Heat And Frost Insulators And Allied Workers Local 36 Health Trust — Form 5500 plan (Heat And Frost Insulators & Allied Workers Local 36 Health Trustees)
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 And Frost Insulators And Allied Workers Local 36 Health Trust is a benefit plan reported by Heat And Frost Insulators & Allied Workers Local 36 Health Trustees under EIN 93-6023047 and plan number 501. The latest loaded filing year is 2023. The filing reports 363 participants and $17,134,188 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Heat And Frost Insulators & Allied Workers Local 36 Health Trustees
- EIN
- 93-6023047
- Plan number
- 501
- Plan type
- 1
- Location
- Tualatin, OR
- Latest filing year
- 2023
- Participants
- 363
- End-of-year plan assets
- $17,134,188
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 363 | H, C | 20241015124509NAL0057658386008 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,134,188
- Total liabilities (EOY)
- $2,468,359
- Net assets (EOY)
- $14,665,829
- Net assets (BOY)
- $13,167,420
Income & contributions
- Employer contributions
- $5,825,491
- Participant contributions
- $170,586
- Total contributions
- $5,996,077
- Total income / additions
- $7,037,527
Expenses & distributions
- Benefits paid
- $5,267,576
- Administrative expenses
- $271,542
- Total expenses
- $5,539,118
- Net increase / (decrease)
- $1,498,409
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith American Solutions | THIRD PARTY ADMINISTRATOR | $90,650 | not reported in the loaded dataset | 2023 |
| Quest Investment Management | INVESTMENT MANAGER | $49,549 | $0 | 2023 |
| Propel Insurance | PLAN CONSULTANT | $30,000 | not reported in the loaded dataset | 2023 |
| Mckenzie Rothwell Barlow Coughran | LEGAL COUNSEL | $24,179 | not reported in the loaded dataset | 2023 |
| Moda | CLAIMS PROCESSOR | $20,020 | not reported in the loaded dataset | 2023 |
| Milliman Usa | ACTUARY | $17,000 | not reported in the loaded dataset | 2023 |
| Us Bank Na | INVESTMENT CUSTODIAN | $12,000 | not reported in the loaded dataset | 2023 |
| Bjorklund & Montplaisir | AUDITOR | $11,442 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Heat And Frost Insulators & Allied Workers Local 36 Health Trustees
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Tualatin, OR
- Zenith American Solutions — Schedule C compensation
- Quest Investment Management — Schedule C compensation
- Propel Insurance — Schedule C compensation
- Mckenzie Rothwell Barlow Coughran — Schedule C compensation
- Moda — Schedule C compensation
- Milliman Usa — Schedule C compensation
- Us Bank Na — Schedule C compensation
- Bjorklund & Montplaisir — Schedule C compensation