Pension Fund Of Heat And Frost Insulators Local 12 — Form 5500 plan (Board Of Trustees Pension Fund Of Heat And Frost Insulators Local 12)
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, Pension Fund Of Heat And Frost Insulators Local 12 is a benefit plan reported by Board Of Trustees Pension Fund Of Heat And Frost Insulators Local 12 under EIN 51-6045262 and plan number 002. The latest loaded filing year is 2023. The filing reports 954 participants and $140,849,853 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Pension Fund Of Heat And Frost Insulators Local 12
- EIN
- 51-6045262
- Plan number
- 002
- Plan type
- 1
- Location
- Long Island City, NY
- Latest filing year
- 2023
- Participants
- 954
- End-of-year plan assets
- $140,849,853
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 954 | H, C | 20240730155111NAL0021102945001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $140,849,853
- Total liabilities (EOY)
- $5,634,621
- Net assets (EOY)
- $135,215,232
- Net assets (BOY)
- $120,469,154
Income & contributions
- Employer contributions
- $4,219,995
- Total contributions
- $4,219,995
- Total income / additions
- $21,975,603
Expenses & distributions
- Benefits paid
- $6,005,913
- Administrative expenses
- $1,223,612
- Total expenses
- $7,229,525
- Net increase / (decrease)
- $14,746,078
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nuveen Asset Management | NONE | $135,874 | $0 | 2023 |
| Zenith American Solutions | NONE | $110,240 | not reported in the loaded dataset | 2023 |
| Schultheis & Panettieri, Llp | AUDITOR | $97,095 | not reported in the loaded dataset | 2023 |
| Vss Structured Capital Parallel Iv, | NONE | $94,723 | not reported in the loaded dataset | 2023 |
| Columbia Management Investment Advi | NONE | $90,513 | $0 | 2023 |
| Segal Company (Eastern States) | NONE | $72,790 | not reported in the loaded dataset | 2023 |
| Ullico Infrastructure | NONE | $58,344 | not reported in the loaded dataset | 2023 |
| Proskauer Rose Llp | ATTORNEY | $51,977 | not reported in the loaded dataset | 2023 |
| Crescent Mezzanine Partners Viib Lp | NONE | $40,235 | not reported in the loaded dataset | 2023 |
| Prudential Insurance Co. | NONE | $38,070 | not reported in the loaded dataset | 2023 |
| Colleran, O'Hara & Mills, Llp | ATTORNEY | $37,133 | not reported in the loaded dataset | 2023 |
| Rbc Global Asset Management | NONE | $32,374 | not reported in the loaded dataset | 2023 |
| Crescent Capital High Income Fund B | NONE | $28,853 | not reported in the loaded dataset | 2023 |
| Prudential Retirement & Annuity Co. | NONE | $22,958 | not reported in the loaded dataset | 2023 |
| M & T Bank | NONE | $22,879 | $0 | 2023 |
| Tocqueville Asset Management Lp | NONE | $14,466 | $0 | 2023 |
| Reynolds Consulting Services, LLC | NONE | $14,141 | not reported in the loaded dataset | 2023 |
| Union Labor Life Insurance Company | NONE | $7,856 | $0 | 2023 |
| Vss Structured Capital Parallel Iii | NONE | $7,245 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Pension Fund Of Heat And Frost Insulators Local 12
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Long Island City, NY
- Nuveen Asset Management — Schedule C compensation
- Zenith American Solutions — Schedule C compensation
- Schultheis & Panettieri, Llp — Schedule C compensation
- Vss Structured Capital Parallel Iv, — Schedule C compensation
- Columbia Management Investment Advi — Schedule C compensation
- Segal Company (Eastern States) — Schedule C compensation
- Ullico Infrastructure — Schedule C compensation
- Proskauer Rose Llp — Schedule C compensation
- Crescent Mezzanine Partners Viib Lp — Schedule C compensation
- Prudential Insurance Co. — Schedule C compensation
- Colleran, O'Hara & Mills, Llp — Schedule C compensation
- Rbc Global Asset Management — Schedule C compensation
- Crescent Capital High Income Fund B — Schedule C compensation
- Prudential Retirement & Annuity Co. — Schedule C compensation
- M & T Bank — Schedule C compensation
- Tocqueville Asset Management Lp — Schedule C compensation
- Reynolds Consulting Services, LLC — Schedule C compensation
- Union Labor Life Insurance Company — Schedule C compensation
- Vss Structured Capital Parallel Iii — Schedule C compensation