Heat & Frost Insulators Local No. 33 Annuity Plan — Form 5500 plan (Board Of Trustees Heat & Frost Insulators Loc No.33 Annuity 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 Local No. 33 Annuity Plan is a benefit plan reported by Board Of Trustees Heat & Frost Insulators Loc No.33 Annuity Fund under EIN 06-1172679 and plan number 003. The latest loaded filing year is 2023. The filing reports 260 participants and $12,008,378 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 Annuity Fund
- EIN
- 06-1172679
- Plan number
- 003
- Plan type
- 1
- Location
- Wallingford, CT
- Latest filing year
- 2023
- Participants
- 260
- End-of-year plan assets
- $12,008,378
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 260 | H, C | 20241014165956NAL0026776817001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,008,378
- Total liabilities (EOY)
- $2,732
- Net assets (EOY)
- $12,005,646
- Net assets (BOY)
- $10,033,554
Income & contributions
- Employer contributions
- $920,281
- Total contributions
- $920,281
- Total income / additions
- $2,652,763
Expenses & distributions
- Benefits paid
- $479,925
- Administrative expenses
- $153,444
- Total expenses
- $680,671
- Net increase / (decrease)
- $1,972,092
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Employee | EMPLOYEE | $33,992 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins. Co. Of America | NONE | $27,865 | $0 | 2023 |
| Novak Francella LLC | NONE | $20,760 | not reported in the loaded dataset | 2023 |
| Reid & Riege, P.C. | NONE | $16,845 | $0 | 2023 |
| Meketa Investment Group | NONE | $10,880 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Heat & Frost Insulators Loc No.33 Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Wallingford, CT
- Employee — Schedule C compensation
- Empower Annuity Ins. Co. Of America — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- Reid & Riege, P.C. — Schedule C compensation
- Meketa Investment Group — Schedule C compensation