Welfare Fund Of Heat And Frost Insulators Local 12 — Form 5500 plan (Board Of Trustees Heat And Frost Insulators Local 12)
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, Welfare Fund Of Heat And Frost Insulators Local 12 is a benefit plan reported by Board Of Trustees Heat And Frost Insulators Local 12 under EIN 11-6302784 and plan number 501. The latest loaded filing year is 2023. The filing reports 676 participants and $30,917,998 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Heat And Frost Insulators Local 12
- EIN
- 11-6302784
- Plan number
- 501
- Plan type
- 1
- Location
- Long Island City, NY
- Latest filing year
- 2023
- Participants
- 676
- End-of-year plan assets
- $30,917,998
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 676 | H, C | 20240730153111NAL0032220352001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,917,998
- Total liabilities (EOY)
- $6,092,641
- Net assets (EOY)
- $24,825,357
- Net assets (BOY)
- $24,700,468
Income & contributions
- Employer contributions
- $10,500,331
- Participant contributions
- $4,145,428
- Total contributions
- $14,645,759
- Total income / additions
- $16,830,211
Expenses & distributions
- Benefits paid
- $15,932,695
- Administrative expenses
- $772,627
- Total expenses
- $16,705,322
- Net increase / (decrease)
- $124,889
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| United Healthcare Services, LLC | NONE | $607,078 | not reported in the loaded dataset | 2023 |
| Schultheis & Panettieri, Llp | AUDITOR | $260,287 | not reported in the loaded dataset | 2023 |
| Segal Company (Eastern States) | NONE | $200,107 | $0 | 2023 |
| Bridgeway Benefit Technologies | COMPUTER CONSULTANT | $174,846 | not reported in the loaded dataset | 2023 |
| Proskauer Rose Llp | NONE | $76,543 | not reported in the loaded dataset | 2023 |
| Colleran, O'Hara & Mills, Llp | ATTORNEY | $75,743 | not reported in the loaded dataset | 2023 |
| Magali Avila | NONE | $71,587 | not reported in the loaded dataset | 2023 |
| Zenith American Solutions | NONE | $58,953 | not reported in the loaded dataset | 2023 |
| Pro-Flex Administrators, LLC | NONE | $23,953 | not reported in the loaded dataset | 2023 |
| Optumrx, Inc. | NONE | $17,481 | $6,182 | 2023 |
| Boyd Watterson Asset Management LLC | NONE | $23,227 | $0 | 2023 |
| M&T Bank | NONE | $16,487 | $0 | 2023 |
| Highland Capital Management | NONE | $11,645 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services | NONE | $0 | $11,571 | 2023 |
| Quadient Leasing Usa, Inc. | NONE | $8,921 | not reported in the loaded dataset | 2023 |
| Reynolds Consulting Services, LLC | NONE | $6,427 | not reported in the loaded dataset | 2023 |
| Eagle Asset Management | NONE | $5,504 | $0 | 2023 |
| Paychex, Inc. | NONE | $5,097 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Heat And Frost Insulators Local 12
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Long Island City, NY
- United Healthcare Services, LLC — Schedule C compensation
- Schultheis & Panettieri, Llp — Schedule C compensation
- Segal Company (Eastern States) — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Proskauer Rose Llp — Schedule C compensation
- Colleran, O'Hara & Mills, Llp — Schedule C compensation
- Magali Avila — Schedule C compensation
- Zenith American Solutions — Schedule C compensation
- Pro-Flex Administrators, LLC — Schedule C compensation
- Optumrx, Inc. — Schedule C compensation
- Boyd Watterson Asset Management LLC — Schedule C compensation
- M&T Bank — Schedule C compensation
- Highland Capital Management — Schedule C compensation
- Segal Select Insurance Services — Schedule C compensation
- Quadient Leasing Usa, Inc. — Schedule C compensation
- Reynolds Consulting Services, LLC — Schedule C compensation
- Eagle Asset Management — Schedule C compensation
- Paychex, Inc. — Schedule C compensation