Local 49 Heat And Frost Insulators Retirement Plan — Form 5500 plan (Board Of Trustees Of Local 49 Heat And Frost Insulators Retirement Pl)
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, Local 49 Heat And Frost Insulators Retirement Plan is a benefit plan reported by Board Of Trustees Of Local 49 Heat And Frost Insulators Retirement Pl under EIN 82-3088747 and plan number 001. The latest loaded filing year is 2023. The filing reports 206 participants and $16,068,523 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Local 49 Heat And Frost Insulators Retirement Pl
- EIN
- 82-3088747
- Plan number
- 001
- Plan type
- 1
- Location
- Duluth, MN
- Latest filing year
- 2023
- Participants
- 206
- End-of-year plan assets
- $16,068,523
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 206 | H, C | 20241004121507NAL0012199569002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,068,523
- Total liabilities (EOY)
- $15,143
- Net assets (EOY)
- $16,053,380
- Net assets (BOY)
- $15,023,852
Income & contributions
- Employer contributions
- $1,150,755
- Participant contributions
- $1,146
- Total contributions
- $1,151,901
- Total income / additions
- $3,496,933
Expenses & distributions
- Benefits paid
- $2,286,948
- Administrative expenses
- $145,880
- Total expenses
- $2,467,405
- Net increase / (decrease)
- $1,029,528
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wilson-Mcshane | NONE | $14,400 | not reported in the loaded dataset | 2023 |
| Kutak Rock Llp | NONE | $11,004 | not reported in the loaded dataset | 2023 |
| Bauman Associtates, Ltd | NONE | $10,960 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Local 49 Heat And Frost Insulators Retirement Pl
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Duluth, MN
- Wilson-Mcshane — Schedule C compensation
- Kutak Rock Llp — Schedule C compensation
- Bauman Associtates, Ltd — Schedule C compensation