Insulators Local No 27 Supplemental Pension Fund — Form 5500 plan (Heat & Frost Insulators Local 27)
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, Insulators Local No 27 Supplemental Pension Fund is a benefit plan reported by Heat & Frost Insulators Local 27 under EIN 43-0337343 and plan number 002. The latest loaded filing year is 2023. The filing reports 495 participants and $28,400,536 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Heat & Frost Insulators Local 27
- EIN
- 43-0337343
- Plan number
- 002
- Plan type
- 1
- Location
- Independence, MO
- Latest filing year
- 2023
- Participants
- 495
- End-of-year plan assets
- $28,400,536
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 495 | H, C | 20241015093012NAL0016060115006 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,400,536
- Net assets (EOY)
- $28,400,536
- Net assets (BOY)
- $23,835,456
Income & contributions
- Employer contributions
- $2,064,709
- Total contributions
- $2,064,709
- Total income / additions
- $5,718,771
Expenses & distributions
- Benefits paid
- $997,485
- Administrative expenses
- $156,206
- Total expenses
- $1,153,691
- Net increase / (decrease)
- $4,565,080
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Financial Engines, Inc. | INVESTMENT ADVISOR | $55,354 | not reported in the loaded dataset | 2023 |
| Alerus Retirement Solutions | RECORD KEEPER/CUSTODIAN | $48,447 | not reported in the loaded dataset | 2023 |
| Novak Birks P.C. | ACCOUNTANT | $29,303 | not reported in the loaded dataset | 2023 |
| Douthit Frets Rouse Gentile Rhodes | ATTORNEY | $17,363 | not reported in the loaded dataset | 2023 |
| Mertz Insurance Group | INSURANCE BROKER | $5,739 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Heat & Frost Insulators Local 27
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Independence, MO
- Financial Engines, Inc. — Schedule C compensation
- Alerus Retirement Solutions — Schedule C compensation
- Novak Birks P.C. — Schedule C compensation
- Douthit Frets Rouse Gentile Rhodes — Schedule C compensation
- Mertz Insurance Group — Schedule C compensation