Heat And Frost Insulators Pension Plan — Form 5500 plan (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, Heat And Frost Insulators Pension Plan is a benefit plan reported by Heat And Frost Insulators under EIN 38-6060516 and plan number 001. The latest loaded filing year is 2023. The filing reports 652 participants and $65,835,761 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Heat And Frost Insulators
- EIN
- 38-6060516
- Plan number
- 001
- Plan type
- 1
- Location
- Troy, MI
- Latest filing year
- 2023
- Participants
- 652
- End-of-year plan assets
- $65,835,761
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 652 | H, C | 20241003154035NAL0004990403001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $65,835,761
- Total liabilities (EOY)
- $179,038
- Net assets (EOY)
- $65,656,723
- Net assets (BOY)
- $57,411,538
Income & contributions
- Employer contributions
- $7,003,019
- Total contributions
- $7,003,019
- Total income / additions
- $13,207,014
Expenses & distributions
- Benefits paid
- $4,621,334
- Administrative expenses
- $340,495
- Total expenses
- $4,961,829
- Net increase / (decrease)
- $8,245,185
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Millman Usa | ACTUARY | $69,154 | not reported in the loaded dataset | 2023 |
| Novarra, Tesija & Catenacci | ACTUARY | $55,172 | not reported in the loaded dataset | 2023 |
| Benesys Inc | THIRD PARTY ADMINSTRATOR | $53,339 | not reported in the loaded dataset | 2023 |
| Marquette Associates Inc. | INVESTMENT CONSULTANT | $50,000 | not reported in the loaded dataset | 2023 |
| Comerica | INVESTMENT CUSTODIAN | $40,357 | not reported in the loaded dataset | 2023 |
| Wrubel Wesley & Co Cpas | AUDITOR | $10,850 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Heat And Frost Insulators
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Troy, MI
- Millman Usa — Schedule C compensation
- Novarra, Tesija & Catenacci — Schedule C compensation
- Benesys Inc — Schedule C compensation
- Marquette Associates Inc. — Schedule C compensation
- Comerica — Schedule C compensation
- Wrubel Wesley & Co Cpas — Schedule C compensation