International Association Of Heat & Frost Insulators And Allied Workers Local Union 60 Pension Fund — Form 5500 plan (Int'L Assoc Of Heat & Frost Ins & Asbestos Workers Local Union 60)
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, International Association Of Heat & Frost Insulators And Allied Workers Local Union 60 Pension Fund is a benefit plan reported by Int'L Assoc Of Heat & Frost Ins & Asbestos Workers Local Union 60 under EIN 59-6145377 and plan number 001. The latest loaded filing year is 2023. The filing reports 329 participants and $40,282,249 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Int'L Assoc Of Heat & Frost Ins & Asbestos Workers Local Union 60
- EIN
- 59-6145377
- Plan number
- 001
- Plan type
- 1
- Location
- Pembroke Pines, FL
- Latest filing year
- 2023
- Participants
- 329
- End-of-year plan assets
- $40,282,249
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 329 | H, C | 20251006173008NAL0003859505001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $40,282,249
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $40,282,249
- Net assets (BOY)
- $39,656,492
Income & contributions
- Employer contributions
- $1,229,158
- Total contributions
- $1,229,158
- Total income / additions
- $5,288,706
Expenses & distributions
- Benefits paid
- $4,199,808
- Administrative expenses
- $463,141
- Total expenses
- $4,662,949
- Net increase / (decrease)
- $625,757
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Horizon Actuarial Services, LLC | not reported in the loaded dataset | $140,750 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney | not reported in the loaded dataset | $83,650 | not reported in the loaded dataset | 2023 |
| Chevy Chase Trust Investment Adviso | not reported in the loaded dataset | $78,950 | not reported in the loaded dataset | 2023 |
| National Employee Benefits Administ | not reported in the loaded dataset | $52,430 | not reported in the loaded dataset | 2023 |
| Ironwood Institutional Ltd | not reported in the loaded dataset | $22,455 | not reported in the loaded dataset | 2023 |
| Venable Law Firm, P.A. | not reported in the loaded dataset | $18,000 | not reported in the loaded dataset | 2023 |
| John Hancock | not reported in the loaded dataset | $12,090 | not reported in the loaded dataset | 2023 |
| Ksdt & Co, LLC | not reported in the loaded dataset | $9,425 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Int'L Assoc Of Heat & Frost Ins & Asbestos Workers Local Union 60
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Pembroke Pines, FL
- Horizon Actuarial Services, LLC — Schedule C compensation
- Morgan Stanley Smith Barney — Schedule C compensation
- Chevy Chase Trust Investment Adviso — Schedule C compensation
- National Employee Benefits Administ — Schedule C compensation
- Ironwood Institutional Ltd — Schedule C compensation
- Venable Law Firm, P.A. — Schedule C compensation
- John Hancock — Schedule C compensation
- Ksdt & Co, LLC — Schedule C compensation