2023 Form 5500 filing — International Association Of Heat & Frost Insulators And Allied Workers Local Union 60 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 20251006173008NAL0003859505001) for International Association Of Heat & Frost Insulators And Allied Workers Local Union 60 Pension Fund, reported by Int'L Assoc Of Heat & Frost Ins & Asbestos Workers Local Union 60 under EIN 59-6145377 and plan number 001. It reports 329 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251006173008NAL0003859505001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Int'L Assoc Of Heat & Frost Ins & Asbestos Workers Local Union 60
- EIN
- 59-6145377
- Plan number
- 001
- Location
- Pembroke Pines, FL
- Participants
- 329
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $40,282,249
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $40,282,249
- Employer contributions
- $1,229,158
- Total income / additions
- $5,288,706
- Benefits paid
- $4,199,808
- Administrative expenses
- $463,141
- Total expenses
- $4,662,949
- Net increase / (decrease)
- $625,757
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Horizon Actuarial Services, LLC | not reported in the loaded dataset | $140,750 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney | not reported in the loaded dataset | $83,650 | not reported in the loaded dataset |
| Chevy Chase Trust Investment Adviso | not reported in the loaded dataset | $78,950 | not reported in the loaded dataset |
| National Employee Benefits Administ | not reported in the loaded dataset | $52,430 | not reported in the loaded dataset |
| Ironwood Institutional Ltd | not reported in the loaded dataset | $22,455 | not reported in the loaded dataset |
| Venable Law Firm, P.A. | not reported in the loaded dataset | $18,000 | not reported in the loaded dataset |
| John Hancock | not reported in the loaded dataset | $12,090 | not reported in the loaded dataset |
| Ksdt & Co, LLC | not reported in the loaded dataset | $9,425 | not reported in the loaded dataset |