Logo

HEAT AND FROST INSULATORS PENSION PLAN 401k Plan overview

Plan NameHEAT AND FROST INSULATORS PENSION PLAN
Plan identification number 001

HEAT AND FROST INSULATORS PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

HEAT AND FROST INSULATORS has sponsored the creation of one or more 401k plans.

Company Name:HEAT AND FROST INSULATORS
Employer identification number (EIN):386060516
NAIC Classification:238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEAT AND FROST INSULATORS PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01CURT MCGLONE JEFFREY PETHKE2018-09-25
0012016-01-01CURT MCGLONE JEFFERY PETHKE2017-10-04
0012015-01-01CURT MCGLONE JEFFERY PETHKE2016-09-28
0012014-01-01CURT MCGLONE JEFFERY PETHKE2015-09-30
0012013-01-01CURT MCGLONE JEFFERY PETHKE2014-09-22
0012012-01-01CURT MCGLONE JEFFERY PETHKE2013-09-18
0012011-01-01TIM O'CONNELL JEFFERY PETHKE2012-10-10
0012010-01-01THOMAS O'CONNELL JEFFERY PETHKE2012-02-20
0012009-01-01TIMOTHY O'CONNELL-CHAIRMAN JEFFREY PETHKE-SECRETARY2010-10-06

Plan Statistics for HEAT AND FROST INSULATORS PENSION PLAN

401k plan membership statisitcs for HEAT AND FROST INSULATORS PENSION PLAN

Measure Date Value
2023: HEAT AND FROST INSULATORS PENSION PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01652
Total number of active participants reported on line 7a of the Form 55002023-01-01390
Number of retired or separated participants receiving benefits2023-01-01167
Number of other retired or separated participants entitled to future benefits2023-01-0136
Total of all active and inactive participants2023-01-01593
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-0173
Total participants2023-01-01666
Number of employers contributing to the scheme2023-01-0116
2022: HEAT AND FROST INSULATORS PENSION PLAN 2022 401k membership
Current value of assets2022-12-3162,116,214
Acturial value of assets for funding standard account2022-12-3158,711,623
Accrued liability for plan using immediate gains methods2022-12-3174,538,224
Accrued liability under unit credit cost method2022-12-3174,538,224
RPA 94 current liability2022-12-31134,589,850
Expected increase in current liability due to benefits accruing during the plan year2022-12-312,568,665
Expected release from RPA 94 current liability for plan year2022-12-314,644,728
Expected plan disbursements for the plan year2022-12-314,887,549
Current value of assets2022-12-3162,116,214
Number of retired participants and beneficiaries receiving payment2022-12-31245
Current liability for retired participants and beneficiaries receiving payment2022-12-3169,056,830
Number of terminated vested participants2022-12-3148
Current liability for terminated vested participants2022-12-3111,644,953
Current liability for active participants non vested benefits2022-12-314,825,381
Current liability for active participants vested benefits2022-12-3149,062,686
Total number of active articipats2022-12-31265
Current liability for active participants2022-12-3153,888,067
Total participant count with liabilities2022-12-31558
Total current liabilitoes for participants with libailities2022-12-31134,589,850
Total employer contributions in plan year2022-12-317,796,002
Total employee contributions in plan year2022-12-310
Prior year funding deficiency2022-12-310
Employer’s normal cost for plan year as of valuation date2022-12-312,460,387
Prior year credit balance2022-12-317,293,374
Amortization credits as of valuation date2022-12-311,743,801
Total participants, beginning-of-year2022-01-01653
Total number of active participants reported on line 7a of the Form 55002022-01-01381
Number of retired or separated participants receiving benefits2022-01-01170
Number of other retired or separated participants entitled to future benefits2022-01-0133
Total of all active and inactive participants2022-01-01584
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0168
Total participants2022-01-01652
Number of employers contributing to the scheme2022-01-0115
2021: HEAT AND FROST INSULATORS PENSION PLAN 2021 401k membership
Current value of assets2021-12-3151,964,842
Acturial value of assets for funding standard account2021-12-3150,516,737
Accrued liability for plan using immediate gains methods2021-12-3172,601,739
Accrued liability under unit credit cost method2021-12-3172,601,739
RPA 94 current liability2021-12-31130,241,658
Expected increase in current liability due to benefits accruing during the plan year2021-12-311,756,224
Expected release from RPA 94 current liability for plan year2021-12-314,532,768
Expected plan disbursements for the plan year2021-12-314,782,768
Current value of assets2021-12-3151,964,842
Number of retired participants and beneficiaries receiving payment2021-12-31247
Current liability for retired participants and beneficiaries receiving payment2021-12-3165,925,775
Number of terminated vested participants2021-12-3146
Current liability for terminated vested participants2021-12-319,716,670
Current liability for active participants non vested benefits2021-12-314,553,676
Current liability for active participants vested benefits2021-12-3150,045,537
Total number of active articipats2021-12-31178
Current liability for active participants2021-12-3154,599,213
Total participant count with liabilities2021-12-31471
Total current liabilitoes for participants with libailities2021-12-31130,241,658
Total employer contributions in plan year2021-12-318,905,160
Total employee contributions in plan year2021-12-310
Prior year funding deficiency2021-12-310
Employer’s normal cost for plan year as of valuation date2021-12-311,849,377
Prior year credit balance2021-12-313,256,495
Amortization credits as of valuation date2021-12-311,704,397
Total participants, beginning-of-year2021-01-01529
Total number of active participants reported on line 7a of the Form 55002021-01-01376
Number of retired or separated participants receiving benefits2021-01-01169
Number of other retired or separated participants entitled to future benefits2021-01-0134
Total of all active and inactive participants2021-01-01579
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0174
Total participants2021-01-01653
Number of employers contributing to the scheme2021-01-0115
2020: HEAT AND FROST INSULATORS PENSION PLAN 2020 401k membership
Current value of assets2020-12-3146,308,513
Acturial value of assets for funding standard account2020-12-3146,453,818
Accrued liability for plan using immediate gains methods2020-12-3175,272,515
Accrued liability under unit credit cost method2020-12-3170,746,759
RPA 94 current liability2020-12-31112,278,407
Expected increase in current liability due to benefits accruing during the plan year2020-12-313,087,993
Expected release from RPA 94 current liability for plan year2020-12-314,294,847
Expected plan disbursements for the plan year2020-12-314,747,847
Current value of assets2020-12-3146,308,513
Number of retired participants and beneficiaries receiving payment2020-12-31239
Current liability for retired participants and beneficiaries receiving payment2020-12-3156,134,996
Number of terminated vested participants2020-12-3146
Current liability for terminated vested participants2020-12-317,395,572
Current liability for active participants non vested benefits2020-12-315,449,194
Current liability for active participants vested benefits2020-12-3143,298,645
Total number of active articipats2020-12-31195
Current liability for active participants2020-12-3148,747,839
Total participant count with liabilities2020-12-31480
Total current liabilitoes for participants with libailities2020-12-31112,278,407
Total employer contributions in plan year2020-12-315,699,235
Total employee contributions in plan year2020-12-310
Prior year funding deficiency2020-12-310
Employer’s normal cost for plan year as of valuation date2020-12-311,589,752
Prior year credit balance2020-12-312,968,420
Amortization credits as of valuation date2020-12-311,139,359
Total participants, beginning-of-year2020-01-01486
Total number of active participants reported on line 7a of the Form 55002020-01-01252
Number of retired or separated participants receiving benefits2020-01-01156
Number of other retired or separated participants entitled to future benefits2020-01-0131
Total of all active and inactive participants2020-01-01439
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0190
Total participants2020-01-01529
Number of employers contributing to the scheme2020-01-0117
2019: HEAT AND FROST INSULATORS PENSION PLAN 2019 401k membership
Current value of assets2019-12-3140,351,162
Acturial value of assets for funding standard account2019-12-3142,856,542
Accrued liability for plan using immediate gains methods2019-12-3165,951,674
Accrued liability under unit credit cost method2019-12-3161,946,648
RPA 94 current liability2019-12-31110,432,507
Expected increase in current liability due to benefits accruing during the plan year2019-12-312,859,396
Expected release from RPA 94 current liability for plan year2019-12-314,337,163
Expected plan disbursements for the plan year2019-12-314,529,163
Current value of assets2019-12-3140,351,162
Number of retired participants and beneficiaries receiving payment2019-12-31238
Current liability for retired participants and beneficiaries receiving payment2019-12-3156,004,961
Number of terminated vested participants2019-12-3148
Current liability for terminated vested participants2019-12-317,663,738
Current liability for active participants non vested benefits2019-12-314,865,871
