Intl Assn Of Heat & Frost Insulators & Allied Workers Local No. 26 Annuity Plan — Form 5500 plan (International Association Of Heat & Frost Insulators Asbestos Workers)
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, Intl Assn Of Heat & Frost Insulators & Allied Workers Local No. 26 Annuity Plan is a benefit plan reported by International Association Of Heat & Frost Insulators Asbestos Workers under EIN 16-1339808 and plan number 003. The latest loaded filing year is 2023. The filing reports 137 participants and $7,822,835 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- International Association Of Heat & Frost Insulators Asbestos Workers
- EIN
- 16-1339808
- Plan number
- 003
- Plan type
- 1
- Location
- Rochester, NY
- Latest filing year
- 2023
- Participants
- 137
- End-of-year plan assets
- $7,822,835
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 137 | H, C | 20250610112214NAL0014751777001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,822,835
- Total liabilities (EOY)
- $965
- Net assets (EOY)
- $7,821,870
- Net assets (BOY)
- $7,233,021
Income & contributions
- Employer contributions
- $324,548
- Total contributions
- $324,548
- Total income / additions
- $1,363,678
Expenses & distributions
- Benefits paid
- $686,274
- Administrative expenses
- $88,555
- Total expenses
- $774,829
- Net increase / (decrease)
- $588,849
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch | NONE | $36,470 | $0 | 2023 |
| Intn'L Heat& Frost Local 26 Pension | RELATED PARTY/SHARED EXP | $25,120 | not reported in the loaded dataset | 2023 |
| Bonadio & Co., Llp | NONE | $12,800 | not reported in the loaded dataset | 2023 |
| Robert Pizzo, Esq. | NONE | $7,380 | not reported in the loaded dataset | 2023 |
| Ia Of H&F Insulators Local Union 26 | RELATED PARTY | $5,248 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for International Association Of Heat & Frost Insulators Asbestos Workers
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Rochester, NY
- Merrill Lynch — Schedule C compensation
- Intn'L Heat& Frost Local 26 Pension — Schedule C compensation
- Bonadio & Co., Llp — Schedule C compensation
- Robert Pizzo, Esq. — Schedule C compensation
- Ia Of H&F Insulators Local Union 26 — Schedule C compensation