Original filing (PDF)20251015150203NAL0006699984003

INTERNATIONAL ASSOCIATION OF HEAT,FROST INSULATORS & ALLIED WORKERS LU

Name: INTERNATIONAL ASSOCIATION OF HEAT,FROST INSULATORS & ALLIED WORKERS LU — INTERNATIONAL ASSOCIATION OF HEAT, FROST INSULATORS & ALLIED WORKERS LU 91 PENSION FUND, Form 5500 (2024)
Creator: INTERNATIONAL ASSOCIATION OF HEAT,FROST INSULATORS & ALLIED WORKERS LU

Form 5500

FILING_RECEIVED

INTERNATIONAL ASSOCIATION OF HEAT, FROST INSULATORS & ALLIED WORKERS LU 91 PENSION FUND

Defined-benefit pension plan

Signals · 2

No ERISA fidelity bond7 service providers

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$36.9M

Net assets (EOY)

$36.7M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

/ 100

Grade C

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTERNATIONAL ASSOCIATION OF HEAT,FROST INSULATORS & ALLIED WORKERS LU.

Plan sponsor

Name

INTERNATIONAL ASSOCIATION OF HEAT,FROST INSULATORS & ALLIED WORKERS LU

DBA

91 PENSION FUND

EIN

13-6376169

Address

ONE HUDSON CITY CENTRE SUITE 203 · HUDSON, NY · 12534

Phone

(914) 788-0500

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

Plan administrator

Name

INTERNATIONAL ASSOCIATION OF HEAT,FROST INSULATORS & ALLIED WORKERS LU

EIN

13-6376169

City

HUDSON, NY

Phone

(914) 788-0500

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

1B · Flat-dollar DB formula

Audit & trust (Schedule H)

Auditor

BERARD & ASSOCIATES CPAS P.C.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

7 rows

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
UHY ADVISORS NORTHEAST, INC	14-1555429	HUDSON, NY	NONE	$21K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
MARQUETTE ASSOCIATES	36-3485298	CHICAGO, IL

Investments

1 pooled fund· $357K(1% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

			% of plan
CHARTWELL SHORT DURATION CHARTWELL · EIN 85-5285527 / PN 001	Common Collective Trust	$357K	1.0%

1–1 of 1

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