Current liability for active participants vested benefits2019-12-3141,897,937
Total number of active articipats2019-12-31188
Current liability for active participants2019-12-3146,763,808
Total participant count with liabilities2019-12-31474
Total current liabilitoes for participants with libailities2019-12-31110,432,507
Total employer contributions in plan year2019-12-315,341,834
Total employee contributions in plan year2019-12-310
Employer’s normal cost for plan year as of valuation date2019-12-311,048,955
Prior year credit balance2019-12-312,026,472
Amortization credits as of valuation date2019-12-311,169,948
Total participants, beginning-of-year2019-01-01465
Total number of active participants reported on line 7a of the Form 55002019-01-01252
Number of retired or separated participants receiving benefits2019-01-01131
Number of other retired or separated participants entitled to future benefits2019-01-0131
Total of all active and inactive participants2019-01-01414
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0172
Total participants2019-01-01486
Number of employers contributing to the scheme2019-01-0116
2018: HEAT AND FROST INSULATORS PENSION PLAN 2018 401k membership
Current value of assets2018-12-3141,936,462
Acturial value of assets for funding standard account2018-12-3139,777,518
Accrued liability for plan using immediate gains methods2018-12-3164,816,775
Accrued liability under unit credit cost method2018-12-3160,840,919
RPA 94 current liability2018-12-31110,764,446
Expected increase in current liability due to benefits accruing during the plan year2018-12-312,812,700
Expected release from RPA 94 current liability for plan year2018-12-314,302,714
Expected plan disbursements for the plan year2018-12-314,545,714
Current value of assets2018-12-3141,936,462
Number of retired participants and beneficiaries receiving payment2018-12-31238
Current liability for retired participants and beneficiaries receiving payment2018-12-3156,868,938
Number of terminated vested participants2018-12-3148
Current liability for terminated vested participants2018-12-318,169,457
Current liability for active participants non vested benefits2018-12-315,115,647
Current liability for active participants vested benefits2018-12-3140,610,404
Total number of active articipats2018-12-31176
Current liability for active participants2018-12-3145,726,051
Total participant count with liabilities2018-12-31462
Total current liabilitoes for participants with libailities2018-12-31110,764,446
Total employer contributions in plan year2018-12-315,051,861
Total employee contributions in plan year2018-12-310
Employer’s normal cost for plan year as of valuation date2018-12-311,058,017
Prior year credit balance2018-12-311,688,634
Amortization credits as of valuation date2018-12-311,169,948
Total participants, beginning-of-year2018-01-01496
Total number of active participants reported on line 7a of the Form 55002018-01-01230
Number of retired or separated participants receiving benefits2018-01-01127
Number of other retired or separated participants entitled to future benefits2018-01-0135
Total of all active and inactive participants2018-01-01392
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0173
Total participants2018-01-01465
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
Number of employers contributing to the scheme2018-01-0122
2017: HEAT AND FROST INSULATORS PENSION PLAN 2017 401k membership
Current value of assets2017-12-3136,498,911
Acturial value of assets for funding standard account2017-12-3135,714,048
Accrued liability for plan using immediate gains methods2017-12-3163,232,477
Accrued liability under unit credit cost method2017-12-3159,063,075
RPA 94 current liability2017-12-31103,052,844
Expected increase in current liability due to benefits accruing during the plan year2017-12-312,716,952
Expected release from RPA 94 current liability for plan year2017-12-314,077,492
Expected plan disbursements for the plan year2017-12-314,332,041
Current value of assets2017-12-3136,498,911
Number of retired participants and beneficiaries receiving payment2017-12-31234
Current liability for retired participants and beneficiaries receiving payment2017-12-3151,075,662
Number of terminated vested participants2017-12-3142
Current liability for terminated vested participants2017-12-316,344,832
Current liability for active participants non vested benefits2017-12-313,854,651
Current liability for active participants vested benefits2017-12-3141,777,699
Total number of active articipats2017-12-31175
Current liability for active participants2017-12-3145,632,350
Total participant count with liabilities2017-12-31451
Total current liabilitoes for participants with libailities2017-12-31103,052,844
Total employer contributions in plan year2017-12-314,974,448
Total employee contributions in plan year2017-12-310
Prior year funding deficiency2017-12-310
Employer’s normal cost for plan year as of valuation date2017-12-311,042,882
Prior year credit balance2017-12-312,269,725
Amortization credits as of valuation date2017-12-311,137,392
Total participants, beginning-of-year2017-01-01484
Total number of active participants reported on line 7a of the Form 55002017-01-01237
Number of retired or separated participants receiving benefits2017-01-01152
Number of other retired or separated participants entitled to future benefits2017-01-0133
Total of all active and inactive participants2017-01-01422
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0174
Total participants2017-01-01496
Number of employers contributing to the scheme2017-01-0123
2016: HEAT AND FROST INSULATORS PENSION PLAN 2016 401k membership
Current value of assets2016-12-3133,495,624
Acturial value of assets for funding standard account2016-12-3133,495,624
Accrued liability for plan using immediate gains methods2016-12-3161,778,196
Accrued liability under unit credit cost method2016-12-3157,756,478
RPA 94 current liability2016-12-3198,994,404
Expected increase in current liability due to benefits accruing during the plan year2016-12-312,629,573
Expected release from RPA 94 current liability for plan year2016-12-314,195,058
Expected plan disbursements for the plan year2016-12-314,421,058
Current value of assets2016-12-3133,495,624
Number of retired participants and beneficiaries receiving payment2016-12-31237
Current liability for retired participants and beneficiaries receiving payment2016-12-3151,707,849
Number of terminated vested participants2016-12-3142
Current liability for terminated vested participants2016-12-315,621,915
Current liability for active participants non vested benefits2016-12-313,846,779
Current liability for active participants vested benefits2016-12-3137,817,861
Total number of active articipats2016-12-31179
Current liability for active participants2016-12-3141,664,640
Total participant count with liabilities2016-12-31458
Total current liabilitoes for participants with libailities2016-12-3198,994,404
Total employer contributions in plan year2016-12-314,016,445
Total employee contributions in plan year2016-12-310
Prior year funding deficiency2016-12-310
Employer’s normal cost for plan year as of valuation date2016-12-311,023,372
Prior year credit balance2016-12-314,292,070
Amortization credits as of valuation date2016-12-311,058,492
Total participants, beginning-of-year2016-01-01598
Total number of active participants reported on line 7a of the Form 55002016-01-01238
Number of retired or separated participants receiving benefits2016-01-01142
Number of other retired or separated participants entitled to future benefits2016-01-0132
Total of all active and inactive participants2016-01-01412
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0172
Total participants2016-01-01484
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
Number of employers contributing to the scheme2016-01-0121
2015: HEAT AND FROST INSULATORS PENSION PLAN 2015 401k membership
Current value of assets2015-12-3135,944,712
Acturial value of assets for funding standard account2015-12-3138,212,314
Accrued liability for plan using immediate gains methods2015-12-3158,407,241
Accrued liability under unit credit cost method2015-12-3154,618,306
RPA 94 current liability2015-12-3194,871,392
Expected increase in current liability due to benefits accruing during the plan year2015-12-312,439,226
Expected release from RPA 94 current liability for plan year2015-12-314,201,585
Expected plan disbursements for the plan year2015-12-314,404,363
Current value of assets2015-12-3135,944,712
Number of retired participants and beneficiaries receiving payment2015-12-31231
Current liability for retired participants and beneficiaries receiving payment2015-12-3151,489,616
Number of terminated vested participants2015-12-3145
Current liability for terminated vested participants2015-12-315,486,230
Current liability for active participants non vested benefits2015-12-314,424,194
Current liability for active participants vested benefits2015-12-3133,471,352
Total number of active articipats2015-12-31177
Current liability for active participants2015-12-3137,895,546
Total participant count with liabilities2015-12-31453
Total current liabilitoes for participants with libailities2015-12-3194,871,392
Total employer contributions in plan year2015-12-313,965,612
Total employee contributions in plan year2015-12-310
Prior year funding deficiency2015-12-310
Employer’s normal cost for plan year as of valuation date2015-12-31903,221
Prior year credit balance2015-12-315,093,461
