Original filing (PDF)20251006173008NAL0003859505001

INT'L ASSOC OF HEAT & FROST INS & ASBESTOS WORKERS LOCAL UNION 60

Name: INT'L ASSOC OF HEAT & FROST INS & ASBESTOS WORKERS LOCAL UNION 60 — INTERNATIONAL ASSOCIATION OF HEAT & FROST INSULATORS AND ALLIED WORKERS LOCAL UNION 60 PENSION FUND, Form 5500 (2023)
Creator: INT'L ASSOC OF HEAT & FROST INS & ASBESTOS WORKERS LOCAL UNION 60

Form 5500

FILING_RECEIVED

INTERNATIONAL ASSOCIATION OF HEAT & FROST INSULATORS AND ALLIED WORKERS LOCAL UNION 60 PENSION FUND

Defined-benefit pension plan

Signals · 2

~104 bps in Sched C fees8 service providers

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$40.3M

Net assets (EOY)

$40.3M

How this plan invests

This plan

2 collective trusts

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

Above-average plan

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

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (5th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for INT'L ASSOC OF HEAT & FROST INS & ASBESTOS WORKERS LOCAL UNION 60.

Plan sponsor

Name

INT'L ASSOC OF HEAT & FROST INS & ASBESTOS WORKERS LOCAL UNION 60

EIN

59-6145377

Address

2010 NW 150TH AVE STE. 200 · PEMBROKE PINES, FL · 33028

Phone

(954) 266-6322

Industry

Constructionsee all

Plan administrator

Name

NATIONAL EMPLOYEE BENEFITS ADMINIS

EIN

59-6145377

City

PEMBROKE PINES, FL

Phone

(954) 266-6322

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-12-01

Tax period

2024-11-30

Filed

2025-10-06

Pension benefit codes

1B · Flat-dollar DB formula

Audit & trust (Schedule H)

Auditor

KSDT & CO., LLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

8 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
JOHN HANCOCK	01-0233346	PORTSMOUTH, NH	—	$12K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
HORIZON ACTUARIAL SERVICES, LLC	26-1370698

Investments

2 pooled funds· $7.9M(20% 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.

Common Collective Trust

$5.7M

1 holding

Pooled Separate Account

$2.2M

1 holding

			% of plan
ASB ALLIGIANCE REAL ESTATE FUND CHEVY CHASE TRUST · EIN 52-6257033 / PN 006	Common Collective Trust	$5.7M	14.2%
LIGHTHOUSE DIVERSIFIED FUND LTD - C LIGHTHOUSE DIVERSIFIED FUND LTD. · EIN 20-3528185 / PN 000	Pooled Separate Account	$2.2M	5.4%

1–2 of 2

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