# Board Of Trustees Annuity Fund Of Heat And Frost Insulators Local 12 DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-annuity-fund-of-heat-and-frost-insulators-local-12-plan

> Board Of Trustees Annuity Fund Of Heat And Frost Insulators Local 12's DC plan: 461 participants, plan year 2024 financials, providers, and benchmarks from F…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Annuity Fund Of Heat And Frost Insulators Local 12

- **Sponsor EIN:** 136101711

- **Sponsor Address:** 35-53 24TH STREET, LONG ISLAND CITY, NY, 11106

- **Plan Type:** DC

- **Total Participants:** 461

- **Total Assets:** $200.6M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|461|$200.6M|$6.5M|$0|

| 2023|490|$188.1M|$6.2M|$0|

| 2022|538|$175.7M|$6.8M|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| MACKAY SHIELDS LLC|NONE|$133,879|—|$133,879|

| PROSKAUER ROSE LLP|NONE|$57,854|—|$57,854|

| SCHULTHEIS & PANETTIERI, LLP|AUDITOR|$56,000|—|$56,000|

| JOHN HANCOCK RETIREMENT PLAN SRVCS|NONE|$48,864|—|$48,864|

| COLLERAN O'HARA & MILLS LLP|ATTORNEY|$48,239|—|$48,239|

| REYNOLDS CONSULTING SERVICES LLC|NONE|$33,137|—|$33,137|

| M&T BANK|NONE|$30,627|—|$30,627|

| ZENITH AMERICAN SOLUTIONS|NONE|$10,620|—|$10,620|

| MATRIX TRUST COMPANY|NONE|$8,000|—|$8,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MACKAY SHIELDS LLC](https://planprovider.pro/provider/john-hancock) — NONE

- [PROSKAUER ROSE LLP](https://planprovider.pro/provider/proskauer-rose-llp) — NONE

- [SCHULTHEIS & PANETTIERI, LLP](https://planprovider.pro/provider/schultheis-and-panettieri-llp) — AUDITOR

- [JOHN HANCOCK RETIREMENT PLAN SRVCS](https://planprovider.pro/provider/john-hancock) — NONE

- [M&T BANK](https://planprovider.pro/provider/trustage) — NONE

- [MATRIX TRUST COMPANY](https://planprovider.pro/provider/aspire-financial-services) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $427,220

- **Estimated Expense Ratio:** 0.213% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$621,093|$33,137|$10,620|$56,000|—|

| 2023|$660,045|$33,137|$6,880|$55,000|—|

| 2022|$666,101|$272,177|—|—|$146,699|

## Similar Plans

- [Dave Vanauken, Plan Administrator Local No. 112 Annuity Fund](https://planprovider.pro/companies/dave-vanauken-plan-administrator-local-no-112-annuity-fund-plan) — 482 participants

- [Isaac Heating & Air Conditioning](https://planprovider.pro/companies/isaac-heating-air-conditioning-401k-plan) — 512 participants

- [Board Of Trustees Pension Fund Of Heat And Frost Insulators Local 12](https://planprovider.pro/companies/board-of-trustees-pension-fund-of-heat-and-frost-insulators-local-12-plan) — 391 participants

- [Board Of Trustees Of Plumbers & Steamfitters Local 373 U.A. Annuity Fu](https://planprovider.pro/companies/board-of-trustees-of-plumbers-steamfitters-local-373-u-a-annuity-fu-plan) — 581 participants

- [United Associated Pension Fund Local 13](https://planprovider.pro/companies/united-associated-pension-fund-local-13-plan) — 582 participants

- [Board Of Trustees, Iuoe Local 295-295b,C Pension Fund](https://planprovider.pro/companies/board-of-trustees-iuoe-local-295-295b-c-pension-fund-plan) — 339 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-annuity-fund-of-heat-and-frost-insulators-local-12-plan)

© 2026 PlanProvider.Pro