Amortization credits as of valuation date2015-12-311,085,770
Total participants, beginning-of-year2015-01-01596
Total number of active participants reported on line 7a of the Form 55002015-01-01331
Number of retired or separated participants receiving benefits2015-01-01166
Number of other retired or separated participants entitled to future benefits2015-01-0132
Total of all active and inactive participants2015-01-01529
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0169
Total participants2015-01-01598
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
Number of employers contributing to the scheme2015-01-0124
2014: HEAT AND FROST INSULATORS PENSION PLAN 2014 401k membership
Current value of assets2014-12-3134,591,213
Acturial value of assets for funding standard account2014-12-3137,387,474
Accrued liability for plan using immediate gains methods2014-12-3157,692,447
Accrued liability under unit credit cost method2014-12-3153,280,094
RPA 94 current liability2014-12-3191,258,841
Expected increase in current liability due to benefits accruing during the plan year2014-12-312,478,306
Expected release from RPA 94 current liability for plan year2014-12-314,085,724
Expected plan disbursements for the plan year2014-12-314,318,436
Current value of assets2014-12-3134,591,213
Number of retired participants and beneficiaries receiving payment2014-12-31233
Current liability for retired participants and beneficiaries receiving payment2014-12-3149,507,829
Number of terminated vested participants2014-12-3142
Current liability for terminated vested participants2014-12-315,013,850
Current liability for active participants non vested benefits2014-12-314,128,969
Current liability for active participants vested benefits2014-12-3132,608,193
Total number of active articipats2014-12-31193
Current liability for active participants2014-12-3136,737,162
Total participant count with liabilities2014-12-31468
Total current liabilitoes for participants with libailities2014-12-3191,258,841
Total employer contributions in plan year2014-12-313,532,994
Total employee contributions in plan year2014-12-310
Prior year funding deficiency2014-12-310
Employer’s normal cost for plan year as of valuation date2014-12-31985,220
Prior year credit balance2014-12-315,186,510
Amortization credits as of valuation date2014-12-312,133,511
Total participants, beginning-of-year2014-01-01614
Total number of active participants reported on line 7a of the Form 55002014-01-01330
Number of retired or separated participants receiving benefits2014-01-01162
Number of other retired or separated participants entitled to future benefits2014-01-0135
Total of all active and inactive participants2014-01-01527
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0169
Total participants2014-01-01596
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
Number of employers contributing to the scheme2014-01-0123
2013: HEAT AND FROST INSULATORS PENSION PLAN 2013 401k membership
Current value of assets2013-12-3131,411,626
Acturial value of assets for funding standard account2013-12-3136,597,077
Accrued liability for plan using immediate gains methods2013-12-3156,747,803
Accrued liability under unit credit cost method2013-12-3151,953,235
RPA 94 current liability2013-12-3187,546,403
Expected increase in current liability due to benefits accruing during the plan year2013-12-313,274,260
Expected release from RPA 94 current liability for plan year2013-12-310
Expected plan disbursements for the plan year2013-12-313,979,853
Current value of assets2013-12-3131,411,626
Number of retired participants and beneficiaries receiving payment2013-12-31223
Current liability for retired participants and beneficiaries receiving payment2013-12-3145,476,493
Number of terminated vested participants2013-12-3141
Current liability for terminated vested participants2013-12-314,761,643
Current liability for active participants non vested benefits2013-12-314,372,752
Current liability for active participants vested benefits2013-12-3132,935,515
Total number of active articipats2013-12-31244
Current liability for active participants2013-12-3137,308,267
Total participant count with liabilities2013-12-31508
Total current liabilitoes for participants with libailities2013-12-3187,546,403
Total employer contributions in plan year2013-12-313,240,631
Total employee contributions in plan year2013-12-310
Prior year funding deficiency2013-12-310
Employer’s normal cost for plan year as of valuation date2013-12-311,294,693
Prior year credit balance2013-12-314,761,093
Amortization credits as of valuation date2013-12-312,970,216
Total participants, beginning-of-year2013-01-01634
Total number of active participants reported on line 7a of the Form 55002013-01-01361
Number of retired or separated participants receiving benefits2013-01-01148
Number of other retired or separated participants entitled to future benefits2013-01-0133
Total of all active and inactive participants2013-01-01542
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0172
Total participants2013-01-01614
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
Number of employers contributing to the scheme2013-01-0125
2012: HEAT AND FROST INSULATORS PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01496
Total number of active participants reported on line 7a of the Form 55002012-01-01383
Number of retired or separated participants receiving benefits2012-01-01149
Number of other retired or separated participants entitled to future benefits2012-01-0129
Total of all active and inactive participants2012-01-01561
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0173
Total participants2012-01-01634
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
Number of employers contributing to the scheme2012-01-0123
2011: HEAT AND FROST INSULATORS PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01484
Total number of active participants reported on line 7a of the Form 55002011-01-01253
Number of retired or separated participants receiving benefits2011-01-01144
Number of other retired or separated participants entitled to future benefits2011-01-0127
Total of all active and inactive participants2011-01-01424
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0172
Total participants2011-01-01496
Number of employers contributing to the scheme2011-01-0125
2010: HEAT AND FROST INSULATORS PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01473
Total number of active participants reported on line 7a of the Form 55002010-01-01255
Number of retired or separated participants receiving benefits2010-01-01138
Number of other retired or separated participants entitled to future benefits2010-01-0122
Total of all active and inactive participants2010-01-01415
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0169
Total participants2010-01-01484
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
Number of employers contributing to the scheme2010-01-0132
2009: HEAT AND FROST INSULATORS PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01493
Total number of active participants reported on line 7a of the Form 55002009-01-01244
Number of retired or separated participants receiving benefits2009-01-01139
Number of other retired or separated participants entitled to future benefits2009-01-0122
Total of all active and inactive participants2009-01-01405
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0168
Total participants2009-01-01473
Number of employers contributing to the scheme2009-01-0128

Financial Data on HEAT AND FROST INSULATORS PENSION PLAN

Measure Date Value
2023 : HEAT AND FROST INSULATORS PENSION PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$843,107
Total unrealized appreciation/depreciation of assets2023-12-31$843,107
Total transfer of assets to this plan2023-12-31$0
Total transfer of assets from this plan2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$179,038
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$448,573
Total income from all sources (including contributions)2023-12-31$13,207,014
Total loss/gain on sale of assets2023-12-31$128,378
Total of all expenses incurred2023-12-31$4,961,829
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$4,621,334
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$7,003,019
Value of total assets at end of year2023-12-31$65,835,761
Value of total assets at beginning of year2023-12-31$57,860,111
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$340,495
Total interest from all sources2023-12-31$28,031
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$912,326
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$912,326
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$720,687
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$686,338
Administrative expenses (other) incurred2023-12-31$64,080
Liabilities. Value of operating payables at end of year2023-12-31$179,038
Liabilities. Value of operating payables at beginning of year2023-12-31$448,573
Total non interest bearing cash at end of year2023-12-31$401,689
Total non interest bearing cash at beginning of year2023-12-31$587,257
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$8,245,185
Value of net assets at end of year (total assets less liabilities)2023-12-31$65,656,723
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$57,411,538
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Assets. partnership/joint venture interests at end of year2023-12-31$24,242,645
Assets. partnership/joint venture interests at beginning of year2023-12-31$18,503,327
