Heat & Frost Insulators & Asbestos Workers Local 38 Retirement Plan — Form 5500 plan (Heat & Frost Insulators & Asbestos Workers Local #38)
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 & Frost Insulators & Asbestos Workers Local 38 Retirement Plan is a benefit plan reported by Heat & Frost Insulators & Asbestos Workers Local #38 under EIN 23-6283938 and plan number 001. The latest loaded filing year is 2023. The filing reports 144 participants and $18,183,714 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Heat & Frost Insulators & Asbestos Workers Local #38
- EIN
- 23-6283938
- Plan number
- 001
- Plan type
- 1
- Location
- Wilkes-Barre, PA
- Latest filing year
- 2023
- Participants
- 144
- End-of-year plan assets
- $18,183,714
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 144 | H, C | 20241015134310NAL0016517075001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,183,714
- Total liabilities (EOY)
- $8,223
- Net assets (EOY)
- $18,175,491
- Net assets (BOY)
- $15,574,923
Income & contributions
- Employer contributions
- $498,400
- Total contributions
- $498,400
- Total income / additions
- $3,098,283
Expenses & distributions
- Benefits paid
- $427,959
- Administrative expenses
- $69,756
- Total expenses
- $497,715
- Net increase / (decrease)
- $2,600,568
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Northeast Advisors, Inc. | NONE | $30,638 | not reported in the loaded dataset | 2023 |
| Snyder & Clemente | NONE | $15,750 | not reported in the loaded dataset | 2023 |
| N.A. Falcone & Associates, Inc | NONE | $15,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Heat & Frost Insulators & Asbestos Workers Local #38
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Wilkes-Barre, PA
- Northeast Advisors, Inc. — Schedule C compensation
- Snyder & Clemente — Schedule C compensation
- N.A. Falcone & Associates, Inc — Schedule C compensation