2023 Form 5500 filing — International Association Of Heat And Frost Insulators And Allied Workers Local No. 40 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 20250415101505NAL0001374771001) for International Association Of Heat And Frost Insulators And Allied Workers Local No. 40 Pension Fund, reported by International Association Of Heat And Frost Insulators And Allied Work under EIN 14-6033598 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
- 20250415101505NAL0001374771001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- International Association Of Heat And Frost Insulators And Allied Work
- EIN
- 14-6033598
- Plan number
- 001
- Location
- Pittsburg, PA
- Participants
- 224
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,608,113
- Net assets (EOY)
- $23,608,113
- Employer contributions
- $1,603,676
- Total income / additions
- $4,473,344
- Benefits paid
- $1,322,642
- Administrative expenses
- $222,979
- Total expenses
- $1,545,621
- Net increase / (decrease)
- $2,927,723
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | BROKERAGE | $71,429 | $0 |
| Pimco | NONE | $22,260 | not reported in the loaded dataset |
| O'Sullivan Associates, Inc. | NONE | $19,040 | not reported in the loaded dataset |
| Teal, Becker & Chiaramonte Cpas Pc | NONE | $13,400 | not reported in the loaded dataset |
| Robeco Boston Partners | NONE | $13,226 | not reported in the loaded dataset |
| Winslow Large Cap Growth | NONE | $11,740 | not reported in the loaded dataset |
| Barnes, Iaccarino, & Shepherd | NONE | $8,125 | not reported in the loaded dataset |
| Sga International | NONE | $5,345 | not reported in the loaded dataset |