Investment advisory and management fees2023-12-31$50,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$39,775,762
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$31,517,914
Value of interest in common/collective trusts at beginning of year2023-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$5,875,392
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$5,875,392
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$28,031
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$4,292,153
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31Yes
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$7,003,019
Employer contributions (assets) at end of year2023-12-31$686,413
Employer contributions (assets) at beginning of year2023-12-31$683,385
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$4,621,334
Contract administrator fees2023-12-31$49,313
Assets. Value of buildings and other operty used in plan operation at end of year2023-12-31$8,565
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-12-31$6,498
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Aggregate proceeds on sale of assets2023-12-31$443,878
Aggregate carrying amount (costs) on sale of assets2023-12-31$315,500
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31WRUBEL WESLEY AND COMPANY C.P.A.'S
Accountancy firm EIN2023-12-31382574238
2022 : HEAT AND FROST INSULATORS PENSION PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-975,618
Total unrealized appreciation/depreciation of assets2022-12-31$-975,618
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$448,573
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$264,564
Total income from all sources (including contributions)2022-12-31$459,732
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$5,164,408
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,585,904
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$7,959,220
Value of total assets at end of year2022-12-31$57,860,111
Value of total assets at beginning of year2022-12-31$62,380,778
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$578,504
Total interest from all sources2022-12-31$50,012
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$854,987
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$854,987
Administrative expenses professional fees incurred2022-12-31$218,957
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$686,338
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$2,003
Administrative expenses (other) incurred2022-12-31$229,346
Liabilities. Value of operating payables at end of year2022-12-31$448,573
Liabilities. Value of operating payables at beginning of year2022-12-31$264,564
Total non interest bearing cash at end of year2022-12-31$587,257
Total non interest bearing cash at beginning of year2022-12-31$1,381,201
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,704,676
Value of net assets at end of year (total assets less liabilities)2022-12-31$57,411,538
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$62,116,214
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$18,503,327
Assets. partnership/joint venture interests at beginning of year2022-12-31$11,569,502
Investment advisory and management fees2022-12-31$84,013
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$31,517,914
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$47,136,186
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$1,205,235
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$5,875,392
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$50,012
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-7,428,869
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$7,959,220
Employer contributions (assets) at end of year2022-12-31$683,385
Employer contributions (assets) at beginning of year2022-12-31$1,080,436
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,585,904
Contract administrator fees2022-12-31$46,188
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$6,498
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$6,215
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WRUBEL WESLEY & CO CPAS
Accountancy firm EIN2022-12-31382574238
2021 : HEAT AND FROST INSULATORS PENSION PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$1,258,877
Total unrealized appreciation/depreciation of assets2021-12-31$1,258,877
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$264,564
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$42,003
Total income from all sources (including contributions)2021-12-31$15,040,673
Total loss/gain on sale of assets2021-12-31$78,141
Total of all expenses incurred2021-12-31$4,889,301
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,481,967
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$8,905,160
Value of total assets at end of year2021-12-31$62,380,778
Value of total assets at beginning of year2021-12-31$52,006,845
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$407,334
Total interest from all sources2021-12-31$250
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$615,909
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$214,985
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$2,003
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$111,589
Other income not declared elsewhere2021-12-31$326
Administrative expenses (other) incurred2021-12-31$56,870
Liabilities. Value of operating payables at end of year2021-12-31$264,564
Liabilities. Value of operating payables at beginning of year2021-12-31$42,003
Total non interest bearing cash at end of year2021-12-31$1,381,201
Total non interest bearing cash at beginning of year2021-12-31$1,129,292
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$10,151,372
Value of net assets at end of year (total assets less liabilities)2021-12-31$62,116,214
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$51,964,842
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$11,569,502
Assets. partnership/joint venture interests at beginning of year2021-12-31$12,349,082
Investment advisory and management fees2021-12-31$75,749
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$47,136,186
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$27,019,212
Value of interest in common/collective trusts at end of year2021-12-31$1,205,235
Value of interest in common/collective trusts at beginning of year2021-12-31$10,458,430
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$250
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,774,645
Net investment gain or loss from common/collective trusts2021-12-31$2,407,365
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$8,905,160
Employer contributions (assets) at end of year2021-12-31$1,080,436
Employer contributions (assets) at beginning of year2021-12-31$937,684
Income. Dividends from preferred stock2021-12-31$23,309
Income. Dividends from common stock2021-12-31$592,600
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,481,967
Contract administrator fees2021-12-31$59,730
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$6,215
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$1,556
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$1,259,525
Aggregate carrying amount (costs) on sale of assets2021-12-31$1,181,384
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WRUBEL WESLEY AND COMPANY C.P.A.'S
Accountancy firm EIN2021-12-31382574238
2020 : HEAT AND FROST INSULATORS PENSION PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$1,510,199
Total unrealized appreciation/depreciation of assets2020-12-31$1,510,199
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$42,003
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$289,700
Total income from all sources (including contributions)2020-12-31$10,522,187
Total loss/gain on sale of assets2020-12-31$2,278
Total of all expenses incurred2020-12-31$4,865,858
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,281,233
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,699,235
Value of total assets at end of year2020-12-31$52,006,845
Value of total assets at beginning of year2020-12-31$46,598,213
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$584,625
Total interest from all sources2020-12-31$9,706
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,045,627
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,045,627
Administrative expenses professional fees incurred2020-12-31$411,400
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$111,589
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$13,892
Administrative expenses (other) incurred2020-12-31$64,518
Liabilities. Value of operating payables at end of year2020-12-31$42,003
Liabilities. Value of operating payables at beginning of year2020-12-31$289,700
Total non interest bearing cash at end of year2020-12-31$1,129,292
Total non interest bearing cash at beginning of year2020-12-31$1,503,868
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$5,656,329
Value of net assets at end of year (total assets less liabilities)2020-12-31$51,964,842
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$46,308,513
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$12,349,082
Assets. partnership/joint venture interests at beginning of year2020-12-31$10,930,995
Investment advisory and management fees2020-12-31$62,519
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$27,019,212
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$26,377,762
Interest earned on other investments2020-12-31$794
