Intl Assoc of Heat and Frost Ins. & Asb. Wkrs 75 retirement plan: assets, participants and fees
What Intl Assoc of Heat and Frost Ins. & Asb. Wkrs 75's retirement plan plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Benefit Plan Administration Service | 2023 Schedule C ↗ |
| Independent auditor | L.M. Henderson & Company, LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
The recordkeeper is from the plan year 2023 filing, the latest that names one. The other rows are from the plan year 2024 filing.
How the plan compares
Plan year 2024 medians for 2,561 defined-contribution plans in other services with 100 to 499 participants.
| Intl Assoc of Heat and Frost Ins. & Asb. Wkrs 75: employer contribution per participant | $3,356 | |
| Peer median | $1,803 |
| Intl Assoc of Heat and Frost Ins. & Asb. Wkrs 75: average balance | $32,599 | |
| Peer median | $48,934 |
| Intl Assoc of Heat and Frost Ins. & Asb. Wkrs 75: admin expenses ÷ assets | 1.16% | |
| Peer median | 0.31% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $12.7M at the end of plan year 2021 to $12.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 386 | $12.6M | $1.3M | $3,356 | 1.16% | Not published | Form 5500 ↗ |
| 2023 | 383 | $11.9M | $1.2M | $3,251 | 1.15% | Not published | Form 5500 ↗ |
| 2022 | 418 | $11.2M | $1.4M | $3,399 | 1.10% | Not published | Form 5500 ↗ |
| 2021 | 471 | $12.7M | $1.8M | $4,279 | 0.99% | Not published | Form 5500 ↗ |
Common questions
Does Intl Assoc of Heat and Frost Ins. & Asb. Wkrs 75 match 401(k) contributions?
The match terms for the Asbestos Workers Local 75 Indiana Retirement Fund have not been published from its filing yet. The plan year 2024 filing reports $1.3M in employer contributions, about $3,356 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Intl Assoc of Heat and Frost Ins. & Asb. Wkrs 75 401(k) match vested?
The vesting schedule for the Asbestos Workers Local 75 Indiana Retirement Fund is not in the data published so far. Your Summary Plan Description states it.
Who manages the Intl Assoc of Heat and Frost Ins. & Asb. Wkrs 75 401(k)?
The recordkeeper listed on Schedule C of the plan year 2023 filing is Benefit Plan Administration Service. The plan administrator is Intl Assoc of Heat and Frost Ins. & Asb. Wkrs 75.
I left Intl Assoc of Heat and Frost Ins. & Asb. Wkrs 75. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Intl Assoc of Heat and Frost Ins. & Asb. Wkrs 75, (574) 282-1650) or the recordkeeper, Benefit Plan Administration Service. The Intl Assoc of Heat and Frost Ins. & Asb. Wkrs 75 old 401(k) page lists the contacts from every plan filing. Find an old Intl Assoc of Heat and Frost Ins. & Asb. Wkrs 75 401(k)
Data from the public Form 5500 annual reports Intl Assoc of Heat and Frost Ins. & Asb. Wkrs 75 filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Intl Assoc of Heat and Frost Ins. & Asb. Wkrs 75. Not financial advice. Report a correction · Methodology