International Association Of Heat And Frost Insulators And Allied Workers Local No. 40 Welfare Fund — Form 5500 plan (International Association Of Heat And Frost Insulators And Allied Work)
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 And Frost Insulators And Allied Workers Local No. 40 Welfare Fund is a benefit plan reported by International Association Of Heat And Frost Insulators And Allied Work under EIN 14-1514924 and plan number 501. The latest loaded filing year is 2023. The filing reports 179 participants and $5,708,982 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- International Association Of Heat And Frost Insulators And Allied Work
- EIN
- 14-1514924
- Plan number
- 501
- Plan type
- 1
- Location
- Pittsburg, PA
- Latest filing year
- 2023
- Participants
- 179
- End-of-year plan assets
- $5,708,982
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 179 | H, C | 20241011141141NAL0011003907001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,708,982
- Total liabilities (EOY)
- $342,082
- Net assets (EOY)
- $5,366,900
- Net assets (BOY)
- $4,757,156
Income & contributions
- Employer contributions
- $1,326,100
- Participant contributions
- $86,755
- Total contributions
- $1,412,855
- Total income / additions
- $2,058,893
Expenses & distributions
- Benefits paid
- $1,334,463
- Administrative expenses
- $114,686
- Total expenses
- $1,449,149
- Net increase / (decrease)
- $609,744
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith American Solutions | NONE | $35,911 | not reported in the loaded dataset | 2023 |
| Marshall & Sterling Employee Benefi | NONE | $25,911 | not reported in the loaded dataset | 2023 |
| Merrill Lynch Pierce Fenner & Smith | NONE | $16,496 | not reported in the loaded dataset | 2023 |
| Teal, Becker & Chiaramonte Cpas | NONE | $15,000 | not reported in the loaded dataset | 2023 |
| Western Asset Multi Core Plus | NONE | $7,434 | not reported in the loaded dataset | 2023 |
| Barnes, Iaccarino & Shepherd Llp | NONE | $6,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for International Association Of Heat And Frost Insulators And Allied Work
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Pittsburg, PA
- Zenith American Solutions — Schedule C compensation
- Marshall & Sterling Employee Benefi — Schedule C compensation
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Teal, Becker & Chiaramonte Cpas — Schedule C compensation
- Western Asset Multi Core Plus — Schedule C compensation
- Barnes, Iaccarino & Shepherd Llp — Schedule C compensation