Value of interest in common/collective trusts at end of year2020-12-31$10,458,430
Value of interest in common/collective trusts at beginning of year2020-12-31$7,239,170
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$8,912
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$890,343
Net investment gain or loss from common/collective trusts2020-12-31$1,364,799
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$5,699,235
Employer contributions (assets) at end of year2020-12-31$937,684
Employer contributions (assets) at beginning of year2020-12-31$529,941
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,281,233
Contract administrator fees2020-12-31$46,188
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$1,556
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$2,585
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$2,278
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31WRUBEL, WESLEY & CO CPAS
Accountancy firm EIN2020-12-31382574238
2019 : HEAT AND FROST INSULATORS PENSION PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$-45,573
Total unrealized appreciation/depreciation of assets2019-12-31$-45,573
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$289,700
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$70,097
Total income from all sources (including contributions)2019-12-31$10,658,907
Total loss/gain on sale of assets2019-12-31$481,553
Total of all expenses incurred2019-12-31$4,701,556
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,199,407
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,341,993
Value of total assets at end of year2019-12-31$46,598,213
Value of total assets at beginning of year2019-12-31$40,421,259
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$502,149
Total interest from all sources2019-12-31$19,404
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,206,794
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,206,794
Administrative expenses professional fees incurred2019-12-31$328,593
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$13,892
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$12,841
Other income not declared elsewhere2019-12-31$559
Administrative expenses (other) incurred2019-12-31$64,832
Liabilities. Value of operating payables at end of year2019-12-31$289,700
Liabilities. Value of operating payables at beginning of year2019-12-31$70,097
Total non interest bearing cash at end of year2019-12-31$1,503,868
Total non interest bearing cash at beginning of year2019-12-31$744,157
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$5,957,351
Value of net assets at end of year (total assets less liabilities)2019-12-31$46,308,513
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$40,351,162
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$10,930,995
Assets. partnership/joint venture interests at beginning of year2019-12-31$11,106,634
Investment advisory and management fees2019-12-31$61,916
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$26,377,762
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$19,737,793
Value of interest in common/collective trusts at end of year2019-12-31$7,239,170
Value of interest in common/collective trusts at beginning of year2019-12-31$8,391,139
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$19,404
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,486,800
Net investment gain or loss from common/collective trusts2019-12-31$2,167,377
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$5,341,993
Employer contributions (assets) at end of year2019-12-31$529,941
Employer contributions (assets) at beginning of year2019-12-31$426,687
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,199,407
Contract administrator fees2019-12-31$46,808
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$2,585
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$2,008
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$6,848,154
Aggregate carrying amount (costs) on sale of assets2019-12-31$6,366,601
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31WRUBEL, WESLEY & CO CPAS
Accountancy firm EIN2019-12-31382574238
2018 : HEAT AND FROST INSULATORS PENSION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total transfer of assets from this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$70,097
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$174,019
Total income from all sources (including contributions)2018-12-31$2,831,679
Total loss/gain on sale of assets2018-12-31$-85,657
Total of all expenses incurred2018-12-31$4,416,979
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,161,211
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,051,861
Value of total assets at end of year2018-12-31$40,421,259
Value of total assets at beginning of year2018-12-31$42,110,481
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$255,768
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$90,059
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$12,841
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$26,547
Administrative expenses (other) incurred2018-12-31$50,142
Liabilities. Value of operating payables at end of year2018-12-31$70,097
Liabilities. Value of operating payables at beginning of year2018-12-31$174,019
Total non interest bearing cash at end of year2018-12-31$744,157
Total non interest bearing cash at beginning of year2018-12-31$1,103,439
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,585,300
Value of net assets at end of year (total assets less liabilities)2018-12-31$40,351,162
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$41,936,462
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$11,136,229
Assets. partnership/joint venture interests at beginning of year2018-12-31$8,338,037
Investment advisory and management fees2018-12-31$69,030
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$18,897,926
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$20,375,607
Value of interest in common/collective trusts at end of year2018-12-31$9,201,411
Value of interest in common/collective trusts at beginning of year2018-12-31$11,806,047
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,891,615
Net investment gain or loss from common/collective trusts2018-12-31$-242,910
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$5,051,861
Employer contributions (assets) at end of year2018-12-31$426,687
Employer contributions (assets) at beginning of year2018-12-31$458,536
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,161,211
Contract administrator fees2018-12-31$46,537
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$2,008
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$2,268
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$1,621,719
Aggregate carrying amount (costs) on sale of assets2018-12-31$1,707,376
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31WRUBEL, WESLEY & CO CPAS
Accountancy firm EIN2018-12-31382574238
2017 : HEAT AND FROST INSULATORS PENSION PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$1,085,583
Total unrealized appreciation/depreciation of assets2017-12-31$1,085,583
Total transfer of assets to this plan2017-12-31$0
Total transfer of assets from this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$174,019
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$41,633
Total income from all sources (including contributions)2017-12-31$9,704,628
Total loss/gain on sale of assets2017-12-31$26
Total of all expenses incurred2017-12-31$4,267,077
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,960,158
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,974,448
Value of total assets at end of year2017-12-31$42,110,481
Value of total assets at beginning of year2017-12-31$36,540,544
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$306,919
Total interest from all sources2017-12-31$700
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$425,275
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$425,275
Administrative expenses professional fees incurred2017-12-31$129,074
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$26,547
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$41,801
Other income not declared elsewhere2017-12-31$2,237
Administrative expenses (other) incurred2017-12-31$60,680
Liabilities. Value of operating payables at end of year2017-12-31$174,019
Liabilities. Value of operating payables at beginning of year2017-12-31$41,633
Total non interest bearing cash at end of year2017-12-31$1,103,439
Total non interest bearing cash at beginning of year2017-12-31$301,972
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$5,437,551
Value of net assets at end of year (total assets less liabilities)2017-12-31$41,936,462
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$36,498,911
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. partnership/joint venture interests at end of year2017-12-31$8,338,037
Assets. partnership/joint venture interests at beginning of year2017-12-31$6,708,595
Investment advisory and management fees2017-12-31$70,977
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$20,375,607
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$18,239,324
Value of interest in common/collective trusts at end of year2017-12-31$11,806,047
Value of interest in common/collective trusts at beginning of year2017-12-31$10,818,218
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$4,344
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$4,344
