401k Plan data: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL #3 PENSION PLAN plan

INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL #3 PENSION PLAN 401k Plan overview

Plan Name	INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL #3 PENSION PLAN
Plan identification number	001

INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL #3 PENSION PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

INTERNATIONAL ASSOC OF HEAT AND FROST INSULATORS & ALLIED WORKERS has sponsored the creation of one or more 401k plans.

Company Name: INTERNATIONAL ASSOC OF HEAT AND FROST INSULATORS & ALLIED WORKERS

Employer identification number (EIN): 341311911

NAIC Classification: 813930
NAIC Description: Labor Unions and Similar Labor Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL #3 PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-06-01
001 2021-06-01
001 2020-06-01
001 2019-06-01
001 2018-06-01
001 2017-06-01 JIM GALLAGHER
001 2016-06-01 JIM GALLAGHER
001 2015-06-01 JIM GALLAGHER
001 2014-06-01 JIM GALLAGHER
001 2013-06-01 JIM GALLAGHER
001 2012-06-01 JIM GALLAGHER
001 2011-06-01 JIM GALLAGHER
001 2009-06-01 JIM GALLAGHER

Plan Statistics for INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL #3 PENSION PLAN

401k plan membership statisitcs for INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL #3 PENSION PLAN

Measure Date Value
2022: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL #3 PENSION PLAN 2022 401k membership
Total participants, beginning-of-year 2022-06-01 204
Total number of active participants reported on line 7a of the Form 5500 2022-06-01 192
Number of retired or separated participants receiving benefits 2022-06-01 1
Number of other retired or separated participants entitled to future benefits 2022-06-01 52
Total of all active and inactive participants 2022-06-01 245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-06-01 4
Total participants 2022-06-01 249
Number of participants with account balances 2022-06-01 245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-06-01 0
2021: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL #3 PENSION PLAN 2021 401k membership
Total participants, beginning-of-year 2021-06-01 204
Total number of active participants reported on line 7a of the Form 5500 2021-06-01 141
Number of retired or separated participants receiving benefits 2021-06-01 1
Number of other retired or separated participants entitled to future benefits 2021-06-01 58
Total of all active and inactive participants 2021-06-01 200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-06-01 4
Total participants 2021-06-01 204
Number of participants with account balances 2021-06-01 204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-06-01 0
2020: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL #3 PENSION PLAN 2020 401k membership
Total participants, beginning-of-year 2020-06-01 194
Total number of active participants reported on line 7a of the Form 5500 2020-06-01 137
Number of retired or separated participants receiving benefits 2020-06-01 0
Number of other retired or separated participants entitled to future benefits 2020-06-01 62
Total of all active and inactive participants 2020-06-01 199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-06-01 5
Total participants 2020-06-01 204
Number of participants with account balances 2020-06-01 204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-06-01 0
2019: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL #3 PENSION PLAN 2019 401k membership
Total participants, beginning-of-year 2019-06-01 194
Total number of active participants reported on line 7a of the Form 5500 2019-06-01 138
Number of retired or separated participants receiving benefits 2019-06-01 0
Number of other retired or separated participants entitled to future benefits 2019-06-01 51
Total of all active and inactive participants 2019-06-01 189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-06-01 5
Total participants 2019-06-01 194
Number of participants with account balances 2019-06-01 194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-06-01 0
2018: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL #3 PENSION PLAN 2018 401k membership
Total participants, beginning-of-year 2018-06-01 181
Total number of active participants reported on line 7a of the Form 5500 2018-06-01 137
Number of retired or separated participants receiving benefits 2018-06-01 0
Number of other retired or separated participants entitled to future benefits 2018-06-01 53
Total of all active and inactive participants 2018-06-01 190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-06-01 4
Total participants 2018-06-01 194
Number of participants with account balances 2018-06-01 194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-06-01 0
2017: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL #3 PENSION PLAN 2017 401k membership
Total participants, beginning-of-year 2017-06-01 169
Total number of active participants reported on line 7a of the Form 5500 2017-06-01 131
Number of retired or separated participants receiving benefits 2017-06-01 0
Number of other retired or separated participants entitled to future benefits 2017-06-01 46
Total of all active and inactive participants 2017-06-01 177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-06-01 4
Total participants 2017-06-01 181
Number of participants with account balances 2017-06-01 181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-06-01 0
2016: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL #3 PENSION PLAN 2016 401k membership
Total participants, beginning-of-year 2016-06-01 179
Total number of active participants reported on line 7a of the Form 5500 2016-06-01 121
Number of retired or separated participants receiving benefits 2016-06-01 0
Number of other retired or separated participants entitled to future benefits 2016-06-01 45
Total of all active and inactive participants 2016-06-01 166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-06-01 3
Total participants 2016-06-01 169
Number of participants with account balances 2016-06-01 169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-06-01 0
2015: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL #3 PENSION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-06-01 160
Total number of active participants reported on line 7a of the Form 5500 2015-06-01 130
Number of retired or separated participants receiving benefits 2015-06-01 0
Number of other retired or separated participants entitled to future benefits 2015-06-01 47
Total of all active and inactive participants 2015-06-01 177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-06-01 2
Total participants 2015-06-01 179
Number of participants with account balances 2015-06-01 179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-06-01 0
2014: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL #3 PENSION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-06-01 174
Total number of active participants reported on line 7a of the Form 5500 2014-06-01 127
Number of retired or separated participants receiving benefits 2014-06-01 0
Number of other retired or separated participants entitled to future benefits 2014-06-01 30
Total of all active and inactive participants 2014-06-01 157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-06-01 3
Total participants 2014-06-01 160
Number of participants with account balances 2014-06-01 160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-06-01 0
2013: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL #3 PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-06-01 163
Total number of active participants reported on line 7a of the Form 5500 2013-06-01 143
Number of retired or separated participants receiving benefits 2013-06-01 1
Number of other retired or separated participants entitled to future benefits 2013-06-01 29
Total of all active and inactive participants 2013-06-01 173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-06-01 1
Total participants 2013-06-01 174
Number of participants with account balances 2013-06-01 174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-06-01 0
2012: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL #3 PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-06-01 177
Total number of active participants reported on line 7a of the Form 5500 2012-06-01 135
Number of retired or separated participants receiving benefits 2012-06-01 1
Number of other retired or separated participants entitled to future benefits 2012-06-01 26
Total of all active and inactive participants 2012-06-01 162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-06-01 1
Total participants 2012-06-01 163
Number of participants with account balances 2012-06-01 163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-06-01 0
2011: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL #3 PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-06-01 167
Total number of active participants reported on line 7a of the Form 5500 2011-06-01 139
Number of retired or separated participants receiving benefits 2011-06-01 0
Number of other retired or separated participants entitled to future benefits 2011-06-01 36
Total of all active and inactive participants 2011-06-01 175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-06-01 2
Total participants 2011-06-01 177
Number of participants with account balances 2011-06-01 177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-06-01 0
2009: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL #3 PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-06-01 179
Total number of active participants reported on line 7a of the Form 5500 2009-06-01 130
Number of retired or separated participants receiving benefits 2009-06-01 0
Number of other retired or separated participants entitled to future benefits 2009-06-01 50
Total of all active and inactive participants 2009-06-01 180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-06-01 2
Total participants 2009-06-01 182
Number of participants with account balances 2009-06-01 182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-06-01 0

