2023 Form 5500 filing — Local 18 Int'L Assoc. Of Heat & Frost Insulators & Allied Workers Supplemental 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 20250213161506NAL0012739139001) for Local 18 Int'L Assoc. Of Heat & Frost Insulators & Allied Workers Supplemental Pension Fund, reported by Board Of Trustees-Local 18 Int'L Heat & Frost Insulators under EIN 35-1843702 and plan number 001. It reports 599 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250213161506NAL0012739139001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees-Local 18 Int'L Heat & Frost Insulators
- EIN
- 35-1843702
- Plan number
- 001
- Location
- Indianapolis, IN
- Participants
- 599
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $55,667,973
- Total liabilities (EOY)
- $11,608
- Net assets (EOY)
- $55,656,365
- Employer contributions
- $2,930,826
- Total income / additions
- $11,418,841
- Benefits paid
- $2,290,708
- Administrative expenses
- $280,529
- Total expenses
- $2,571,237
- Net increase / (decrease)
- $8,847,604
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Dorsey Wright & Associates | NONE | $91,101 | not reported in the loaded dataset |
| Zacks Investment Management | NONE | $58,716 | not reported in the loaded dataset |
| Jennison Associates, LLC | NONE | $43,962 | not reported in the loaded dataset |
| Wells Fargo Clearing Services | NONE | $30,000 | not reported in the loaded dataset |
| Cumberland Advisors | NONE | $29,420 | not reported in the loaded dataset |
| Kayne Anderson Rudnick | NONE | $25,622 | not reported in the loaded dataset |
| Brandes Investment Partners | NONE | $23,017 | not reported in the loaded dataset |
| L.M. Henderson & Company, Llp | NONE | $19,430 | not reported in the loaded dataset |
| Clearbridge Investments | NONE | $17,560 | not reported in the loaded dataset |
| Ledbetter Parisi, LLC | NONE | $17,435 | not reported in the loaded dataset |
| Capital Group International | NONE | $16,668 | not reported in the loaded dataset |
| Heathscope | NONE | $16,199 | not reported in the loaded dataset |
| Cohen & Steers Capital Management | NONE | $7,299 | not reported in the loaded dataset |