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$700
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,662,501
Net investment gain or loss from common/collective trusts2017-12-31$1,553,858
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$4,974,448
Employer contributions (assets) at end of year2017-12-31$458,536
Employer contributions (assets) at beginning of year2017-12-31$424,339
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,960,158
Contract administrator fees2017-12-31$46,188
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$2,268
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$1,951
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$308,612
Aggregate carrying amount (costs) on sale of assets2017-12-31$308,586
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31WRUBEL WESLEY AND COMPANY C.P.A.'S
Accountancy firm EIN2017-12-31382574238
2016 : HEAT AND FROST INSULATORS PENSION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$803,460
Total unrealized appreciation/depreciation of assets2016-12-31$803,460
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$41,633
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$134,798
Total income from all sources (including contributions)2016-12-31$7,366,482
Total loss/gain on sale of assets2016-12-31$860
Total of all expenses incurred2016-12-31$4,363,195
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,046,508
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,016,445
Value of total assets at end of year2016-12-31$36,540,544
Value of total assets at beginning of year2016-12-31$33,630,422
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$316,687
Total interest from all sources2016-12-31$62
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$497,154
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$497,154
Administrative expenses professional fees incurred2016-12-31$159,600
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$8,385,784
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$41,801
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$13,548
Administrative expenses (other) incurred2016-12-31$49,489
Liabilities. Value of operating payables at end of year2016-12-31$41,633
Liabilities. Value of operating payables at beginning of year2016-12-31$134,798
Total non interest bearing cash at end of year2016-12-31$301,972
Total non interest bearing cash at beginning of year2016-12-31$607,363
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$3,003,287
Value of net assets at end of year (total assets less liabilities)2016-12-31$36,498,911
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$33,495,624
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Assets. partnership/joint venture interests at end of year2016-12-31$6,708,595
Assets. partnership/joint venture interests at beginning of year2016-12-31$0
Investment advisory and management fees2016-12-31$61,162
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$18,239,324
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$13,068,975
Value of interest in common/collective trusts at end of year2016-12-31$10,818,218
Value of interest in common/collective trusts at beginning of year2016-12-31$11,123,442
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$4,344
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$3,126
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$3,126
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$62
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$837,526
Net investment gain or loss from common/collective trusts2016-12-31$1,210,975
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$4,016,445
Employer contributions (assets) at end of year2016-12-31$424,339
Employer contributions (assets) at beginning of year2016-12-31$426,940
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,046,508
Contract administrator fees2016-12-31$46,436
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$1,951
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$1,244
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$10,000
Aggregate carrying amount (costs) on sale of assets2016-12-31$9,140
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31WRUBEL WESLEY & CO CPA'S
Accountancy firm EIN2016-12-31382574238
2015 : HEAT AND FROST INSULATORS PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$-640,555
Total unrealized appreciation/depreciation of assets2015-12-31$-640,555
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$134,798
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$53,718
Total income from all sources (including contributions)2015-12-31$2,013,105
Total loss/gain on sale of assets2015-12-31$100
Total of all expenses incurred2015-12-31$4,462,193
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,161,920
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,967,471
Value of total assets at end of year2015-12-31$33,630,422
Value of total assets at beginning of year2015-12-31$35,998,430
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$300,273
Total interest from all sources2015-12-31$8
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$330,820
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$330,820
Administrative expenses professional fees incurred2015-12-31$130,168
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Assets. Other investments not covered elsewhere at end of year2015-12-31$8,385,784
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$8,474,506
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$13,548
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$31,783
Other income not declared elsewhere2015-12-31$3,721
Administrative expenses (other) incurred2015-12-31$43,472
Liabilities. Value of operating payables at end of year2015-12-31$134,798
Liabilities. Value of operating payables at beginning of year2015-12-31$53,718
Total non interest bearing cash at end of year2015-12-31$607,363
Total non interest bearing cash at beginning of year2015-12-31$519,871
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-2,449,088
Value of net assets at end of year (total assets less liabilities)2015-12-31$33,495,624
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$35,944,712
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$81,103
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$13,068,975
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$15,068,082
Value of interest in common/collective trusts at end of year2015-12-31$11,123,442
Value of interest in common/collective trusts at beginning of year2015-12-31$11,567,831
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$3,126
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$8
Asset value of US Government securities at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,711,147
Net investment gain or loss from common/collective trusts2015-12-31$62,687
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$3,967,471
Employer contributions (assets) at end of year2015-12-31$426,940
Employer contributions (assets) at beginning of year2015-12-31$334,580
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,161,920
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$0
Contract administrator fees2015-12-31$45,530
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$1,244
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$1,777
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$312,980
Aggregate carrying amount (costs) on sale of assets2015-12-31$312,880
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31WRUBEL WESLEY AND COMPANY C.P.A.'S
Accountancy firm EIN2015-12-31382574238
2014 : HEAT AND FROST INSULATORS PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-1,167,623
Total unrealized appreciation/depreciation of assets2014-12-31$-1,167,623
Total transfer of assets to this plan2014-12-31$0
Total transfer of assets from this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$53,718
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$105,073
Total income from all sources (including contributions)2014-12-31$5,602,253
Total loss/gain on sale of assets2014-12-31$1,460,192
Total of all expenses incurred2014-12-31$4,248,754
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,947,449
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,532,994
Value of total assets at end of year2014-12-31$35,998,430
Value of total assets at beginning of year2014-12-31$34,696,286
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$301,305
Total interest from all sources2014-12-31$37,567
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$422,735
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$264,877
Administrative expenses professional fees incurred2014-12-31$117,456
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Assets. Other investments not covered elsewhere at end of year2014-12-31$8,474,506
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$9,114,065
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$31,783
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$60,826
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$2,883
Administrative expenses (other) incurred2014-12-31$42,340
Liabilities. Value of operating payables at end of year2014-12-31$53,718
Liabilities. Value of operating payables at beginning of year2014-12-31$105,073
Total non interest bearing cash at end of year2014-12-31$519,871
Total non interest bearing cash at beginning of year2014-12-31$506,782
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,353,499
