Heat & Frost & Allied Workers No. 21 Pension Plan — Form 5500 plan (International Assoc. Of Heat & Frost Insulators & Asbestos Workers No.)
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 & Allied Workers No. 21 Pension Plan is a benefit plan reported by International Assoc. Of Heat & Frost Insulators & Asbestos Workers No. under EIN 75-0355302 and plan number 001. The latest loaded filing year is 2023. The filing reports 228 participants and $17,752,743 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- International Assoc. Of Heat & Frost Insulators & Asbestos Workers No.
- EIN
- 75-0355302
- Plan number
- 001
- Plan type
- 1
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 228
- End-of-year plan assets
- $17,752,743
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 228 | H, C | 20241012122452NAL0041478896001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,752,743
- Total liabilities (EOY)
- $2,749
- Net assets (EOY)
- $17,749,994
- Net assets (BOY)
- $15,851,538
Income & contributions
- Employer contributions
- $432,066
- Total contributions
- $432,066
- Total income / additions
- $2,906,217
Expenses & distributions
- Benefits paid
- $848,546
- Administrative expenses
- $159,215
- Total expenses
- $1,007,761
- Net increase / (decrease)
- $1,898,456
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Segal Co | ACTUARY | $55,362 | not reported in the loaded dataset | 2023 |
| Benefit Resources, Inc. | ADMINISTRATOR | $31,400 | not reported in the loaded dataset | 2023 |
| Rtw Financial Advisors | INV ADVISOR | $18,000 | not reported in the loaded dataset | 2023 |
| Edwards And Leathers, P.C. | AUDITOR | $11,500 | not reported in the loaded dataset | 2023 |
| Robien, Urann, Spencer, Picard | ATTORNEY | $11,211 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for International Assoc. Of Heat & Frost Insulators & Asbestos Workers No.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- The Segal Co — Schedule C compensation
- Benefit Resources, Inc. — Schedule C compensation
- Rtw Financial Advisors — Schedule C compensation
- Edwards And Leathers, P.C. — Schedule C compensation
- Robien, Urann, Spencer, Picard — Schedule C compensation