan number
- 003
- Location
- Indianapolis, IN
- Participants
- 696
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,752,759
- Total liabilities (EOY)
- $35,625
- Net assets (EOY)
- $11,717,134
- Employer contributions
- $1,302,185
- Total income / additions
- $2,807,732
- Benefits paid
- $999,914
- Administrative expenses
- $93,930
- Total expenses
- $1,148,585
- Net increase / (decrease)
- $1,659,147
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo Advisors | NONE | $28,657 | not reported in the loaded dataset |
| Ledbetter Parisi LLC | NONE | $27,143 | not reported in the loaded dataset |
| Healthscope Benefits | NONE | $23,413 | not reported in the loaded dataset |
| Clark, Schaefer, Hackett & Co. | NONE | $9,022 | not reported in the loaded dataset |