Value of net assets at end of year (total assets less liabilities)2014-12-31$35,944,712
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$34,591,213
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$97,093
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$15,068,082
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$9,138,319
Interest earned on other investments2014-12-31$1,133
Income. Interest from US Government securities2014-12-31$9,343
Income. Interest from corporate debt instruments2014-12-31$27,048
Value of interest in common/collective trusts at end of year2014-12-31$11,567,831
Value of interest in common/collective trusts at beginning of year2014-12-31$10,876,980
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$43
Asset value of US Government securities at end of year2014-12-31$0
Asset value of US Government securities at beginning of year2014-12-31$1,513,345
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-233,521
Net investment gain or loss from common/collective trusts2014-12-31$1,547,026
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$3,532,994
Employer contributions (assets) at end of year2014-12-31$334,580
Employer contributions (assets) at beginning of year2014-12-31$285,336
Income. Dividends from common stock2014-12-31$157,858
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,947,449
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$3,198,935
Contract administrator fees2014-12-31$44,416
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$1,777
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$1,698
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$7,803,696
Aggregate carrying amount (costs) on sale of assets2014-12-31$6,343,504
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31WRUBEL WESLEY AND COMPANY C.P.A.'S
Accountancy firm EIN2014-12-31382574238
2013 : HEAT AND FROST INSULATORS PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-65,104
Total unrealized appreciation/depreciation of assets2013-12-31$-65,104
Total transfer of assets to this plan2013-12-31$0
Total transfer of assets from this plan2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$105,073
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$112,896
Total income from all sources (including contributions)2013-12-31$7,319,420
Total loss/gain on sale of assets2013-12-31$-215,811
Total of all expenses incurred2013-12-31$4,139,833
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,788,074
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,240,631
Value of total assets at end of year2013-12-31$34,696,286
Value of total assets at beginning of year2013-12-31$31,524,522
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$351,759
Total interest from all sources2013-12-31$315,719
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$226,466
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$225,940
Administrative expenses professional fees incurred2013-12-31$132,639
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Assets. Other investments not covered elsewhere at end of year2013-12-31$9,114,065
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$5,931,109
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$60,826
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$273,440
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$5,862
Other income not declared elsewhere2013-12-31$30,569
Administrative expenses (other) incurred2013-12-31$57,862
Liabilities. Value of operating payables at end of year2013-12-31$105,073
Liabilities. Value of operating payables at beginning of year2013-12-31$107,034
Total non interest bearing cash at end of year2013-12-31$506,782
Total non interest bearing cash at beginning of year2013-12-31$1,023,474
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,179,587
Value of net assets at end of year (total assets less liabilities)2013-12-31$34,591,213
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$31,411,626
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$117,925
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$9,138,319
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$7,259,317
Interest earned on other investments2013-12-31$10,544
Income. Interest from US Government securities2013-12-31$103,068
Income. Interest from corporate debt instruments2013-12-31$202,107
Value of interest in common/collective trusts at end of year2013-12-31$10,876,980
Value of interest in common/collective trusts at beginning of year2013-12-31$7,377,806
Asset value of US Government securities at end of year2013-12-31$1,513,345
Asset value of US Government securities at beginning of year2013-12-31$3,735,819
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,049,446
Net investment gain or loss from common/collective trusts2013-12-31$2,737,504
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$3,240,631
Employer contributions (assets) at end of year2013-12-31$285,336
Employer contributions (assets) at beginning of year2013-12-31$295,439
Income. Dividends from common stock2013-12-31$526
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,788,074
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$3,198,935
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$4,397,442
Contract administrator fees2013-12-31$43,333
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$1,228,629
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$1,698
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$2,047
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$17,263,244
Aggregate carrying amount (costs) on sale of assets2013-12-31$17,479,055
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31WRUBEL WESLEY AND COMPANY C.P.A.'S
Accountancy firm EIN2013-12-31382574238
2012 : HEAT AND FROST INSULATORS PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$125,879
Total unrealized appreciation/depreciation of assets2012-12-31$125,879
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$112,896
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$234,140
Total income from all sources (including contributions)2012-12-31$7,714,076
Total loss/gain on sale of assets2012-12-31$677,491
Total of all expenses incurred2012-12-31$3,806,817
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,546,696
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,538,362
Value of total assets at end of year2012-12-31$31,524,522
Value of total assets at beginning of year2012-12-31$27,738,507
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$260,121
Total interest from all sources2012-12-31$382,742
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$273,607
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$220,437
Administrative expenses professional fees incurred2012-12-31$88,683
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Assets. Other investments not covered elsewhere at end of year2012-12-31$5,931,109
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$3,029,130
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$273,440
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$237,303
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$5,862
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$143,380
Other income not declared elsewhere2012-12-31$9,842
Administrative expenses (other) incurred2012-12-31$47,221
Liabilities. Value of operating payables at end of year2012-12-31$107,034
Liabilities. Value of operating payables at beginning of year2012-12-31$90,760
Total non interest bearing cash at end of year2012-12-31$1,023,474
Total non interest bearing cash at beginning of year2012-12-31$651,509
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$3,907,259
Value of net assets at end of year (total assets less liabilities)2012-12-31$31,411,626
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$27,504,367
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$81,938
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$7,259,317
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,171,544
Interest earned on other investments2012-12-31$16,902
Income. Interest from US Government securities2012-12-31$126,816
Income. Interest from corporate debt instruments2012-12-31$238,675
Value of interest in common/collective trusts at end of year2012-12-31$7,377,806
Value of interest in common/collective trusts at beginning of year2012-12-31$7,507,029
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$349
Asset value of US Government securities at end of year2012-12-31$3,735,819
Asset value of US Government securities at beginning of year2012-12-31$2,716,785
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$557,214
Net investment gain or loss from common/collective trusts2012-12-31$1,148,939
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$4,538,362
Employer contributions (assets) at end of year2012-12-31$295,439
Employer contributions (assets) at beginning of year2012-12-31$268,127
Income. Dividends from common stock2012-12-31$53,170
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,546,696
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$4,397,442
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$5,211,098
Contract administrator fees2012-12-31$42,279
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$1,228,629
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$3,943,952
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$2,047
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$2,030
