Heat & Frost Insulators Local 127 Supplemental/401(K) Retirement Plan — Form 5500 plan (Board Of Trustees Of Asbestos Workers Local 127)
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 & Frost Insulators Local 127 Supplemental/401(K) Retirement Plan is a benefit plan reported by Board Of Trustees Of Asbestos Workers Local 127 under EIN 39-1599961 and plan number 001. The latest loaded filing year is 2023. The filing reports 553 participants and $11,730,037 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Asbestos Workers Local 127
- EIN
- 39-1599961
- Plan number
- 001
- Plan type
- 1
- Location
- Milwaukee, WI
- Latest filing year
- 2023
- Participants
- 553
- End-of-year plan assets
- $11,730,037
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 553 | H, C | 20241015195320NAL0030799809001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,730,037
- Total liabilities (EOY)
- $40,022
- Net assets (EOY)
- $11,690,015
- Net assets (BOY)
- $10,559,585
Income & contributions
- Employer contributions
- $576,259
- Participant contributions
- $46,725
- Total contributions
- $622,984
- Total income / additions
- $2,646,534
Expenses & distributions
- Benefits paid
- $1,396,755
- Administrative expenses
- $119,349
- Total expenses
- $1,516,104
- Net increase / (decrease)
- $1,130,430
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Andco Consulting, LLC | NONE | $28,000 | not reported in the loaded dataset | 2023 |
| Benesys, Inc. | PLAN ADMINISTRATOR | $27,273 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | NONE | $24,668 | $0 | 2023 |
| Sikich Llp | NONE | $16,280 | not reported in the loaded dataset | 2023 |
| The Previant Law Firm, S.C. | NONE | $9,820 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Asbestos Workers Local 127
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Milwaukee, WI
- Andco Consulting, LLC — Schedule C compensation
- Benesys, Inc. — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Sikich Llp — Schedule C compensation
- The Previant Law Firm, S.C. — Schedule C compensation