Measure	Date	Value
2022: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL #3 PENSION PLAN 2022 401k membership
Total participants, beginning-of-year	2022-06-01	204
Total number of active participants reported on line 7a of the Form 5500	2022-06-01	192
Number of retired or separated participants receiving benefits	2022-06-01	1
Number of other retired or separated participants entitled to future benefits	2022-06-01	52
Total of all active and inactive participants	2022-06-01	245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-06-01	4
Total participants	2022-06-01	249
Number of participants with account balances	2022-06-01	245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-06-01	0
2021: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL #3 PENSION PLAN 2021 401k membership
Total participants, beginning-of-year	2021-06-01	204
Total number of active participants reported on line 7a of the Form 5500	2021-06-01	141
Number of retired or separated participants receiving benefits	2021-06-01	1
Number of other retired or separated participants entitled to future benefits	2021-06-01	58
Total of all active and inactive participants	2021-06-01	200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-06-01	4
Total participants	2021-06-01	204
Number of participants with account balances	2021-06-01	204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-06-01	0
2020: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL #3 PENSION PLAN 2020 401k membership
Total participants, beginning-of-year	2020-06-01	194
Total number of active participants reported on line 7a of the Form 5500	2020-06-01	137
Number of retired or separated participants receiving benefits	2020-06-01	0
Number of other retired or separated participants entitled to future benefits	2020-06-01	62
Total of all active and inactive participants	2020-06-01	199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-06-01	5
Total participants	2020-06-01	204
Number of participants with account balances	2020-06-01	204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-06-01	0
2019: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL #3 PENSION PLAN 2019 401k membership
Total participants, beginning-of-year	2019-06-01	194
Total number of active participants reported on line 7a of the Form 5500	2019-06-01	138
Number of retired or separated participants receiving benefits	2019-06-01	0
Number of other retired or separated participants entitled to future benefits	2019-06-01	51
Total of all active and inactive participants	2019-06-01	189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-06-01	5
Total participants	2019-06-01	194
Number of participants with account balances	2019-06-01	194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-06-01	0
2018: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL #3 PENSION PLAN 2018 401k membership
Total participants, beginning-of-year	2018-06-01	181
Total number of active participants reported on line 7a of the Form 5500	2018-06-01	137
Number of retired or separated participants receiving benefits	2018-06-01	0
Number of other retired or separated participants entitled to future benefits	2018-06-01	53
Total of all active and inactive participants	2018-06-01	190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-06-01	4
Total participants	2018-06-01	194
Number of participants with account balances	2018-06-01	194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-06-01	0
2017: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL #3 PENSION PLAN 2017 401k membership
Total participants, beginning-of-year	2017-06-01	169
Total number of active participants reported on line 7a of the Form 5500	2017-06-01	131
Number of retired or separated participants receiving benefits	2017-06-01	0
Number of other retired or separated participants entitled to future benefits	2017-06-01	46
Total of all active and inactive participants	2017-06-01	177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-06-01	4
Total participants	2017-06-01	181
Number of participants with account balances	2017-06-01	181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-06-01	0
2016: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL #3 PENSION PLAN 2016 401k membership
Total participants, beginning-of-year	2016-06-01	179
Total number of active participants reported on line 7a of the Form 5500	2016-06-01	121
Number of retired or separated participants receiving benefits	2016-06-01	0
Number of other retired or separated participants entitled to future benefits	2016-06-01	45
Total of all active and inactive participants	2016-06-01	166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-06-01	3
Total participants	2016-06-01	169
Number of participants with account balances	2016-06-01	169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-06-01	0
2015: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL #3 PENSION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-06-01	160
Total number of active participants reported on line 7a of the Form 5500	2015-06-01	130
Number of retired or separated participants receiving benefits	2015-06-01	0
Number of other retired or separated participants entitled to future benefits	2015-06-01	47
Total of all active and inactive participants	2015-06-01	177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-06-01	2
Total participants	2015-06-01	179
Number of participants with account balances	2015-06-01	179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-06-01	0
2014: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL #3 PENSION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-06-01	174
Total number of active participants reported on line 7a of the Form 5500	2014-06-01	127
Number of retired or separated participants receiving benefits	2014-06-01	0
Number of other retired or separated participants entitled to future benefits	2014-06-01	30
Total of all active and inactive participants	2014-06-01	157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-06-01	3
Total participants	2014-06-01	160
Number of participants with account balances	2014-06-01	160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-06-01	0
2013: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL #3 PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-06-01	163
Total number of active participants reported on line 7a of the Form 5500	2013-06-01	143
Number of retired or separated participants receiving benefits	2013-06-01	1
Number of other retired or separated participants entitled to future benefits	2013-06-01	29
Total of all active and inactive participants	2013-06-01	173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-06-01	1
Total participants	2013-06-01	174
Number of participants with account balances	2013-06-01	174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-06-01	0
2012: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL #3 PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-06-01	177
Total number of active participants reported on line 7a of the Form 5500	2012-06-01	135
Number of retired or separated participants receiving benefits	2012-06-01	1
Number of other retired or separated participants entitled to future benefits	2012-06-01	26
Total of all active and inactive participants	2012-06-01	162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-06-01	1
Total participants	2012-06-01	163
Number of participants with account balances	2012-06-01	163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-06-01	0
2011: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL #3 PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-06-01	167
Total number of active participants reported on line 7a of the Form 5500	2011-06-01	139
Number of retired or separated participants receiving benefits	2011-06-01	0
Number of other retired or separated participants entitled to future benefits	2011-06-01	36
Total of all active and inactive participants	2011-06-01	175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-06-01	2
Total participants	2011-06-01	177
Number of participants with account balances	2011-06-01	177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-06-01	0
2009: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL #3 PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-06-01	179
Total number of active participants reported on line 7a of the Form 5500	2009-06-01	130
Number of retired or separated participants receiving benefits	2009-06-01	0
Number of other retired or separated participants entitled to future benefits	2009-06-01	50
Total of all active and inactive participants	2009-06-01	180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-06-01	2
Total participants	2009-06-01	182
Number of participants with account balances	2009-06-01	182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-06-01	0

