Heat And Frost Insulators And Allied Workers Local 47 Retirment Trust Fund — Form 5500 plan (Heat And Frost Insulators And Allied Workers Local 47 Retirement)
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 And Frost Insulators And Allied Workers Local 47 Retirment Trust Fund is a benefit plan reported by Heat And Frost Insulators And Allied Workers Local 47 Retirement under EIN 38-6059001 and plan number 001. The latest loaded filing year is 2023. The filing reports 433 participants and $49,477,917 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Heat And Frost Insulators And Allied Workers Local 47 Retirement
- EIN
- 38-6059001
- Plan number
- 001
- Plan type
- 1
- Location
- Lansing, MI
- Latest filing year
- 2023
- Participants
- 433
- End-of-year plan assets
- $49,477,917
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 433 | H, C | 20240906123008NAL0001088177001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $49,477,917
- Total liabilities (EOY)
- $34,364
- Net assets (EOY)
- $49,443,553
- Net assets (BOY)
- $44,963,940
Income & contributions
- Employer contributions
- $3,000,900
- Total contributions
- $3,000,900
- Total income / additions
- $8,155,088
Expenses & distributions
- Benefits paid
- $3,440,002
- Administrative expenses
- $235,473
- Total expenses
- $3,675,475
- Net increase / (decrease)
- $4,479,613
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tic International Corp | NONE | $61,108 | not reported in the loaded dataset | 2023 |
| Meketa Investment Group | NONE | $55,000 | not reported in the loaded dataset | 2023 |
| United Actuarial Servcices | NONE | $26,625 | not reported in the loaded dataset | 2023 |
| Stark Reagan, P.C. | NONE | $18,786 | not reported in the loaded dataset | 2023 |
| Benda, Grace, Stulz & Company, P.C. | NONE | $16,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Heat And Frost Insulators And Allied Workers Local 47 Retirement
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Lansing, MI
- Tic International Corp — Schedule C compensation
- Meketa Investment Group — Schedule C compensation
- United Actuarial Servcices — Schedule C compensation
- Stark Reagan, P.C. — Schedule C compensation
- Benda, Grace, Stulz & Company, P.C. — Schedule C compensation