# Board Of Trustees Pension Fund Of Heat And Frost Insulators Local 12 DB Plan Source: https://planprovider.pro/companies/board-of-trustees-pension-fund-of-heat-and-frost-insulators-local-12-plan > Board Of Trustees Pension Fund Of Heat And Frost Insulators Local 12's DB plan: 391 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 Pension Fund Of Heat And Frost Insulators Local 12 - **Sponsor EIN:** 516045262 - **Sponsor Address:** 35-53 24TH STREET, LONG ISLAND CITY, NY, 11106 - **Plan Type:** DB - **Total Participants:** 391 - **Total Assets:** $155.4M ## 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:** No ## Plan Financials by Year | Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.| | 2024|391|$155.4M|$4.4M|$0| | 2023|413|$140.8M|$4.2M|$0| | 2022|481|$125.9M|$4.6M|$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| | ZENITH AMERICAN SOLUTIONS|NONE|$169,510|—|$169,510| | COLUMBIA MANAGEMENT INVESTMENT ADVI|NONE|$160,802|—|$160,802| | NUVEEN ASSET MANAGEMENT|NONE|$152,984|—|$152,984| | PROSKAUER ROSE LLP|NONE|$135,962|—|$135,962| | BOYD WATTERSON ASSET MANAGEMENT LLC|NONE|$126,846|—|$126,846| | SEGAL COMPANY (EASTERN STATES)|NONE|$117,390|—|$117,390| | VSS STRUCTURED CAPITAL PARALLEL IV|NONE|$101,987|—|$101,987| | M & T BANK|INVESTMENT CUSTODIAN|$67,426|—|$67,426| | SCHULTHEIS & PANETTIERI, LLP|AUDITOR|$66,650|—|$66,650| | ULLICO INFRASTRUCTURE|NONE|$62,993|—|$62,993| | COLLERAN O'HARA & MILLS LLP|ATTORNEY|$37,712|—|$37,712| | RBC GLOBAL ASSET MANAGEMENT|NONE|$37,292|—|$37,292| | PRUDENTIAL INSURANCE CO.|NONE|$33,782|—|$33,782| | CRESCENT MEZZANINE PARTNERS VIIB LP|NONE|$33,755|—|$33,755| | CRESCENT CAPITAL HIGH INCOME FUND B|NONE|$29,343|—|$29,343| | PRUDENTIAL RETIREMENT & ANNUITY CO.|NONE|$22,505|—|$22,505| | TOCQUEVILLE ASSET MANAGEMENT LP|NONE|$22,094|—|$22,094| | REYNOLDS CONSULTING SERVICES LLC|NONE|$14,141|—|$14,141| | UNION LABOR LIFE INSURANCE COMPANY|NONE|$8,230|—|$8,230| | MADISON INVESTMENT ADVISORS|NONE|$8,017|—|$8,017| ### Verified Provider Profiles Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro: - [PROSKAUER ROSE LLP](https://planprovider.pro/provider/proskauer-rose-llp) — NONE - [M & T BANK](https://planprovider.pro/provider/trustage) — INVESTMENT CUSTODIAN - [SCHULTHEIS & PANETTIERI, LLP](https://planprovider.pro/provider/schultheis-and-panettieri-llp) — AUDITOR - [RBC GLOBAL ASSET MANAGEMENT](https://planprovider.pro/provider/royal-bank-of-canada) — NONE - [PRUDENTIAL INSURANCE CO.](https://planprovider.pro/provider/empower) — NONE - [UNION LABOR LIFE INSURANCE COMPANY](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE - [MADISON INVESTMENT ADVISORS](https://planprovider.pro/provider/madison-investment-advisors-llc) — NONE ## Plan Fees & Expenses Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings. - **Total Service Provider Fees:** $1,409,421 - **Estimated Expense Ratio:** 0.907% 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|$1,637,869|$854,047|$169,510|$62,050|—| | 2023|$1,223,612|$620,434|$110,240|$93,595|—| | 2022|$1,424,653|$917,913|—|—|$241,774| ## Similar Plans - 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