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Original filing (PDF)20251015111008NAL0004376209001
INTERNATIONAL ASSOC. OF HEAT & FROST INSULATORS & ASBESTOS WORKERS NO.
Form 5500
FILING_RECEIVED
HEAT & FROST & ALLIED WORKERS NO. 21 PENSION PLAN
Defined-benefit pension plan
Active participants
64
Accounts w/ balance
—
Plan assets (EOY)
$19.7M
Net assets (EOY)
$19.7M
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
- 65 bps in Schedule C fees — 123% above peer band of 29 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 INTERNATIONAL ASSOC. OF HEAT & FROST INSULATORS & ASBESTOS WORKERS NO..
Plan sponsor
Name
INTERNATIONAL ASSOC. OF HEAT & FROST INSULATORS & ASBESTOS WORKERS NO.
DBA
HEAT AND FROST AND ALLIED WORKERS LOCAL NO. 21 PENSION PLAN
EIN
75-0355302
Address
8441 GULF FREEWAY, SUITE 304 · HOUSTON, TX · 77017
Phone
(713) 643-9300
Industry
Constructionsee all
Plan administrator
Name
BENEFIT RESOURCE, INC.
EIN
74-6174676
City
HOUSTON, TX
Phone
(713) 861-5881
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
3H · Sponsor in controlled / affiliated group
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
EDWARDS AND LEATHERS, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE SEGAL CO | 94-1503999 | ATLANTA, GA | NONE | $55K | — |
| BENEFIT RESOURCES, INC | 76-0560942 | HOUSTON, TX | NONE | $31K | — |
| RTW FINANCIAL ADVISORS | 75-2564224 | DALLAS, TX | NONE | $18K | — |
| EDWARDS AND LEATHERS, P.C. | 20-8739519 | BAYTOWN, TX | NONE | $12K | — |
| ROBIEN, URANN, SPENCER, PICARD | 72-0999672 | METAIRIE, LA | NONE | $11K | — |
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.