Heat & Frost Insulators And Allied Workers Local 6 Pension Fund — Form 5500 plan (Bd Of Trustees-Heat & Frost Insulators And Allied Workers Local 6 Pen)
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 And Allied Workers Local 6 Pension Fund is a benefit plan reported by Bd Of Trustees-Heat & Frost Insulators And Allied Workers Local 6 Pen under EIN 51-6135057 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,401 participants and $153,802,662 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd Of Trustees-Heat & Frost Insulators And Allied Workers Local 6 Pen
- EIN
- 51-6135057
- Plan number
- 001
- Plan type
- 1
- Location
- Quincy, MA
- Latest filing year
- 2023
- Participants
- 1,401
- End-of-year plan assets
- $153,802,662
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,401 | H, C | 20241015132907NAL0048127376004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $153,802,662
- Total liabilities (EOY)
- $5,419,486
- Net assets (EOY)
- $148,383,176
- Net assets (BOY)
- $136,345,512
Income & contributions
- Employer contributions
- $9,053,562
- Total contributions
- $9,053,562
- Total income / additions
- $23,012,486
Expenses & distributions
- Benefits paid
- $9,898,142
- Administrative expenses
- $1,076,680
- Total expenses
- $10,974,822
- Net increase / (decrease)
- $12,037,664
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ifm Investors Pty Ltd | NONE | $0 | $220,217 | 2023 |
| Segal Company | NONE | $134,003 | not reported in the loaded dataset | 2023 |
| Meketa Investment Grp Llp | NONE | $104,716 | not reported in the loaded dataset | 2023 |
| Benesys, Inc | NONE | $88,828 | not reported in the loaded dataset | 2023 |
| Aew Capital Management | NONE | $0 | $81,855 | 2023 |
| Jp Morgan Chase Bank, Na | NONE | $74,674 | not reported in the loaded dataset | 2023 |
| Lsv Asset Management | NONE | $63,300 | not reported in the loaded dataset | 2023 |
| Bmo Harris Bank Na | NONE | $59,594 | $0 | 2023 |
| Segal Roitman Llp | NONE | $51,582 | not reported in the loaded dataset | 2023 |
| Harbourvest Partners, LLC | NONE | $26,429 | not reported in the loaded dataset | 2023 |
| Novak Francella LLC | NONE | $24,083 | not reported in the loaded dataset | 2023 |
| Asb Capital Management LLC | NONE | $21,444 | not reported in the loaded dataset | 2023 |
| Chevy Chase Trust | NONE | $21,443 | not reported in the loaded dataset | 2023 |
| Newtower Trust Company | NONE | $0 | $20,475 | 2023 |
| Westfield Capital Management Co. Lp | NONE | $14,229 | $0 | 2023 |
| Wellington Trust | NONE | $13,279 | $0 | 2023 |
| State Street Global Advisor | NONE | $12,897 | $0 | 2023 |
| Us Bank Global Fund Services | NONE | $10,767 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd Of Trustees-Heat & Frost Insulators And Allied Workers Local 6 Pen
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Quincy, MA
- Ifm Investors Pty Ltd — Schedule C compensation
- Segal Company — Schedule C compensation
- Meketa Investment Grp Llp — Schedule C compensation
- Benesys, Inc — Schedule C compensation
- Aew Capital Management — Schedule C compensation
- Jp Morgan Chase Bank, Na — Schedule C compensation
- Lsv Asset Management — Schedule C compensation
- Bmo Harris Bank Na — Schedule C compensation
- Segal Roitman Llp — Schedule C compensation
- Harbourvest Partners, LLC — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- Asb Capital Management LLC — Schedule C compensation
- Chevy Chase Trust — Schedule C compensation
- Newtower Trust Company — Schedule C compensation
- Westfield Capital Management Co. Lp — Schedule C compensation
- Wellington Trust — Schedule C compensation
- State Street Global Advisor — Schedule C compensation
- Us Bank Global Fund Services — Schedule C compensation