Heat & Frost Insulators & Asbestos Workers Lcl 38 Retirement Investment Account Plan — Form 5500 plan (Heat & Frost Insulators & Asbestos Workers Local Union 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 Lcl 38 Retirement Investment Account Plan is a benefit plan reported by Heat & Frost Insulators & Asbestos Workers Local Union 38 under EIN 23-6283938 and plan number 002. The latest loaded filing year is 2023. The filing reports 501 participants and $24,162,410 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Heat & Frost Insulators & Asbestos Workers Local Union 38
- EIN
- 23-6283938
- Plan number
- 002
- Plan type
- 1
- Location
- Wilkes-Barre, PA
- Latest filing year
- 2023
- Participants
- 501
- End-of-year plan assets
- $24,162,410
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 501 | H, C | 20241014114752NAL0027188849001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,162,410
- Total liabilities (EOY)
- $9,549
- Net assets (EOY)
- $24,152,861
- Net assets (BOY)
- $21,262,324
Income & contributions
- Employer contributions
- $892,710
- Total contributions
- $892,710
- Total income / additions
- $4,635,497
Expenses & distributions
- Benefits paid
- $1,660,119
- Administrative expenses
- $84,841
- Total expenses
- $1,744,960
- Net increase / (decrease)
- $2,890,537
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Northeast Advisors, Inc. | SERVICE PROVIDER | $41,191 | $0 | 2023 |
| Alerus Financial, N.A. | SERVICE PROVIDER | $29,398 | $0 | 2023 |
| Snyder & Clemente | SERVICE PROVIDER | $13,000 | not reported in the loaded dataset | 2023 |
| Ira H. Weinstock | NONE | $720 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Heat & Frost Insulators & Asbestos Workers Local Union 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
- Alerus Financial, N.A. — Schedule C compensation
- Snyder & Clemente — Schedule C compensation
- Ira H. Weinstock — Schedule C compensation