Local 18 Int'L Assoc. Of Heat & Frost Insulators & Allied Workers Supplemental Pension Fund — Form 5500 plan (Board Of Trustees-Local 18 Int'L Heat & 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, Local 18 Int'L Assoc. Of Heat & Frost Insulators & Allied Workers Supplemental Pension Fund is a benefit plan reported by Board Of Trustees-Local 18 Int'L Heat & Frost Insulators under EIN 35-1843702 and plan number 001. The latest loaded filing year is 2023. The filing reports 599 participants and $55,667,973 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees-Local 18 Int'L Heat & Frost Insulators
- EIN
- 35-1843702
- Plan number
- 001
- Plan type
- 1
- Location
- Indianapolis, IN
- Latest filing year
- 2023
- Participants
- 599
- End-of-year plan assets
- $55,667,973
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 599 | H, C | 20250213161506NAL0012739139001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $55,667,973
- Total liabilities (EOY)
- $11,608
- Net assets (EOY)
- $55,656,365
- Net assets (BOY)
- $46,808,761
Income & contributions
- Employer contributions
- $2,930,826
- Total contributions
- $2,930,826
- Total income / additions
- $11,418,841
Expenses & distributions
- Benefits paid
- $2,290,708
- Administrative expenses
- $280,529
- Total expenses
- $2,571,237
- Net increase / (decrease)
- $8,847,604
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Dorsey Wright & Associates | NONE | $91,101 | not reported in the loaded dataset | 2023 |
| Zacks Investment Management | NONE | $58,716 | not reported in the loaded dataset | 2023 |
| Jennison Associates, LLC | NONE | $43,962 | not reported in the loaded dataset | 2023 |
| Wells Fargo Clearing Services | NONE | $30,000 | not reported in the loaded dataset | 2023 |
| Cumberland Advisors | NONE | $29,420 | not reported in the loaded dataset | 2023 |
| Kayne Anderson Rudnick | NONE | $25,622 | not reported in the loaded dataset | 2023 |
| Brandes Investment Partners | NONE | $23,017 | not reported in the loaded dataset | 2023 |
| L.M. Henderson & Company, Llp | NONE | $19,430 | not reported in the loaded dataset | 2023 |
| Clearbridge Investments | NONE | $17,560 | not reported in the loaded dataset | 2023 |
| Ledbetter Parisi, LLC | NONE | $17,435 | not reported in the loaded dataset | 2023 |
| Capital Group International | NONE | $16,668 | not reported in the loaded dataset | 2023 |
| Heathscope | NONE | $16,199 | not reported in the loaded dataset | 2023 |
| Cohen & Steers Capital Management | NONE | $7,299 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees-Local 18 Int'L Heat & Frost Insulators
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Indianapolis, IN
- Dorsey Wright & Associates — Schedule C compensation
- Zacks Investment Management — Schedule C compensation
- Jennison Associates, LLC — Schedule C compensation
- Wells Fargo Clearing Services — Schedule C compensation
- Cumberland Advisors — Schedule C compensation
- Kayne Anderson Rudnick — Schedule C compensation
- Brandes Investment Partners — Schedule C compensation
- L.M. Henderson & Company, Llp — Schedule C compensation
- Clearbridge Investments — Schedule C compensation
- Ledbetter Parisi, LLC — Schedule C compensation
- Capital Group International — Schedule C compensation
- Heathscope — Schedule C compensation
- Cohen & Steers Capital Management — Schedule C compensation