# International Association Of Heat And Frost Insulators And Allied Work Health & Welfare Plan
Source: https://planprovider.pro/companies/international-association-of-heat-and-frost-insulators-and-allied-work-141514924-501

> International Association Of Heat And Frost Insulators And Allied Work's Health & Welfare plan: 114 participants, plan year 2024 financials, providers, and b…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** International Association Of Heat And Frost Insulators And Allied Work

- **Sponsor EIN:** 141514924

- **Sponsor Address:** 302 KNIGHTS RUN AVE SUITE 1100, TAMPA, FL, 33602

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 114

- **Total Assets:** $6.3M

## 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|114|$6.3M|$1.5M|$92,644|

| 2023|146|$5.7M|$1.3M|$86,755|

| 2022|120|$5.1M|$1.4M|$88,952|

## 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|Other Service Provider|$37,778|—|$37,778|

| MARSHALL & STERLING EMPLOYEE BENEFI|Other Service Provider|$25,380|—|$25,380|

| TEAL, BECKER & CHIARAMONTE CPAS|Other Service Provider|$20,125|—|$20,125|

| MERRILL LYNCH PIERCE FENNER & SMITH|Other Service Provider|$19,222|—|$19,222|

| WESTERN ASSET MULTI CORE PLUS|Other Service Provider|$8,350|—|$8,350|

| BARNES, IACCARINO & SHEPHERD LLP|Other Service Provider|$6,000|—|$6,000|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $116,855

- **Estimated Expense Ratio:** 1.849% 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|$127,832|$32,875|$63,158|$20,125|—|

| 2023|$114,686|$28,728|$61,291|$15,000|—|

| 2022|$117,175|$29,023|—|—|$23,377|

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