2023 Form 5500 filing — Heat And Frost Insulators Local 34 Health & Welfare 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 20250115173658NAL0034760912001) for Heat And Frost Insulators Local 34 Health & Welfare Plan, reported by Board Of Trustees Of Heat And Frost Insulators Local 34 H&W Plan under EIN 41-6263066 and plan number 501. It reports 430 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250115173658NAL0034760912001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Heat And Frost Insulators Local 34 H&W Plan
- EIN
- 41-6263066
- Plan number
- 501
- Location
- Bloomington, MN
- Participants
- 430
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,968,224
- Total liabilities (EOY)
- $819,068
- Net assets (EOY)
- $9,149,156
- Employer contributions
- $10,934,222
- Participant contributions
- $204,332
- Total income / additions
- $12,845,172
- Benefits paid
- $10,978,091
- Administrative expenses
- $403,088
- Total expenses
- $11,381,179
- Net increase / (decrease)
- $1,463,993
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Healthpartners Administrators, Inc. | NONE | $366,667 | not reported in the loaded dataset |
| Wilson-Mcshane Corporation | NONE | $276,458 | not reported in the loaded dataset |
| Shumaker, Loop & Kendrick, Llp | NONE | $42,465 | not reported in the loaded dataset |
| The Mckeogh Company | NONE | $35,000 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $17,570 | not reported in the loaded dataset |
| Ddmn Aso LLC | NONE | $12,685 | not reported in the loaded dataset |
| Proact, Inc. | NONE | $8,435 | not reported in the loaded dataset |
| Mcgrann Shea Carnival Straughn & La | NONE | $6,422 | not reported in the loaded dataset |