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Original filing (PDF)20250912120230NAL0000765779001
TRUSTEES OF HEAT & FROST INSULATORS LOCAL 17 TRAINING TRUST
Form 5500
FILING_RECEIVED
HEAT & FROST INSULATORS LOCAL 17 TRAINING TRUST
Health & welfare plan
Signals · 1
~2611 bps in Sched C fees
Active participants
93
Accounts w/ balance
—
Plan assets (EOY)
$2.1M
Net assets (EOY)
$2.1M
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
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
100
Participation health
100
Knocking points off
- 2611 bps in Schedule C fees — 4922% above peer band of 52 bps.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRUSTEES OF HEAT & FROST INSULATORS LOCAL 17 TRAINING TRUST.
Plan sponsor
Name
TRUSTEES OF HEAT & FROST INSULATORS LOCAL 17 TRAINING TRUST
EIN
36-6206849
Address
18520 SPRING CREEK DRIVE · TINLEY PARK, IL · 60477
Phone
(708) 468-8000
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-12
Welfare benefit codes
4J · Apprenticeship and Training
Audit & trust (Schedule H)
Auditor
LEGACY PROFESSIONALS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STEPHEN CRAVEN | 36-6206849 | — | EMPLOYEE | $294K | — |
| BENJAMIN FRANK | 36-6206849 | — | EMPLOYEE | $250K | — |
| LEGACY PROFESSIONALS LLP | 32-0043599 | — | NONE | $15K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.