Financial Data on INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL #3 PENSION PLAN

Measure	Date	Value
2023 : INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL #3 PENSION PLAN 2023 401k financial data
Total income from all sources (including contributions)	2023-05-31	$2,557,589
Total of all expenses incurred	2023-05-31	$1,618,070
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-05-31	$1,386,728
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-05-31	$2,280,804
Value of total assets at end of year	2023-05-31	$25,208,162
Value of total assets at beginning of year	2023-05-31	$24,268,643
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-05-31	$231,342
Total interest from all sources	2023-05-31	$56,875
Total dividends received (eg from common stock, registered investment company shares)	2023-05-31	$296,715
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-05-31	$296,715
Administrative expenses professional fees incurred	2023-05-31	$47,119
Was this plan covered by a fidelity bond	2023-05-31	Yes
Value of fidelity bond cover	2023-05-31	$500,000
If this is an individual account plan, was there a blackout period	2023-05-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-05-31	No
Administrative expenses (other) incurred	2023-05-31	$113,804
Total non interest bearing cash at end of year	2023-05-31	$0
Total non interest bearing cash at beginning of year	2023-05-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-05-31	No
Value of net income/loss	2023-05-31	$939,519
Value of net assets at end of year (total assets less liabilities)	2023-05-31	$25,208,162
Value of net assets at beginning of year (total assets less liabilities)	2023-05-31	$24,268,643
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-05-31	No
Were any leases to which the plan was party in default or uncollectible	2023-05-31	No
Investment advisory and management fees	2023-05-31	$70,419
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-05-31	$20,583,850
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-05-31	$19,543,100
Interest earned on other investments	2023-05-31	$56,875
Value of interest in common/collective trusts at end of year	2023-05-31	$1,754,865
Value of interest in common/collective trusts at beginning of year	2023-05-31	$1,629,258
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-05-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-05-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-05-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-05-31	$2,869,447
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-05-31	$3,096,285
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-05-31	$-251,018
Net investment gain or loss from common/collective trusts	2023-05-31	$174,213
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-05-31	No
Was there a failure to transmit to the plan any participant contributions	2023-05-31	No
Has the plan failed to provide any benefit when due under the plan	2023-05-31	No
Contributions received in cash from employer	2023-05-31	$2,280,804
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-05-31	$1,386,728
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2023-05-31	No
Did the plan have assets held for investment	2023-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-05-31	No
Opinion of an independent qualified public accountant for this plan	2023-05-31	Unqualified
Accountancy firm name	2023-05-31	BARNES WENDLING CPA'S, INC
Accountancy firm EIN	2023-05-31	341463411
2022 : INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL #3 PENSION PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-05-31	$-1,154,435
Total of all expenses incurred	2022-05-31	$2,951,173
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-05-31	$2,688,123
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-05-31	$2,033,007
Value of total assets at end of year	2022-05-31	$24,268,643
Value of total assets at beginning of year	2022-05-31	$28,374,251
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-05-31	$263,050
Total interest from all sources	2022-05-31	$57,177
Total dividends received (eg from common stock, registered investment company shares)	2022-05-31	$528,866
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-05-31	$528,866
Administrative expenses professional fees incurred	2022-05-31	$48,298
Was this plan covered by a fidelity bond	2022-05-31	Yes
Value of fidelity bond cover	2022-05-31	$500,000
If this is an individual account plan, was there a blackout period	2022-05-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-05-31	No
Other income not declared elsewhere	2022-05-31	$92,279
Administrative expenses (other) incurred	2022-05-31	$137,385
Total non interest bearing cash at end of year	2022-05-31	$0
Total non interest bearing cash at beginning of year	2022-05-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-05-31	No
Value of net income/loss	2022-05-31	$-4,105,608
Value of net assets at end of year (total assets less liabilities)	2022-05-31	$24,268,643
Value of net assets at beginning of year (total assets less liabilities)	2022-05-31	$28,374,251
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-05-31	No
Were any leases to which the plan was party in default or uncollectible	2022-05-31	No
Investment advisory and management fees	2022-05-31	$77,367
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-05-31	$19,543,100
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-05-31	$23,039,588
Interest earned on other investments	2022-05-31	$57,177
Value of interest in common/collective trusts at end of year	2022-05-31	$1,629,258
Value of interest in common/collective trusts at beginning of year	2022-05-31	$1,542,173
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-05-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-05-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-05-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-05-31	$3,096,285
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-05-31	$3,792,490
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-05-31	$-3,866,435
Net investment gain or loss from common/collective trusts	2022-05-31	$671
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-05-31	No
Was there a failure to transmit to the plan any participant contributions	2022-05-31	No
Has the plan failed to provide any benefit when due under the plan	2022-05-31	No
Contributions received in cash from employer	2022-05-31	$2,033,007
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-05-31	$2,688,123
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-05-31	No
Did the plan have assets held for investment	2022-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-05-31	No
Opinion of an independent qualified public accountant for this plan	2022-05-31	Unqualified
Accountancy firm name	2022-05-31	BARNES WENDLING CPA'S, INC
Accountancy firm EIN	2022-05-31	341463411
2021 : INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL #3 PENSION PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-05-31	$8,168,906
Total of all expenses incurred	2021-05-31	$3,144,477
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-05-31	$2,912,905
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-05-31	$1,690,084
Value of total assets at end of year	2021-05-31	$28,374,251
Value of total assets at beginning of year	2021-05-31	$23,349,822
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-05-31	$231,572
Total interest from all sources	2021-05-31	$18,080
Total dividends received (eg from common stock, registered investment company shares)	2021-05-31	$371,454
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-05-31	$371,454
Administrative expenses professional fees incurred	2021-05-31	$45,342
Was this plan covered by a fidelity bond	2021-05-31	Yes
Value of fidelity bond cover	2021-05-31	$500,000
If this is an individual account plan, was there a blackout period	2021-05-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-05-31	$0
Funding deficiency by the employer to the plan for this plan year	2021-05-31	$0
Minimum employer required contribution for this plan year	2021-05-31	$1,690,084
Amount contributed by the employer to the plan for this plan year	2021-05-31	$1,690,084
Were there any nonexempt tranactions with any party-in-interest	2021-05-31	No
Other income not declared elsewhere	2021-05-31	$127,123
Administrative expenses (other) incurred	2021-05-31	$112,940
Total non interest bearing cash at end of year	2021-05-31	$0
Total non interest bearing cash at beginning of year	2021-05-31	$42,586
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-05-31	No
Value of net income/loss	2021-05-31	$5,024,429
