Heat & Frost Insulators & Allied Workers Local Union 10 Pension Plan — Form 5500 plan (Heat & Frost Insulators & Allied Workers Local Union 10)
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 & Allied Workers Local Union 10 Pension Plan is a benefit plan reported by Heat & Frost Insulators & Allied Workers Local Union 10 under EIN 71-6093109 and plan number 001. The latest loaded filing year is 2023. The filing reports 106 participants and $4,406,989 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Heat & Frost Insulators & Allied Workers Local Union 10
- EIN
- 71-6093109
- Plan number
- 001
- Plan type
- 1
- Location
- Atkins, AR
- Latest filing year
- 2023
- Participants
- 106
- End-of-year plan assets
- $4,406,989
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 106 | H, C | 20241015080007NAL0048432816002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,406,989
- Total liabilities (EOY)
- $13,989
- Net assets (EOY)
- $4,393,000
- Net assets (BOY)
- $4,017,603
Income & contributions
- Employer contributions
- $232,996
- Total contributions
- $232,996
- Total income / additions
- $910,313
Expenses & distributions
- Benefits paid
- $415,097
- Administrative expenses
- $119,819
- Total expenses
- $534,916
- Net increase / (decrease)
- $375,397
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Allied Workers Local Union 10 | PLAN SPONSOR | $33,262 | not reported in the loaded dataset | 2023 |
| Raymond James | NONE | $24,425 | not reported in the loaded dataset | 2023 |
| Highland Capital Management, LLC | NONE | $20,412 | not reported in the loaded dataset | 2023 |
| Little Shanneyfelt Marshall & Co | NONE | $14,500 | not reported in the loaded dataset | 2023 |
| Ellis, Tucker & Aldridge, Llp | NONE | $13,133 | not reported in the loaded dataset | 2023 |
| Osborn, Carreiro And Associates Inc | NONE | $3,600 | not reported in the loaded dataset | 2023 |
| Robein Urrann Spencer Picard And | NONE | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Heat & Frost Insulators & Allied Workers Local Union 10
- 2023 Form 5500 filing
- Form 5500 filings in AR
- 401(k) and benefit plan filings in Atkins, AR
- Allied Workers Local Union 10 — Schedule C compensation
- Raymond James — Schedule C compensation
- Highland Capital Management, LLC — Schedule C compensation
- Little Shanneyfelt Marshall & Co — Schedule C compensation
- Ellis, Tucker & Aldridge, Llp — Schedule C compensation
- Osborn, Carreiro And Associates Inc — Schedule C compensation
- Robein Urrann Spencer Picard And — Schedule C compensation