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Original filing (PDF)20250715102550NAL0001232403002

INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS AND ALLIED WORK

Form 5500
FILING_RECEIVED
INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULA AND ALLIED WORKERS LOCAL NO. 1 PENSION PLAN
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed8 service providers
Active participants
391
Accounts w/ balance
Plan assets (EOY)
$156.6M
Net assets (EOY)
$156.6M
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
  • 24 bps in Schedule C fees — 145% above peer band of 10 bps.
  • No recordkeeper disclosed on Schedule C.
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 INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS AND ALLIED WORK.
Plan sponsor
Name
INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS AND ALLIED WORK
DBA
LOCAL NO. 1 PENSION PLAN
EIN
43-6027860
Address
502 EARTH CITY EXPRESSWAY, SUITE 20 · EARTH CITY, MO · 630451315
Phone
(314) 344-8899
Industry
Constructionsee all
Plan administrator
Name
TRUSTEES INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS
EIN
43-6027860
City
EARTH CITY, MO
Phone
(314) 344-8899
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-07-15
Pension benefit codes
1B · Flat-dollar DB formula
1E · Section 401(h) arrangement
Audit & trust (Schedule H)
Auditor
GRABEL SCHNIEDERS HOLLMAN & CO PC
Trustee / custodian
Trustee phone

Service providers (Schedule C)

8 rows
Other
8
NameEINLocationRelationDirect compIndirect comp
ZENITH AMERICAN SOLUTIONS52-1590516EARTH CITY, MONONE$132K
COMMERCE BANK43-0407800CLAYTON, MONONE$66K
INVESTMENT CONSULTING SERVICES, LLC32-0016703OAK BROOK, ILNONE$53K
SILVERCREST ASSET MANAGEMENT GROUP45-5146560NEW YORK, NYNONE$38K
EKON BENEFITS43-1317863ST LOUIS, MONONE$36K
HAMMOND & SHINNERS43-1429257ST LOUIS, MONONE$23K
AMALGAMATED BANK OF CHICAGO36-0721895CHICAGO, ILNONE$23K
GRABEL SCHNIEDERS HOLLMAN & CO PC43-1171178KIRKWOOD, MONONE$13K

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.