Value of net assets at end of year (total assets less liabilities)	2021-05-31	$28,374,251
Value of net assets at beginning of year (total assets less liabilities)	2021-05-31	$23,349,822
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-05-31	No
Were any leases to which the plan was party in default or uncollectible	2021-05-31	No
Investment advisory and management fees	2021-05-31	$73,290
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-05-31	$23,039,588
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-05-31	$19,234,333
Interest earned on other investments	2021-05-31	$18,080
Value of interest in common/collective trusts at end of year	2021-05-31	$1,542,173
Value of interest in common/collective trusts at beginning of year	2021-05-31	$4,064,225
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-05-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-05-31	$8,678
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-05-31	$8,678
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-05-31	$3,792,490
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-05-31	$5,933,191
Net investment gain or loss from common/collective trusts	2021-05-31	$28,974
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-05-31	No
Was there a failure to transmit to the plan any participant contributions	2021-05-31	No
Has the plan failed to provide any benefit when due under the plan	2021-05-31	No
Contributions received in cash from employer	2021-05-31	$1,690,084
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-05-31	$2,912,905
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-05-31	No
Did the plan have assets held for investment	2021-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-05-31	No
Opinion of an independent qualified public accountant for this plan	2021-05-31	Unqualified
Accountancy firm name	2021-05-31	BARNES WENDLING CPAS, INC
Accountancy firm EIN	2021-05-31	341463411
2020 : INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL #3 PENSION PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-05-31	$3,724,405
Total of all expenses incurred	2020-05-31	$2,640,593
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-05-31	$2,432,275
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-05-31	$1,649,079
Value of total assets at end of year	2020-05-31	$23,349,822
Value of total assets at beginning of year	2020-05-31	$22,266,010
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-05-31	$208,318
Total interest from all sources	2020-05-31	$37
Total dividends received (eg from common stock, registered investment company shares)	2020-05-31	$308,106
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-05-31	$308,106
Administrative expenses professional fees incurred	2020-05-31	$14,425
Was this plan covered by a fidelity bond	2020-05-31	Yes
Value of fidelity bond cover	2020-05-31	$500,000
If this is an individual account plan, was there a blackout period	2020-05-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-05-31	No
Other income not declared elsewhere	2020-05-31	$78,696
Administrative expenses (other) incurred	2020-05-31	$99,570
Total non interest bearing cash at end of year	2020-05-31	$42,586
Total non interest bearing cash at beginning of year	2020-05-31	$34,439
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-05-31	No
Value of net income/loss	2020-05-31	$1,083,812
Value of net assets at end of year (total assets less liabilities)	2020-05-31	$23,349,822
Value of net assets at beginning of year (total assets less liabilities)	2020-05-31	$22,266,010
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-05-31	No
Were any leases to which the plan was party in default or uncollectible	2020-05-31	No
Investment advisory and management fees	2020-05-31	$67,716
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-05-31	$19,234,333
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-05-31	$18,424,218
Value of interest in common/collective trusts at end of year	2020-05-31	$4,064,225
Value of interest in common/collective trusts at beginning of year	2020-05-31	$3,798,154
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-05-31	$8,678
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-05-31	$9,199
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-05-31	$9,199
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-05-31	$37
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-05-31	$1,641,798
Net investment gain or loss from common/collective trusts	2020-05-31	$46,689
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-05-31	No
Was there a failure to transmit to the plan any participant contributions	2020-05-31	No
Has the plan failed to provide any benefit when due under the plan	2020-05-31	No
Contributions received in cash from employer	2020-05-31	$1,649,079
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-05-31	$2,432,275
Contract administrator fees	2020-05-31	$26,607
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-05-31	No
Did the plan have assets held for investment	2020-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2020-05-31	Disclaimer
Accountancy firm name	2020-05-31	BARNES WENDLING CPAS, INC
Accountancy firm EIN	2020-05-31	341463411
2019 : INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL #3 PENSION PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-05-31	$2,421,575
Total of all expenses incurred	2019-05-31	$1,929,244
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-05-31	$1,737,401
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-05-31	$1,923,073
Value of total assets at end of year	2019-05-31	$22,266,010
Value of total assets at beginning of year	2019-05-31	$21,773,679
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-05-31	$191,843
Total interest from all sources	2019-05-31	$14
Total dividends received (eg from common stock, registered investment company shares)	2019-05-31	$351,211
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-05-31	$351,211
Administrative expenses professional fees incurred	2019-05-31	$9,300
Was this plan covered by a fidelity bond	2019-05-31	Yes
Value of fidelity bond cover	2019-05-31	$500,000
If this is an individual account plan, was there a blackout period	2019-05-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-05-31	$0
Funding deficiency by the employer to the plan for this plan year	2019-05-31	$0
Minimum employer required contribution for this plan year	2019-05-31	$1,923,073
Amount contributed by the employer to the plan for this plan year	2019-05-31	$1,923,073
Were there any nonexempt tranactions with any party-in-interest	2019-05-31	No
Other income not declared elsewhere	2019-05-31	$75,806
Administrative expenses (other) incurred	2019-05-31	$95,121
Total non interest bearing cash at end of year	2019-05-31	$34,439
Total non interest bearing cash at beginning of year	2019-05-31	$51,165
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-05-31	No
Value of net income/loss	2019-05-31	$492,331
Value of net assets at end of year (total assets less liabilities)	2019-05-31	$22,266,010
Value of net assets at beginning of year (total assets less liabilities)	2019-05-31	$21,773,679
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-05-31	No
Were any leases to which the plan was party in default or uncollectible	2019-05-31	No
Investment advisory and management fees	2019-05-31	$67,928
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-05-31	$18,424,218
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-05-31	$19,106,276
Value of interest in common/collective trusts at end of year	2019-05-31	$3,798,154
Value of interest in common/collective trusts at beginning of year	2019-05-31	$2,613,190
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-05-31	$9,199
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-05-31	$3,048
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-05-31	$3,048
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-05-31	$14
Net investment gain or loss from common/collective trusts	2019-05-31	$71,471
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-05-31	No
Was there a failure to transmit to the plan any participant contributions	2019-05-31	No
Has the plan failed to provide any benefit when due under the plan	2019-05-31	No
Contributions received in cash from employer	2019-05-31	$1,923,073
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-05-31	$1,737,401
Contract administrator fees	2019-05-31	$19,494
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-05-31	No
Did the plan have assets held for investment	2019-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-05-31	Disclaimer
Accountancy firm name	2019-05-31	BARNES WENDLING CPAS, INC
