Heat And Frost Insulators And Allied Workers Local No. 4 Welfare Fund — Form 5500 plan (Board Of Trustees Heat And Frost Insulators And Allied Workers Loca)
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, Heat And Frost Insulators And Allied Workers Local No. 4 Welfare Fund is a benefit plan reported by Board Of Trustees Heat And Frost Insulators And Allied Workers Loca under EIN 16-1437656 and plan number 501. The latest loaded filing year is 2023. The filing reports 131 participants and $1,447,698 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Heat And Frost Insulators And Allied Workers Loca
- EIN
- 16-1437656
- Plan number
- 501
- Plan type
- 1
- Location
- Buffalo, NY
- Latest filing year
- 2023
- Participants
- 131
- End-of-year plan assets
- $1,447,698
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 131 | H, C | 20241005063007NAL0006290739002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,447,698
- Total liabilities (EOY)
- $63,303
- Net assets (EOY)
- $1,384,395
- Net assets (BOY)
- $1,523,258
Income & contributions
- Employer contributions
- $1,258,150
- Participant contributions
- $97,301
- Total contributions
- $1,355,451
- Total income / additions
- $1,445,356
Expenses & distributions
- Benefits paid
- $1,391,895
- Administrative expenses
- $192,324
- Total expenses
- $1,584,219
- Net increase / (decrease)
- -$138,863
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Fadeley | EMPLOYEE | $58,723 | not reported in the loaded dataset | 2023 |
| Arcara Lenda Eusanio & Stacey Cpas | NONE | $33,423 | not reported in the loaded dataset | 2023 |
| Blitman & King Llp | NONE | $23,033 | not reported in the loaded dataset | 2023 |
| Usi Cg | NONE | $5,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Heat And Frost Insulators And Allied Workers Loca
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Buffalo, NY
- John Fadeley — Schedule C compensation
- Arcara Lenda Eusanio & Stacey Cpas — Schedule C compensation
- Blitman & King Llp — Schedule C compensation
- Usi Cg — Schedule C compensation