International Association Of Heat, Frost Insulators & Allied Workers Lu 91 Pension Fund — Form 5500 plan (International Association Of Heat,Frost Insulators & Allied Workers Lu)
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, International Association Of Heat, Frost Insulators & Allied Workers Lu 91 Pension Fund is a benefit plan reported by International Association Of Heat,Frost Insulators & Allied Workers Lu under EIN 13-6376169 and plan number 001. The latest loaded filing year is 2023. The filing reports 176 participants and $34,500,295 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- International Association Of Heat,Frost Insulators & Allied Workers Lu
- EIN
- 13-6376169
- Plan number
- 001
- Plan type
- 1
- Location
- Hudson, NY
- Latest filing year
- 2023
- Participants
- 176
- End-of-year plan assets
- $34,500,295
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 176 | H, C | 20241011160202NAL0037595312002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,500,295
- Total liabilities (EOY)
- $72,787
- Net assets (EOY)
- $34,427,508
- Net assets (BOY)
- $32,169,173
Income & contributions
- Employer contributions
- $1,664,574
- Total contributions
- $1,664,574
- Total income / additions
- $5,503,700
Expenses & distributions
- Benefits paid
- $2,976,151
- Administrative expenses
- $269,214
- Total expenses
- $3,245,365
- Net increase / (decrease)
- $2,258,335
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Marquette Associates | NONE | $95,383 | not reported in the loaded dataset | 2023 |
| Zenith American Solutions | NONE | $67,536 | not reported in the loaded dataset | 2023 |
| Osullivan Associates Inc. | NONE | $32,600 | not reported in the loaded dataset | 2023 |
| Holm & Ohara Llp | NONE | $24,640 | not reported in the loaded dataset | 2023 |
| Berard & Associates | NONE | $11,114 | not reported in the loaded dataset | 2023 |
| Wells Fargo | NONE | $10,472 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for International Association Of Heat,Frost Insulators & Allied Workers Lu
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Hudson, NY
- Marquette Associates — Schedule C compensation
- Zenith American Solutions — Schedule C compensation
- Osullivan Associates Inc. — Schedule C compensation
- Holm & Ohara Llp — Schedule C compensation
- Berard & Associates — Schedule C compensation
- Wells Fargo — Schedule C compensation