Accountancy firm EIN	2019-05-31	341463411
2018 : INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL #3 PENSION PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-05-31	$4,276,309
Total of all expenses incurred	2018-05-31	$3,179,818
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-05-31	$2,952,547
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-05-31	$1,831,159
Value of total assets at end of year	2018-05-31	$21,773,679
Value of total assets at beginning of year	2018-05-31	$20,677,188
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-05-31	$227,271
Total interest from all sources	2018-05-31	$8
Total dividends received (eg from common stock, registered investment company shares)	2018-05-31	$300,186
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-05-31	$300,186
Administrative expenses professional fees incurred	2018-05-31	$18,654
Was this plan covered by a fidelity bond	2018-05-31	Yes
Value of fidelity bond cover	2018-05-31	$500,000
If this is an individual account plan, was there a blackout period	2018-05-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-05-31	$0
Funding deficiency by the employer to the plan for this plan year	2018-05-31	$0
Minimum employer required contribution for this plan year	2018-05-31	$0
Amount contributed by the employer to the plan for this plan year	2018-05-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-05-31	No
Other income not declared elsewhere	2018-05-31	$95,996
Administrative expenses (other) incurred	2018-05-31	$139,038
Total non interest bearing cash at end of year	2018-05-31	$51,165
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-05-31	No
Value of net income/loss	2018-05-31	$1,096,491
Value of net assets at end of year (total assets less liabilities)	2018-05-31	$21,773,679
Value of net assets at beginning of year (total assets less liabilities)	2018-05-31	$20,677,188
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-05-31	No
Were any leases to which the plan was party in default or uncollectible	2018-05-31	No
Investment advisory and management fees	2018-05-31	$69,579
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-05-31	$19,106,276
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-05-31	$17,477,274
Value of interest in common/collective trusts at end of year	2018-05-31	$2,613,190
Value of interest in common/collective trusts at beginning of year	2018-05-31	$3,147,379
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-05-31	$3,048
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-05-31	$52,535
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-05-31	$52,535
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-05-31	$8
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-05-31	$2,026,430
Net investment gain or loss from common/collective trusts	2018-05-31	$22,530
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-05-31	No
Was there a failure to transmit to the plan any participant contributions	2018-05-31	No
Has the plan failed to provide any benefit when due under the plan	2018-05-31	No
Contributions received in cash from employer	2018-05-31	$1,831,159
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-05-31	$2,952,547
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-05-31	No
Did the plan have assets held for investment	2018-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-05-31	Disclaimer
Accountancy firm name	2018-05-31	BARNES WENDLING CPAS INC
Accountancy firm EIN	2018-05-31	341463411
2017 : INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL #3 PENSION PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-05-31	$4,330,915
Total of all expenses incurred	2017-05-31	$2,709,944
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-05-31	$2,487,192
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-05-31	$1,735,715
Value of total assets at end of year	2017-05-31	$20,677,188
Value of total assets at beginning of year	2017-05-31	$19,056,217
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-05-31	$222,752
Total dividends received (eg from common stock, registered investment company shares)	2017-05-31	$269,128
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-05-31	No
Administrative expenses professional fees incurred	2017-05-31	$19,256
Was this plan covered by a fidelity bond	2017-05-31	Yes
Value of fidelity bond cover	2017-05-31	$500,000
If this is an individual account plan, was there a blackout period	2017-05-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-05-31	No
Other income not declared elsewhere	2017-05-31	$88,157
Administrative expenses (other) incurred	2017-05-31	$135,090
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-05-31	No
Value of net income/loss	2017-05-31	$1,620,971
Value of net assets at end of year (total assets less liabilities)	2017-05-31	$20,677,188
Value of net assets at beginning of year (total assets less liabilities)	2017-05-31	$19,056,217
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-05-31	No
Were any leases to which the plan was party in default or uncollectible	2017-05-31	No
Investment advisory and management fees	2017-05-31	$68,406
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-05-31	$17,477,274
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-05-31	$15,151,077
Value of interest in common/collective trusts at end of year	2017-05-31	$3,147,379
Value of interest in common/collective trusts at beginning of year	2017-05-31	$3,875,012
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-05-31	$52,535
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-05-31	$30,128
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-05-31	$30,128
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-05-31	$2,208,893
Net investment gain or loss from common/collective trusts	2017-05-31	$29,022
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-05-31	No
Was there a failure to transmit to the plan any participant contributions	2017-05-31	No
Has the plan failed to provide any benefit when due under the plan	2017-05-31	No
Contributions received in cash from employer	2017-05-31	$1,735,715
Income. Dividends from common stock	2017-05-31	$269,128
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-05-31	$2,487,192
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-05-31	No
Did the plan have assets held for investment	2017-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-05-31	Disclaimer
Accountancy firm name	2017-05-31	BARNES WENDLING CPAS INC
Accountancy firm EIN	2017-05-31	341463411
2016 : INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL #3 PENSION PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-05-31	$1,134,672
Total of all expenses incurred	2016-05-31	$1,837,381
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-05-31	$1,650,504
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-05-31	$1,725,207
Value of total assets at end of year	2016-05-31	$19,056,217
Value of total assets at beginning of year	2016-05-31	$19,758,926
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-05-31	$186,877
Total dividends received (eg from common stock, registered investment company shares)	2016-05-31	$165,252
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-05-31	$165,252
Administrative expenses professional fees incurred	2016-05-31	$17,601
Was this plan covered by a fidelity bond	2016-05-31	Yes
Value of fidelity bond cover	2016-05-31	$500,000
If this is an individual account plan, was there a blackout period	2016-05-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-05-31	$0
Funding deficiency by the employer to the plan for this plan year	2016-05-31	$0
Minimum employer required contribution for this plan year	2016-05-31	$1,725,207
Amount contributed by the employer to the plan for this plan year	2016-05-31	$1,725,207
Were there any nonexempt tranactions with any party-in-interest	2016-05-31	No
Other income not declared elsewhere	2016-05-31	$85,000
Administrative expenses (other) incurred	2016-05-31	$4,020
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-05-31	No
Value of net income/loss	2016-05-31	$-702,709
Value of net assets at end of year (total assets less liabilities)	2016-05-31	$19,056,217
Value of net assets at beginning of year (total assets less liabilities)	2016-05-31	$19,758,926
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-05-31	No
Were any leases to which the plan was party in default or uncollectible	2016-05-31	No
Investment advisory and management fees	2016-05-31	$66,945
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-05-31	$15,151,077
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-05-31	$13,581,810
