2023 Form 5500 filing — Int'L Assn Of Heat & Frost Insulators & Asbestos Workers Local 127 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 20250514142555NAL0018902929001) for Int'L Assn Of Heat & Frost Insulators & Asbestos Workers Local 127 Pension Fund, reported by Trustees Of Int'L Assn Of Heat & Frost I & Asbestos Workers Local 127 under EIN 51-0167810 and plan number 001. It reports 254 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250514142555NAL0018902929001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Int'L Assn Of Heat & Frost I & Asbestos Workers Local 127
- EIN
- 51-0167810
- Plan number
- 001
- Location
- Milwaukee, WI
- Participants
- 254
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $37,054,529
- Total liabilities (EOY)
- $2,099
- Net assets (EOY)
- $37,052,430
- Employer contributions
- $2,430,845
- Total income / additions
- $5,848,855
- Benefits paid
- $2,355,920
- Administrative expenses
- $173,898
- Total expenses
- $2,529,818
- Net increase / (decrease)
- $3,319,037
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| United Actuarial Services, Inc. | NONE | $42,043 | not reported in the loaded dataset |
| Andco | NONE | $24,000 | not reported in the loaded dataset |
| The Previant Law Firm | NONE | $19,278 | not reported in the loaded dataset |
| Bpa Of Wi A Benesys Company | NONE | $18,859 | not reported in the loaded dataset |
| Associated Trust Company Na | NONE | $18,494 | not reported in the loaded dataset |
| Lee Jost & Associates | NONE | $18,288 | not reported in the loaded dataset |
| Sikich Cpa LLC | NONE | $14,035 | not reported in the loaded dataset |