2023 Form 5500 filing — Intl Assn Of Heat & Frost Insulators & Allied Workers Local No. 26 Annuity 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 20250610112214NAL0014751777001) for Intl Assn Of Heat & Frost Insulators & Allied Workers Local No. 26 Annuity Plan, reported by International Association Of Heat & Frost Insulators Asbestos Workers under EIN 16-1339808 and plan number 003. It reports 137 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250610112214NAL0014751777001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- International Association Of Heat & Frost Insulators Asbestos Workers
- EIN
- 16-1339808
- Plan number
- 003
- Location
- Rochester, NY
- Participants
- 137
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,822,835
- Total liabilities (EOY)
- $965
- Net assets (EOY)
- $7,821,870
- Employer contributions
- $324,548
- Total income / additions
- $1,363,678
- Benefits paid
- $686,274
- Administrative expenses
- $88,555
- Total expenses
- $774,829
- Net increase / (decrease)
- $588,849
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch | NONE | $36,470 | $0 |
| Intn'L Heat& Frost Local 26 Pension | RELATED PARTY/SHARED EXP | $25,120 | not reported in the loaded dataset |
| Bonadio & Co., Llp | NONE | $12,800 | not reported in the loaded dataset |
| Robert Pizzo, Esq. | NONE | $7,380 | not reported in the loaded dataset |
| Ia Of H&F Insulators Local Union 26 | RELATED PARTY | $5,248 | not reported in the loaded dataset |