International Association Of Heat And Frost Insulators Local 17 Annuity Fund — Form 5500 plan (Trustees Of Int'L Assn Of Heat And Frost Insulators Loc 17 Annuity Fd)
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 Local 17 Annuity Fund is a benefit plan reported by Trustees Of Int'L Assn Of Heat And Frost Insulators Loc 17 Annuity Fd under EIN 36-6754873 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,470 participants and $193,857,812 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Int'L Assn Of Heat And Frost Insulators Loc 17 Annuity Fd
- EIN
- 36-6754873
- Plan number
- 002
- Plan type
- 1
- Location
- Tinley Park, IL
- Latest filing year
- 2023
- Participants
- 1,470
- End-of-year plan assets
- $193,857,812
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,470 | H, C | 20241008111613NAL0016508545001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $193,857,812
- Total liabilities (EOY)
- $36,794
- Net assets (EOY)
- $193,821,018
- Net assets (BOY)
- $172,571,313
Income & contributions
- Employer contributions
- $10,556,916
- Participant contributions
- $1,698,992
- Total contributions
- $12,255,908
- Total income / additions
- $33,595,436
Expenses & distributions
- Benefits paid
- $11,339,518
- Administrative expenses
- $1,006,213
- Total expenses
- $12,345,731
- Net increase / (decrease)
- $21,249,705
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Capital Invest Advs., Inc | NONE | $51,000 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $40,892 | not reported in the loaded dataset | 2023 |
| Mary Mcmullin | EMPLOYEE | $35,867 | not reported in the loaded dataset | 2023 |
| Johnson & Krol, LLC | NONE | $15,468 | not reported in the loaded dataset | 2023 |
| Jim Klemme | NONE | $7,350 | not reported in the loaded dataset | 2023 |
| Basys, Inc | NONE | $7,227 | not reported in the loaded dataset | 2023 |
| Milliman | NONE | $5,138 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Int'L Assn Of Heat And Frost Insulators Loc 17 Annuity Fd
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Tinley Park, IL
- Strategic Capital Invest Advs., Inc — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Mary Mcmullin — Schedule C compensation
- Johnson & Krol, LLC — Schedule C compensation
- Jim Klemme — Schedule C compensation
- Basys, Inc — Schedule C compensation
- Milliman — Schedule C compensation