2023 Form 5500 filing — Local 81 Int'L Assoc Of Heat & Frost Insulators & Allied Workers Pension 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 20250130124759NAL0000536819001) for Local 81 Int'L Assoc Of Heat & Frost Insulators & Allied Workers Pension Plan, reported by Board Of Trustees Of The Insulators And Allied Workers Local 81 Pensio under EIN 42-6094616 and plan number 001. It reports 224 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250130124759NAL0000536819001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of The Insulators And Allied Workers Local 81 Pensio
- EIN
- 42-6094616
- Plan number
- 001
- Location
- Moline, IL
- Participants
- 224
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,871,113
- Total liabilities (EOY)
- $159,889
- Net assets (EOY)
- $21,711,224
- Employer contributions
- $1,391,988
- Total income / additions
- $3,849,656
- Benefits paid
- $2,323,002
- Administrative expenses
- $177,517
- Total expenses
- $2,500,519
- Net increase / (decrease)
- $1,349,137
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Quad City Bank & Trust | NONE | $32,115 | not reported in the loaded dataset |
| Rj Lee & Associates | NONE | $25,833 | not reported in the loaded dataset |
| United Actuarial Services, Inc. | NONE | $25,805 | not reported in the loaded dataset |
| Investment Consultant Group, Inc. | NONE | $23,250 | not reported in the loaded dataset |
| Romolo & Associates, LLC | NONE | $19,441 | not reported in the loaded dataset |
| Cavanagh & O'Hara | NONE | $16,348 | not reported in the loaded dataset |
| C.S. Mckee | NONE | $9,499 | not reported in the loaded dataset |