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  2. Heat & Frost Insulators & Asbestos Workers Local Union 38
  • Retirement analytics
  • Plan summaries
  • Retirement plans

Filings through Oct 24, 2026.

Heat & Frost Insulators & Asbestos Workers Local Union 38

EIN 23-6283938-construction-Latest filing 2025
Plans
2
Retirement
2
$51.3M assets
Health & Benefits
0
Participants
674
315-317 NORTH WASHINGTON STREET - WILKES-BARRE, PA 18705570-829-0634LinkedIn51-200 employeesconstruction
Plans on this EIN
2 filings
#002Money purchase-$27.4M - 517 part#001Traditional DB-$23.9M - 157 part

Retirement portfolio analytics

2 plans aggregated / $51.3M assets / 674 participants

Assets by plan

Share of aggregate retirement assets

  • INVESTMENT ACCOUNT PLAN (#002)$27.4M
  • 38 RETIREMENT PLAN (#001)$23.9M
Total $51.3MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • ALERUS FINANCIAL, N.A.$27.4M
  • (Not disclosed)$23.9M
Total $51.3MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • INVESTMENT ACCOUNT PLAN (#002)517
  • 38 RETIREMENT PLAN (#001)157
Total 674Select a row to open it

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

HEAT & FROST INSULATORS & ASBESTOS WORKERS LCL 38 RETIREMENT INVESTMENT ACCOUNT PLAN

Money purchase

Assets$27.4M
Participants517
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

HEAT & FROST INSULATORS & ASBESTOS WORKERS LOCAL 38 RETIREMENT PLAN

Traditional DB

Assets$23.9M
Participants157
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002HEAT & FROST INSULATORS & ASBESTOS WORKERS LCL 38 RETIREMENT INVESTMENT ACCOUNT PLANMoney purchase$27.4M5172025
#001HEAT & FROST INSULATORS & ASBESTOS WORKERS LOCAL 38 RETIREMENT PLANTraditional DB$23.9M1572025
  • HEAT & FROST INSULATORS & ASBESTOS WORKERS LCL 38 RETIREMENT INVESTMENT ACCOUNT PLAN$27.4M
    #002 · Money purchase · 2025517
  • HEAT & FROST INSULATORS & ASBESTOS WORKERS LOCAL 38 RETIREMENT PLAN$23.9M
    #001 · Traditional DB · 2025157
Retirement plans
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