Asbestos Workers Local 75 Indiana Retirement Fund — Form 5500 plan (Intl Assoc Of Heat And Frost Ins. & Asb. Wkrs 75)
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, Asbestos Workers Local 75 Indiana Retirement Fund is a benefit plan reported by Intl Assoc Of Heat And Frost Ins. & Asb. Wkrs 75 under EIN 35-2150963 and plan number 001. The latest loaded filing year is 2023. The filing reports 418 participants and $11,890,289 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Intl Assoc Of Heat And Frost Ins. & Asb. Wkrs 75
- EIN
- 35-2150963
- Plan number
- 001
- Plan type
- 1
- Location
- South Bend, IN
- Latest filing year
- 2023
- Participants
- 418
- End-of-year plan assets
- $11,890,289
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 418 | H, C | 20241213161506NAL0021108448001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,890,289
- Total liabilities (EOY)
- $24,996
- Net assets (EOY)
- $11,865,293
- Net assets (BOY)
- $11,161,323
Income & contributions
- Employer contributions
- $1,245,163
- Total contributions
- $1,245,163
- Total income / additions
- $2,934,405
Expenses & distributions
- Benefits paid
- $2,097,947
- Administrative expenses
- $132,488
- Total expenses
- $2,230,435
- Net increase / (decrease)
- $703,970
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Old National Wealth Management | NONE | $44,532 | not reported in the loaded dataset | 2023 |
| Benefit Plan Administration Service | NONE | $41,059 | $0 | 2023 |
| Johnson & Krol | NONE | $21,305 | not reported in the loaded dataset | 2023 |
| Legacy Professionals, Llp | NONE | $13,601 | not reported in the loaded dataset | 2023 |
| Hunts Insurance Group | NONE | $0 | $6,957 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Intl Assoc Of Heat And Frost Ins. & Asb. Wkrs 75
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in South Bend, IN
- Old National Wealth Management — Schedule C compensation
- Benefit Plan Administration Service — Schedule C compensation
- Johnson & Krol — Schedule C compensation
- Legacy Professionals, Llp — Schedule C compensation
- Hunts Insurance Group — Schedule C compensation