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$19,225,491
Aggregate carrying amount (costs) on sale of assets2012-12-31$18,548,000
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31WRUBEL, WESLEY AND COMPANY C.P.A,'S
Accountancy firm EIN2012-12-31382574238
2011 : HEAT AND FROST INSULATORS PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$-317,225
Total unrealized appreciation/depreciation of assets2011-12-31$-317,225
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$234,140
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$437,116
Total income from all sources (including contributions)2011-12-31$2,326,402
Total loss/gain on sale of assets2011-12-31$-322,538
Total of all expenses incurred2011-12-31$3,869,754
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,571,925
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,558,735
Value of total assets at end of year2011-12-31$27,738,507
Value of total assets at beginning of year2011-12-31$29,484,835
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$297,829
Total interest from all sources2011-12-31$470,759
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$125,274
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$110,768
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Assets. Other investments not covered elsewhere at end of year2011-12-31$3,029,130
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$3,751,865
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$237,303
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$115,024
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$143,380
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$406,020
Other income not declared elsewhere2011-12-31$1,434
Administrative expenses (other) incurred2011-12-31$34,462
Liabilities. Value of operating payables at end of year2011-12-31$90,760
Liabilities. Value of operating payables at beginning of year2011-12-31$31,096
Total non interest bearing cash at end of year2011-12-31$651,509
Total non interest bearing cash at beginning of year2011-12-31$441,984
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,543,352
Value of net assets at end of year (total assets less liabilities)2011-12-31$27,504,367
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$29,047,719
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$111,350
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,171,544
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,193,803
Income. Interest from US Government securities2011-12-31$161,084
Income. Interest from corporate debt instruments2011-12-31$308,977
Value of interest in common/collective trusts at end of year2011-12-31$7,507,029
Value of interest in common/collective trusts at beginning of year2011-12-31$7,895,412
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$698
Asset value of US Government securities at end of year2011-12-31$2,716,785
Asset value of US Government securities at beginning of year2011-12-31$2,468,906
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-132,778
Net investment gain or loss from common/collective trusts2011-12-31$-57,259
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,558,735
Employer contributions (assets) at end of year2011-12-31$268,127
Employer contributions (assets) at beginning of year2011-12-31$295,821
Income. Dividends from common stock2011-12-31$125,274
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,571,925
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$5,211,098
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$6,144,571
Contract administrator fees2011-12-31$41,249
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$3,943,952
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$5,175,754
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$2,030
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$1,695
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$12,685,039
Aggregate carrying amount (costs) on sale of assets2011-12-31$13,007,577
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31WRUBEL, WESLEY & COMPANY C.P.A.'S
Accountancy firm EIN2011-12-31382574238
2010 : HEAT AND FROST INSULATORS PENSION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$950,431
Total unrealized appreciation/depreciation of assets2010-12-31$950,431
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$437,116
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$640,230
Total income from all sources (including contributions)2010-12-31$5,248,653
Total loss/gain on sale of assets2010-12-31$260,875
Total of all expenses incurred2010-12-31$3,599,019
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,302,389
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,226,881
Value of total assets at end of year2010-12-31$29,484,835
Value of total assets at beginning of year2010-12-31$28,038,315
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$296,630
Total interest from all sources2010-12-31$487,610
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$99,456
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$43,660
Administrative expenses professional fees incurred2010-12-31$89,562
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Assets. Other investments not covered elsewhere at end of year2010-12-31$3,751,865
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$3,906,725
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$115,024
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$142,445
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$406,020
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$539,362
Other income not declared elsewhere2010-12-31$16,178
Administrative expenses (other) incurred2010-12-31$35,707
Liabilities. Value of operating payables at end of year2010-12-31$31,096
Liabilities. Value of operating payables at beginning of year2010-12-31$100,868
Total non interest bearing cash at end of year2010-12-31$441,984
Total non interest bearing cash at beginning of year2010-12-31$295,401
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,649,634
Value of net assets at end of year (total assets less liabilities)2010-12-31$29,047,719
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$27,398,085
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$130,537
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,193,803
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,809,260
Interest earned on other investments2010-12-31$31,082
Income. Interest from US Government securities2010-12-31$117,826
Income. Interest from corporate debt instruments2010-12-31$338,679
Value of interest in common/collective trusts at end of year2010-12-31$7,895,412
Value of interest in common/collective trusts at beginning of year2010-12-31$6,687,996
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$23
Asset value of US Government securities at end of year2010-12-31$2,468,906
Asset value of US Government securities at beginning of year2010-12-31$4,660,019
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$340,883
Net investment gain or loss from common/collective trusts2010-12-31$866,339
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$2,226,881
Employer contributions (assets) at end of year2010-12-31$295,821
Employer contributions (assets) at beginning of year2010-12-31$223,920
Income. Dividends from common stock2010-12-31$55,796
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,302,389
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$6,144,571
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$3,773,754
Contract administrator fees2010-12-31$40,824
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$5,175,754
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$5,534,973
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$1,695
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$3,822
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$22,777,634
Aggregate carrying amount (costs) on sale of assets2010-12-31$22,516,759
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31WRUBEL, WESLEY & COMPANY C.P.A.'S
Accountancy firm EIN2010-12-31382574238
2009 : HEAT AND FROST INSULATORS PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for HEAT AND FROST INSULATORS PENSION PLAN

2023: HEAT AND FROST INSULATORS PENSION PLAN 2023 form 5500 responses
2023-01-01Type of plan entityMulti-employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: HEAT AND FROST INSULATORS PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HEAT AND FROST INSULATORS PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HEAT AND FROST INSULATORS PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HEAT AND FROST INSULATORS PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HEAT AND FROST INSULATORS PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HEAT AND FROST INSULATORS PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HEAT AND FROST INSULATORS PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HEAT AND FROST INSULATORS PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HEAT AND FROST INSULATORS PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HEAT AND FROST INSULATORS PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HEAT AND FROST INSULATORS PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HEAT AND FROST INSULATORS PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: HEAT AND FROST INSULATORS PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: HEAT AND FROST INSULATORS PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1