International Association Of Heat And Frost Insulators & Allied Workers Local # 3 Health And Welfare Trust — Form 5500 plan (Bd Of Trustees Of Intl Heat And Frost Insulators)
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 & Allied Workers Local # 3 Health And Welfare Trust is a benefit plan reported by Bd Of Trustees Of Intl Heat And Frost Insulators under EIN 34-1286578 and plan number 501. The latest loaded filing year is 2023. The filing reports 143 participants and $5,836,757 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd Of Trustees Of Intl Heat And Frost Insulators
- EIN
- 34-1286578
- Plan number
- 501
- Plan type
- 1
- Location
- Canfield, OH
- Latest filing year
- 2023
- Participants
- 143
- End-of-year plan assets
- $5,836,757
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 143 | H, C | 20250317163454NAL0001863217003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,836,757
- Total liabilities (EOY)
- $188,756
- Net assets (EOY)
- $5,648,001
- Net assets (BOY)
- $4,880,269
Income & contributions
- Employer contributions
- $4,041,332
- Participant contributions
- $44,446
- Total contributions
- $4,085,778
- Total income / additions
- $4,474,412
Expenses & distributions
- Benefits paid
- $3,561,325
- Administrative expenses
- $145,355
- Total expenses
- $3,706,680
- Net increase / (decrease)
- $767,732
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benesys, Inc. | NONE | $40,920 | $0 | 2023 |
| Charles Schwab | NONE | $34,349 | $0 | 2023 |
| Barnes Wendling Cpas, Inc. | NONE | $27,023 | not reported in the loaded dataset | 2023 |
| Kadish, Hinkel And Weibel | NONE | $13,868 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd Of Trustees Of Intl Heat And Frost Insulators
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Canfield, OH
- Benesys, Inc. — Schedule C compensation
- Charles Schwab — Schedule C compensation
- Barnes Wendling Cpas, Inc. — Schedule C compensation
- Kadish, Hinkel And Weibel — Schedule C compensation