Heat And Frost Insulators Local 34 Health & Welfare Plan — Form 5500 plan (Board Of Trustees Of Heat And Frost Insulators Local 34 H&W Plan)
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 Local 34 Health & Welfare Plan is a benefit plan reported by Board Of Trustees Of Heat And Frost Insulators Local 34 H&W Plan under EIN 41-6263066 and plan number 501. The latest loaded filing year is 2023. The filing reports 430 participants and $9,968,224 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Heat And Frost Insulators Local 34 H&W Plan
- EIN
- 41-6263066
- Plan number
- 501
- Plan type
- 1
- Location
- Bloomington, MN
- Latest filing year
- 2023
- Participants
- 430
- End-of-year plan assets
- $9,968,224
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 430 | H, C | 20250115173658NAL0034760912001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,968,224
- Total liabilities (EOY)
- $819,068
- Net assets (EOY)
- $9,149,156
- Net assets (BOY)
- $7,685,163
Income & contributions
- Employer contributions
- $10,934,222
- Participant contributions
- $204,332
- Total contributions
- $11,138,554
- Total income / additions
- $12,845,172
Expenses & distributions
- Benefits paid
- $10,978,091
- Administrative expenses
- $403,088
- Total expenses
- $11,381,179
- Net increase / (decrease)
- $1,463,993
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Healthpartners Administrators, Inc. | NONE | $366,667 | not reported in the loaded dataset | 2023 |
| Wilson-Mcshane Corporation | NONE | $276,458 | not reported in the loaded dataset | 2023 |
| Shumaker, Loop & Kendrick, Llp | NONE | $42,465 | not reported in the loaded dataset | 2023 |
| The Mckeogh Company | NONE | $35,000 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $17,570 | not reported in the loaded dataset | 2023 |
| Ddmn Aso LLC | NONE | $12,685 | not reported in the loaded dataset | 2023 |
| Proact, Inc. | NONE | $8,435 | not reported in the loaded dataset | 2023 |
| Mcgrann Shea Carnival Straughn & La | NONE | $6,422 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Heat And Frost Insulators Local 34 H&W Plan
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Bloomington, MN
- Healthpartners Administrators, Inc. — Schedule C compensation
- Wilson-Mcshane Corporation — Schedule C compensation
- Shumaker, Loop & Kendrick, Llp — Schedule C compensation
- The Mckeogh Company — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Ddmn Aso LLC — Schedule C compensation
- Proact, Inc. — Schedule C compensation
- Mcgrann Shea Carnival Straughn & La — Schedule C compensation