Value of interest in common/collective trusts at end of year	2016-05-31	$3,875,012
Value of interest in common/collective trusts at beginning of year	2016-05-31	$6,155,822
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-05-31	$30,128
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-05-31	$21,294
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-05-31	$21,294
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-05-31	$-705,880
Net investment gain or loss from common/collective trusts	2016-05-31	$-134,907
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-05-31	No
Was there a failure to transmit to the plan any participant contributions	2016-05-31	No
Has the plan failed to provide any benefit when due under the plan	2016-05-31	No
Contributions received in cash from employer	2016-05-31	$1,725,207
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-05-31	$1,650,504
Contract administrator fees	2016-05-31	$98,311
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-05-31	No
Did the plan have assets held for investment	2016-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-05-31	Disclaimer
Accountancy firm name	2016-05-31	BARNES WENDLING CPAS INC
Accountancy firm EIN	2016-05-31	341463411
2015 : INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL #3 PENSION PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-05-31	$3,187,921
Total of all expenses incurred	2015-05-31	$2,468,571
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-05-31	$2,281,103
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-05-31	$1,731,649
Value of total assets at end of year	2015-05-31	$19,758,926
Value of total assets at beginning of year	2015-05-31	$19,039,576
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-05-31	$187,468
Total dividends received (eg from common stock, registered investment company shares)	2015-05-31	$164,446
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-05-31	$164,446
Was this plan covered by a fidelity bond	2015-05-31	Yes
Value of fidelity bond cover	2015-05-31	$500,000
If this is an individual account plan, was there a blackout period	2015-05-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-05-31	$0
Funding deficiency by the employer to the plan for this plan year	2015-05-31	$0
Minimum employer required contribution for this plan year	2015-05-31	$1,692,345
Amount contributed by the employer to the plan for this plan year	2015-05-31	$1,692,345
Were there any nonexempt tranactions with any party-in-interest	2015-05-31	No
Income. Received or receivable in cash from other sources (including rollovers)	2015-05-31	$39,304
Other income not declared elsewhere	2015-05-31	$116,100
Administrative expenses (other) incurred	2015-05-31	$187,468
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-05-31	No
Value of net income/loss	2015-05-31	$719,350
Value of net assets at end of year (total assets less liabilities)	2015-05-31	$19,758,926
Value of net assets at beginning of year (total assets less liabilities)	2015-05-31	$19,039,576
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-05-31	No
Were any leases to which the plan was party in default or uncollectible	2015-05-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-05-31	$13,581,810
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-05-31	$15,772,966
Value of interest in common/collective trusts at end of year	2015-05-31	$6,155,822
Value of interest in common/collective trusts at beginning of year	2015-05-31	$3,263,698
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-05-31	$21,294
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-05-31	$2,912
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-05-31	$2,912
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-05-31	$900,938
Net investment gain or loss from common/collective trusts	2015-05-31	$274,788
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-05-31	No
Was there a failure to transmit to the plan any participant contributions	2015-05-31	No
Has the plan failed to provide any benefit when due under the plan	2015-05-31	No
Contributions received in cash from employer	2015-05-31	$1,692,345
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-05-31	$2,281,103
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-05-31	No
Did the plan have assets held for investment	2015-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-05-31	Disclaimer
Accountancy firm name	2015-05-31	BARNES WENDLING CPAS INC
Accountancy firm EIN	2015-05-31	341463411
2014 : INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL #3 PENSION PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-05-31	$3,825,310
Total of all expenses incurred	2014-05-31	$1,658,106
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-05-31	$1,570,978
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-05-31	$1,715,744
Value of total assets at end of year	2014-05-31	$19,039,576
Value of total assets at beginning of year	2014-05-31	$16,872,372
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-05-31	$87,128
Total dividends received (eg from common stock, registered investment company shares)	2014-05-31	$365,163
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-05-31	$365,163
Was this plan covered by a fidelity bond	2014-05-31	Yes
Value of fidelity bond cover	2014-05-31	$500,000
If this is an individual account plan, was there a blackout period	2014-05-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-05-31	$0
Funding deficiency by the employer to the plan for this plan year	2014-05-31	$0
Minimum employer required contribution for this plan year	2014-05-31	$1,715,744
Amount contributed by the employer to the plan for this plan year	2014-05-31	$1,715,744
Were there any nonexempt tranactions with any party-in-interest	2014-05-31	No
Administrative expenses (other) incurred	2014-05-31	$87,128
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-05-31	No
Value of net income/loss	2014-05-31	$2,167,204
Value of net assets at end of year (total assets less liabilities)	2014-05-31	$19,039,576
Value of net assets at beginning of year (total assets less liabilities)	2014-05-31	$16,872,372
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-05-31	No
Were any leases to which the plan was party in default or uncollectible	2014-05-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-05-31	$15,772,966
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-05-31	$11,488,238
Value of interest in common/collective trusts at end of year	2014-05-31	$3,263,698
Value of interest in common/collective trusts at beginning of year	2014-05-31	$5,377,658
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-05-31	$2,912
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-05-31	$6,476
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-05-31	$6,476
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-05-31	$1,629,810
Net investment gain or loss from common/collective trusts	2014-05-31	$114,593
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-05-31	No
Was there a failure to transmit to the plan any participant contributions	2014-05-31	No
Has the plan failed to provide any benefit when due under the plan	2014-05-31	No
Contributions received in cash from employer	2014-05-31	$1,715,744
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-05-31	$1,570,978
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-05-31	No
Did the plan have assets held for investment	2014-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-05-31	Disclaimer
Accountancy firm name	2014-05-31	BARNES WENDLING CPAS INC
Accountancy firm EIN	2014-05-31	341463411
2013 : INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL #3 PENSION PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-05-31	$3,704,244
Total of all expenses incurred	2013-05-31	$885,425
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-05-31	$804,503
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-05-31	$1,451,897
Value of total assets at end of year	2013-05-31	$16,872,372
Value of total assets at beginning of year	2013-05-31	$14,053,553
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-05-31	$80,922
Total dividends received (eg from common stock, registered investment company shares)	2013-05-31	$130,822
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-05-31	$130,822
Was this plan covered by a fidelity bond	2013-05-31	Yes
Value of fidelity bond cover	2013-05-31	$500,000
If this is an individual account plan, was there a blackout period	2013-05-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-05-31	$0
Funding deficiency by the employer to the plan for this plan year	2013-05-31	$0
