Heat And Frost Insulators St. Louis Welfare Fund — Form 5500 plan (Heat And Frost Insulators St. Louis Welfare Fund Trustees)
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 St. Louis Welfare Fund is a benefit plan reported by Heat And Frost Insulators St. Louis Welfare Fund Trustees under EIN 43-6158894 and plan number 501. The latest loaded filing year is 2023. The filing reports 591 participants and $14,768,875 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Heat And Frost Insulators St. Louis Welfare Fund Trustees
- EIN
- 43-6158894
- Plan number
- 501
- Plan type
- 1
- Location
- Earth City, MO
- Latest filing year
- 2023
- Participants
- 591
- End-of-year plan assets
- $14,768,875
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 591 | H, C | 20241014155339NAL0015248403005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,768,875
- Total liabilities (EOY)
- $275,449
- Net assets (EOY)
- $14,493,426
- Net assets (BOY)
- $13,190,068
Income & contributions
- Employer contributions
- $8,027,856
- Participant contributions
- $1,759,197
- Total contributions
- $9,787,053
- Total income / additions
- $11,053,464
Expenses & distributions
- Benefits paid
- $9,075,029
- Administrative expenses
- $675,077
- Total expenses
- $9,750,106
- Net increase / (decrease)
- $1,303,358
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sav-Rx | NONE | $844,015 | not reported in the loaded dataset | 2023 |
| Everside, LLC | NONE | $287,655 | not reported in the loaded dataset | 2023 |
| Zenith American Solutions | THIRD-PARTY ADMINISTRATOR | $205,569 | not reported in the loaded dataset | 2023 |
| Aetna Life Insurance Company | CONTRACT ADMINISTRATOR | $200,655 | not reported in the loaded dataset | 2023 |
| National Vision Administrators | NONE | $87,576 | not reported in the loaded dataset | 2023 |
| Digital Insurance | CONSULATANT | $70,819 | not reported in the loaded dataset | 2023 |
| Commerce Bank | INVESTMENT MANAGER | $54,799 | $0 | 2023 |
| Labor First, LLC | NONE | $48,403 | not reported in the loaded dataset | 2023 |
| Hammond & Shinners, P.C. | NONE | $19,490 | not reported in the loaded dataset | 2023 |
| Grabel Schnieders Hollman & Co | NONE | $10,089 | not reported in the loaded dataset | 2023 |
| Milliman, Inc. | NONE | $6,750 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Heat And Frost Insulators St. Louis Welfare Fund Trustees
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Earth City, MO
- Sav-Rx — Schedule C compensation
- Everside, LLC — Schedule C compensation
- Zenith American Solutions — Schedule C compensation
- Aetna Life Insurance Company — Schedule C compensation
- National Vision Administrators — Schedule C compensation
- Digital Insurance — Schedule C compensation
- Commerce Bank — Schedule C compensation
- Labor First, LLC — Schedule C compensation
- Hammond & Shinners, P.C. — Schedule C compensation
- Grabel Schnieders Hollman & Co — Schedule C compensation
- Milliman, Inc. — Schedule C compensation