Money Purchase
2023 plan-year Money Purchase DOL Form 5500

Local 18 Int'l Assoc. of Heat & Frost Insulators & Allied Workers Supplemental Pension Fund

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Board of Trustees-Local 18 Int'l Heat & Frost Insulators · Indiana · Finance & Insurance

What the 2023 filing shows

Local 18 Int'l Assoc. of Heat & Frost Insulators & Allied Workers Supplemental Pension Fund holds $56M for 599 participants — about $92,935 per participant, up 18.9% over the 2023 plan year.

$56M
total plan assets (2023 EOY)
599
covered participants
$92,935
avg assets per participant
+18.9%
assets growth YoY
Total Assets (2023)
$56M
Participants
599
State
Industry
Finance & Insurance

What the Filing Says About Local 18 Int'l Assoc. of Heat & Frost Insulators & Allied Workers Supplemental Pension Fund

Local 18 Int'l Assoc. of Heat & Frost Insulators & Allied Workers Supplemental Pension Fund is a Money Purchase retirement plan sponsored by Board of Trustees-Local 18 Int'l Heat & Frost Insulators, headquartered in Indiana. As of the 2023 Form 5500 filing, the plan reports $56M in total end-of-year assets and covers 599 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 351843702, and the plan has been effective since 1990-06-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $47M at the beginning of 2023 to $56M at year-end — a gain of 18.9%. Net assets (after liabilities) closed the year at $56M, with reported net income of $9M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$47M
Total Assets (End of Year)$56M
Net Assets (End of Year)$56M
Net Income$9M
Plan TypeMoney Purchase
Employer EIN351843702
Plan Effective Date1990-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees-Local 18 Int'l Heat & Frost Insulators)

Year Plans Participants Total Assets
2022 1 599 $47M
2023 1 599 $56M

Nearby Money Purchase Plans in Indiana

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Frequently Asked Questions

How much money is in the Local 18 Int'l Assoc. of Heat & Frost Insulators & Allied Workers Supplemental Pension Fund?
As of the 2023 Form 5500 filing, Local 18 Int'l Assoc. of Heat & Frost Insulators & Allied Workers Supplemental Pension Fund holds $56M in total assets with 599 participants. It is sponsored by Board of Trustees-Local 18 Int'l Heat & Frost Insulators.
What type of plan is Local 18 Int'l Assoc. of Heat & Frost Insulators & Allied Workers Supplemental Pension Fund?
Local 18 Int'l Assoc. of Heat & Frost Insulators & Allied Workers Supplemental Pension Fund is a Money Purchase plan. It has been effective since 1990-06-01. The plan is filed with the U.S. Department of Labor under EIN 351843702.
Who sponsors the Local 18 Int'l Assoc. of Heat & Frost Insulators & Allied Workers Supplemental Pension Fund?
Local 18 Int'l Assoc. of Heat & Frost Insulators & Allied Workers Supplemental Pension Fund is sponsored by Board of Trustees-Local 18 Int'l Heat & Frost Insulators, located in Indiana. The sponsor's EIN is 351843702 and the plan operates in the Finance & Insurance industry.
How did Local 18 Int'l Assoc. of Heat & Frost Insulators & Allied Workers Supplemental Pension Fund perform in 2023?
Local 18 Int'l Assoc. of Heat & Frost Insulators & Allied Workers Supplemental Pension Fund grew by 18.9% during 2023, moving from $47M to $56M in total assets. Net income was $9M.
Where can I find official filings for Local 18 Int'l Assoc. of Heat & Frost Insulators & Allied Workers Supplemental Pension Fund?
Official Form 5500 filings for Local 18 Int'l Assoc. of Heat & Frost Insulators & Allied Workers Supplemental Pension Fund are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 351843702 or plan name at efast.dol.gov.
How does Local 18 Int'l Assoc. of Heat & Frost Insulators & Allied Workers Supplemental Pension Fund compare to other plans?
You can compare Local 18 Int'l Assoc. of Heat & Frost Insulators & Allied Workers Supplemental Pension Fund against other Money Purchase plans on the plan type page, or view plans in Indiana on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 351843702.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.