Minimum employer required contribution for this plan year	2013-05-31	$1,451,897
Amount contributed by the employer to the plan for this plan year	2013-05-31	$1,451,897
Were there any nonexempt tranactions with any party-in-interest	2013-05-31	No
Administrative expenses (other) incurred	2013-05-31	$80,922
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-05-31	No
Value of net income/loss	2013-05-31	$2,818,819
Value of net assets at end of year (total assets less liabilities)	2013-05-31	$16,872,372
Value of net assets at beginning of year (total assets less liabilities)	2013-05-31	$14,053,553
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-05-31	No
Were any leases to which the plan was party in default or uncollectible	2013-05-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-05-31	$11,488,238
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-05-31	$9,653,513
Value of interest in common/collective trusts at end of year	2013-05-31	$5,377,658
Value of interest in common/collective trusts at beginning of year	2013-05-31	$4,397,128
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-05-31	$6,476
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-05-31	$2,912
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-05-31	$2,912
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-05-31	$1,783,841
Net investment gain or loss from common/collective trusts	2013-05-31	$337,684
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-05-31	No
Was there a failure to transmit to the plan any participant contributions	2013-05-31	No
Has the plan failed to provide any benefit when due under the plan	2013-05-31	No
Contributions received in cash from employer	2013-05-31	$1,451,897
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-05-31	$804,503
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-05-31	No
Did the plan have assets held for investment	2013-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-05-31	Disclaimer
Accountancy firm name	2013-05-31	BARNES WENDLING CPAS INC
Accountancy firm EIN	2013-05-31	341463411
2012 : INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL #3 PENSION PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-05-31	$1,108,914
Total of all expenses incurred	2012-05-31	$310,683
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-05-31	$219,692
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-05-31	$1,634,519
Value of total assets at end of year	2012-05-31	$14,053,553
Value of total assets at beginning of year	2012-05-31	$13,255,322
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-05-31	$90,991
Total dividends received (eg from common stock, registered investment company shares)	2012-05-31	$112,561
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-05-31	$112,561
Was this plan covered by a fidelity bond	2012-05-31	Yes
Value of fidelity bond cover	2012-05-31	$500,000
If this is an individual account plan, was there a blackout period	2012-05-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-05-31	$0
Funding deficiency by the employer to the plan for this plan year	2012-05-31	$0
Minimum employer required contribution for this plan year	2012-05-31	$1,634,519
Amount contributed by the employer to the plan for this plan year	2012-05-31	$1,634,519
Were there any nonexempt tranactions with any party-in-interest	2012-05-31	No
Administrative expenses (other) incurred	2012-05-31	$90,991
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-05-31	No
Value of net income/loss	2012-05-31	$798,231
Value of net assets at end of year (total assets less liabilities)	2012-05-31	$14,053,553
Value of net assets at beginning of year (total assets less liabilities)	2012-05-31	$13,255,322
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-05-31	No
Were any leases to which the plan was party in default or uncollectible	2012-05-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-05-31	$9,653,513
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-05-31	$8,972,019
Value of interest in common/collective trusts at end of year	2012-05-31	$4,397,128
Value of interest in common/collective trusts at beginning of year	2012-05-31	$4,280,392
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-05-31	$2,912
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-05-31	$2,911
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-05-31	$2,911
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-05-31	$-657,787
Net investment gain or loss from common/collective trusts	2012-05-31	$19,621
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-05-31	No
Was there a failure to transmit to the plan any participant contributions	2012-05-31	No
Has the plan failed to provide any benefit when due under the plan	2012-05-31	No
Contributions received in cash from employer	2012-05-31	$1,634,519
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-05-31	$219,692
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-05-31	No
Did the plan have assets held for investment	2012-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-05-31	Disclaimer
Accountancy firm name	2012-05-31	BARNES WENDLING CPAS INC
Accountancy firm EIN	2012-05-31	341463411
2011 : INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL #3 PENSION PLAN 2011 401k financial data
Total income from all sources (including contributions)	2011-05-31	$3,352,016
Total of all expenses incurred	2011-05-31	$2,003,683
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-05-31	$1,910,896
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-05-31	$1,325,202
Value of total assets at end of year	2011-05-31	$13,255,322
Value of total assets at beginning of year	2011-05-31	$11,906,989
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-05-31	$92,787
Total dividends received (eg from common stock, registered investment company shares)	2011-05-31	$151,081
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-05-31	$151,081
Was this plan covered by a fidelity bond	2011-05-31	Yes
Value of fidelity bond cover	2011-05-31	$500,000
If this is an individual account plan, was there a blackout period	2011-05-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-05-31	$0
Funding deficiency by the employer to the plan for this plan year	2011-05-31	$0
Minimum employer required contribution for this plan year	2011-05-31	$1,325,202
Amount contributed by the employer to the plan for this plan year	2011-05-31	$1,325,202
Were there any nonexempt tranactions with any party-in-interest	2011-05-31	No
Administrative expenses (other) incurred	2011-05-31	$92,787
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-05-31	No
Value of net income/loss	2011-05-31	$1,348,333
Value of net assets at end of year (total assets less liabilities)	2011-05-31	$13,255,322
Value of net assets at beginning of year (total assets less liabilities)	2011-05-31	$11,906,989
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-05-31	No
Were any leases to which the plan was party in default or uncollectible	2011-05-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-05-31	$8,972,019
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-05-31	$6,979,038
Value of interest in common/collective trusts at end of year	2011-05-31	$4,280,392
Value of interest in common/collective trusts at beginning of year	2011-05-31	$4,925,040
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-05-31	$2,911
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-05-31	$2,911
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-05-31	$2,911
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-05-31	$1,580,518
Net investment gain or loss from common/collective trusts	2011-05-31	$295,215
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-05-31	No
Was there a failure to transmit to the plan any participant contributions	2011-05-31	No
Has the plan failed to provide any benefit when due under the plan	2011-05-31	No
Contributions received in cash from employer	2011-05-31	$1,325,202
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-05-31	$1,910,896
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-05-31	No
Did the plan have assets held for investment	2011-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-05-31	Disclaimer
Accountancy firm name	2011-05-31	BARNES WENDLING CPAS INC
Accountancy firm EIN	2011-05-31	341463411
2010 : INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL #3 PENSION PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-05-31	$0
Funding deficiency by the employer to the plan for this plan year	2010-05-31	$0
Minimum employer required contribution for this plan year	2010-05-31	$1,286,047
Amount contributed by the employer to the plan for this plan year	2010-05-31	$1,286,047

