2023 Form 5500 filing — International Association Of Heat And Frost Insulators & Allied Workers Local # 3 Health And Welfare Trust
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 20250317163454NAL0001863217003) for International Association Of Heat And Frost Insulators & Allied Workers Local # 3 Health And Welfare Trust, reported by Bd Of Trustees Of Intl Heat And Frost Insulators under EIN 34-1286578 and plan number 501. It reports 143 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250317163454NAL0001863217003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bd Of Trustees Of Intl Heat And Frost Insulators
- EIN
- 34-1286578
- Plan number
- 501
- Location
- Canfield, OH
- Participants
- 143
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,836,757
- Total liabilities (EOY)
- $188,756
- Net assets (EOY)
- $5,648,001
- Employer contributions
- $4,041,332
- Participant contributions
- $44,446
- Total income / additions
- $4,474,412
- Benefits paid
- $3,561,325
- Administrative expenses
- $145,355
- Total expenses
- $3,706,680
- Net increase / (decrease)
- $767,732
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benesys, Inc. | NONE | $40,920 | $0 |
| Charles Schwab | NONE | $34,349 | $0 |
| Barnes Wendling Cpas, Inc. | NONE | $27,023 | not reported in the loaded dataset |
| Kadish, Hinkel And Weibel | NONE | $13,868 | not reported in the loaded dataset |