Heat & Frost Insulators Loc No. 33 Health Plan — Form 5500 plan (Board Of Trustees Heat & Frost Insulators Loc No.33 Health Fund)
Plain-English plan 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, Heat & Frost Insulators Loc No. 33 Health Plan is a benefit plan reported by Board Of Trustees Heat & Frost Insulators Loc No.33 Health Fund under EIN 06-1078051 and plan number 501. The latest loaded filing year is 2023. The filing reports 174 participants and $5,046,536 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Heat & Frost Insulators Loc No.33 Health Fund
- EIN
- 06-1078051
- Plan number
- 501
- Plan type
- 1
- Location
- Wallingford, CT
- Latest filing year
- 2023
- Participants
- 174
- End-of-year plan assets
- $5,046,536
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 174 | H, C | 20241015141525NAL0014811379001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,046,536
- Total liabilities (EOY)
- $270,438
- Net assets (EOY)
- $4,776,098
- Net assets (BOY)
- $4,807,546
Income & contributions
- Employer contributions
- $1,815,304
- Participant contributions
- $217,156
- Total contributions
- $2,032,460
- Total income / additions
- $2,509,575
Expenses & distributions
- Benefits paid
- $2,146,196
- Administrative expenses
- $394,827
- Total expenses
- $2,541,023
- Net increase / (decrease)
- -$31,448
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith American Solutions | NONE | $87,516 | not reported in the loaded dataset | 2023 |
| Employee | EMPLOYEE | $64,481 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $50,971 | not reported in the loaded dataset | 2023 |
| Anthem Health Plans, Inc. | NONE | $35,314 | not reported in the loaded dataset | 2023 |
| Novak Francella LLC | NONE | $27,304 | not reported in the loaded dataset | 2023 |
| Reid & Reige, P.C. | NONE | $18,478 | not reported in the loaded dataset | 2023 |
| Labor First LLC | NONE | $17,040 | not reported in the loaded dataset | 2023 |
| Meketa Investment Group, Inc | NONE | $5,849 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Heat & Frost Insulators Loc No.33 Health Fund
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Wallingford, CT
- Zenith American Solutions — Schedule C compensation
- Employee — Schedule C compensation
- The Segal Company — Schedule C compensation
- Anthem Health Plans, Inc. — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- Reid & Reige, P.C. — Schedule C compensation
- Labor First LLC — Schedule C compensation
- Meketa Investment Group, Inc — Schedule C compensation