Form 5500 Responses for INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL #3 PENSION PLAN

2022: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL #3 PENSION PLAN 2022 form 5500 responses
2022-06-01	Type of plan entity	Multi-employer plan
2022-06-01	Plan is a collectively bargained plan	Yes
2022-06-01	Plan funding arrangement – Insurance	Yes
2022-06-01	Plan funding arrangement – Trust	Yes
2022-06-01	Plan benefit arrangement – Insurance	Yes
2022-06-01	Plan benefit arrangement - Trust	Yes
2021: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL #3 PENSION PLAN 2021 form 5500 responses
2021-06-01	Type of plan entity	Multi-employer plan
2021-06-01	Plan is a collectively bargained plan	Yes
2021-06-01	Plan funding arrangement – Insurance	Yes
2021-06-01	Plan funding arrangement – Trust	Yes
2021-06-01	Plan benefit arrangement – Insurance	Yes
2021-06-01	Plan benefit arrangement - Trust	Yes
2020: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL #3 PENSION PLAN 2020 form 5500 responses
2020-06-01	Type of plan entity	Multi-employer plan
2020-06-01	Plan is a collectively bargained plan	Yes
2020-06-01	Plan funding arrangement – Insurance	Yes
2020-06-01	Plan funding arrangement – Trust	Yes
2020-06-01	Plan benefit arrangement – Insurance	Yes
2020-06-01	Plan benefit arrangement - Trust	Yes
2019: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL #3 PENSION PLAN 2019 form 5500 responses
2019-06-01	Type of plan entity	Multi-employer plan
2019-06-01	Plan is a collectively bargained plan	Yes
2019-06-01	Plan funding arrangement – Trust	Yes
2019-06-01	Plan benefit arrangement - Trust	Yes
2018: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL #3 PENSION PLAN 2018 form 5500 responses
2018-06-01	Type of plan entity	Multi-employer plan
2018-06-01	Plan is a collectively bargained plan	Yes
2018-06-01	Plan funding arrangement – Trust	Yes
2018-06-01	Plan benefit arrangement - Trust	Yes
2017: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL #3 PENSION PLAN 2017 form 5500 responses
2017-06-01	Type of plan entity	Multi-employer plan
2017-06-01	Plan is a collectively bargained plan	Yes
2017-06-01	Plan funding arrangement – Trust	Yes
2017-06-01	Plan benefit arrangement - Trust	Yes
2016: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL #3 PENSION PLAN 2016 form 5500 responses
2016-06-01	Type of plan entity	Multi-employer plan
2016-06-01	Plan is a collectively bargained plan	Yes
2016-06-01	Plan funding arrangement – Trust	Yes
2016-06-01	Plan benefit arrangement - Trust	Yes
2015: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL #3 PENSION PLAN 2015 form 5500 responses
2015-06-01	Type of plan entity	Multi-employer plan
2015-06-01	Plan is a collectively bargained plan	Yes
2015-06-01	Plan funding arrangement – Trust	Yes
2015-06-01	Plan benefit arrangement - Trust	Yes
2014: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL #3 PENSION PLAN 2014 form 5500 responses
2014-06-01	Type of plan entity	Multi-employer plan
2014-06-01	Plan is a collectively bargained plan	Yes
2014-06-01	Plan funding arrangement – Trust	Yes
2014-06-01	Plan benefit arrangement - Trust	Yes
2013: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL #3 PENSION PLAN 2013 form 5500 responses
2013-06-01	Type of plan entity	Multi-employer plan
2013-06-01	Plan is a collectively bargained plan	Yes
2013-06-01	Plan funding arrangement – Trust	Yes
2013-06-01	Plan benefit arrangement - Trust	Yes
2012: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL #3 PENSION PLAN 2012 form 5500 responses
2012-06-01	Type of plan entity	Multi-employer plan
2012-06-01	Plan is a collectively bargained plan	Yes
2012-06-01	Plan funding arrangement – Trust	Yes
2012-06-01	Plan benefit arrangement - Trust	Yes
2011: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL #3 PENSION PLAN 2011 form 5500 responses
2011-06-01	Type of plan entity	Multi-employer plan
2011-06-01	Plan is a collectively bargained plan	Yes
2011-06-01	Plan funding arrangement – Trust	Yes
2011-06-01	Plan benefit arrangement - Trust	Yes
2009: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL #3 PENSION PLAN 2009 form 5500 responses
2009-06-01	Type of plan entity	Mulitple employer plan
2009-06-01	Plan is a collectively bargained plan	Yes
2009-06-01	Plan funding arrangement – Trust	Yes
2009-06-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

UN62037

Policy instance

Insurance contract or identification number	UN62037
Number of Individuals Covered	245
Insurance policy start date	2022-06-01
Insurance policy end date	2023-05-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

UN62037

Policy instance

Insurance contract or identification number	UN62037
Number of Individuals Covered	204
Insurance policy start date	2021-06-01
Insurance policy end date	2022-05-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

UN62037

Policy instance

Insurance contract or identification number	UN62037
Number of Individuals Covered	204
Insurance policy start date	2021-01-28
Insurance policy end date	2021-05-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	INTERNATIONAL ASSOC OF HEAT AND FROST INSULATORS & ALLIED WORKERS
Employer identification number (EIN):	341311911
NAIC Classification:	813930
NAIC Description:	Labor Unions and Similar Labor Organizations