Heat And Frost Insulators And Asbestos Workers Health And Welfare Trust Fund — Form 5500 plan (Board Of Trustees, Heat And Frost Insulators And)
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 Asbestos Workers Health And Welfare Trust Fund is a benefit plan reported by Board Of Trustees, Heat And Frost Insulators And under EIN 95-6093752 and plan number 501. The latest loaded filing year is 2023. The filing reports 983 participants and $33,308,756 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Heat And Frost Insulators And
- EIN
- 95-6093752
- Plan number
- 501
- Plan type
- 1
- Location
- West Covina, CA
- Latest filing year
- 2023
- Participants
- 983
- End-of-year plan assets
- $33,308,756
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 983 | H, C | 20241011145514NAL0022103425001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,308,756
- Total liabilities (EOY)
- $6,427,063
- Net assets (EOY)
- $26,881,693
- Net assets (BOY)
- $19,199,577
Income & contributions
- Employer contributions
- $19,555,934
- Participant contributions
- $104,711
- Total contributions
- $19,660,645
- Total income / additions
- $21,760,032
Expenses & distributions
- Benefits paid
- $13,244,049
- Administrative expenses
- $833,867
- Total expenses
- $14,077,916
- Net increase / (decrease)
- $7,682,116
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benesys Administrators | NONE | $406,277 | not reported in the loaded dataset | 2023 |
| Optum Rx | NONE | $110,207 | $908 | 2023 |
| Us Bank | NONE | $82,908 | not reported in the loaded dataset | 2023 |
| Anthem Blue Cross Life And H.I. Co. | NONE | $73,067 | not reported in the loaded dataset | 2023 |
| Rael & Letson | NONE | $58,200 | not reported in the loaded dataset | 2023 |
| Wohlner Kaplon Cutler Halford Et Al | NONE | $34,902 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $26,500 | not reported in the loaded dataset | 2023 |
| Michael Surowitz | NONE | $16,928 | not reported in the loaded dataset | 2023 |
| Vsp | NONE | $15,903 | not reported in the loaded dataset | 2023 |
| First Dental Health | NONE | $12,662 | not reported in the loaded dataset | 2023 |
| Medexpert International, Inc. | NONE | $9,350 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Heat And Frost Insulators And
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in West Covina, CA
- Benesys Administrators — Schedule C compensation
- Optum Rx — Schedule C compensation
- Us Bank — Schedule C compensation
- Anthem Blue Cross Life And H.I. Co. — Schedule C compensation
- Rael & Letson — Schedule C compensation
- Wohlner Kaplon Cutler Halford Et Al — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Michael Surowitz — Schedule C compensation
- Vsp — Schedule C compensation
- First Dental Health — Schedule C compensation
- Medexpert International, Inc. — Schedule C compensation