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Original filing (PDF)20250724135504NAL0004823169001
BOARD OF TRUSTEES ANNUITY FUND OF HEAT AND FROST INSULATORS LOCAL 12
Form 5500
FILING_RECEIVED
ANNUITY FUND OF HEAT AND FROST INSULATORS LOCAL 12
Defined-contribution retirement plan
Signals · 3
100% in single holdingNo recordkeeper disclosed9 service providers
Active participants
461
Accounts w/ balance
724
Plan assets (EOY)
$200.6M
Net assets (EOY)
$200.2M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: BGO DAILY VALUE FUND (extraction pending)]" is 100% of plan.
- 21 bps in Schedule C fees — 113% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES ANNUITY FUND OF HEAT AND FROST INSULATORS LOCAL 12.
Plan sponsor
Name
BOARD OF TRUSTEES ANNUITY FUND OF HEAT AND FROST INSULATORS LOCAL 12
EIN
13-6101711
Address
35-53 24TH STREET · LONG ISLAND CITY, NY · 11106
Phone
(718) 784-8883
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-24
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
SCHULTHEIS & PANETTIERI, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
9 rowsAccountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHULTHEIS & PANETTIERI, LLP | 13-1577780 | — | AUDITOR | $56K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COLLERAN O'HARA & MILLS LLP | 11-2940050 | — | ATTORNEY | $48K | — |
Other
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MACKAY SHIELDS LLC | 13-5582869 | — | NONE | $134K | — |
| PROSKAUER ROSE LLP | 13-1840454 | — | NONE | $58K | — |
| JOHN HANCOCK RETIREMENT PLAN SRVCS | 01-0233346 | — | NONE | $49K | — |
| REYNOLDS CONSULTING SERVICES LLC | 20-1899564 | — | NONE | $33K | — |
| M&T BANK | 16-0538020 | — | NONE | $31K | — |
| ZENITH AMERICAN SOLUTIONS | 52-1590516 | — | NONE | $11K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $8K | — |
Investments
1 pooled fund· $8.4M(4% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BGO DAILY VALUE FUND NEWTOWER TRUST COMPANY · EIN 83-6177544 / PN 001 | Common Collective Trust | — | — | $8.4M | 4.2% |