Annuity Fund Of Heat And Frost Insulators Local 12 — Form 5500 plan (Board Of Trustees Annuity Fund Of 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, Annuity Fund Of Heat And Frost Insulators Local 12 is a benefit plan reported by Board Of Trustees Annuity Fund Of Heat And Frost Insulators Local 12 under EIN 13-6101711 and plan number 001. The latest loaded filing year is 2023. The filing reports 758 participants and $188,072,301 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Annuity Fund Of Heat And Frost Insulators Local 12
- EIN
- 13-6101711
- Plan number
- 001
- Plan type
- 1
- Location
- Long Island City, NY
- Latest filing year
- 2023
- Participants
- 758
- End-of-year plan assets
- $188,072,301
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 758 | H, C | 20240730162741NAL0032417872001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $188,072,301
- Total liabilities (EOY)
- $351,674
- Net assets (EOY)
- $187,720,627
- Net assets (BOY)
- $175,311,098
Income & contributions
- Employer contributions
- $6,236,767
- Total contributions
- $6,236,767
- Total income / additions
- $30,708,770
Expenses & distributions
- Benefits paid
- $17,087,022
- Administrative expenses
- $660,045
- Total expenses
- $18,299,241
- Net increase / (decrease)
- $12,409,529
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mackay Shields LLC | NONE | $76,118 | not reported in the loaded dataset | 2023 |
| Proskauer Rose Llp | NONE | $57,228 | not reported in the loaded dataset | 2023 |
| Schultheis & Panettieri, Llp | AUDITOR | $55,000 | not reported in the loaded dataset | 2023 |
| John Hancock Retirement Plan Srvcs | NONE | $54,082 | $0 | 2023 |
| Colleran O'Hara & Mills Llp | ATTORNEY | $46,846 | not reported in the loaded dataset | 2023 |
| M & T Bank | NONE | $33,322 | $0 | 2023 |
| Reynolds Consulting Services | NONE | $33,137 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $8,000 | not reported in the loaded dataset | 2023 |
| Zenith American Solutions | NONE | $6,880 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Annuity Fund Of 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
- Mackay Shields LLC — Schedule C compensation
- Proskauer Rose Llp — Schedule C compensation
- Schultheis & Panettieri, Llp — Schedule C compensation
- John Hancock Retirement Plan Srvcs — Schedule C compensation
- Colleran O'Hara & Mills Llp — Schedule C compensation
- M & T Bank — Schedule C compensation
- Reynolds Consulting Services — Schedule C compensation
- Matrix Trust Company — Schedule C compensation
- Zenith American Solutions — Schedule C compensation