Plan5500

Board Of Trustees I.A.T.S.E. Annuity Fund — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Board Of Trustees I.A.T.S.E. Annuity Fund (EIN 13-3088691) is a plan sponsor located in New York, NY with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
13-3088691
Location
New York, NY
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Board Of Trustees I.A.T.S.E. Annuity Fund

  • 1 loaded plans hold $1.3B in reported assets.
  • The largest, I.A.T.S.E. Annuity Fund, holds 100% of this company's reported plan assets.
  • Plans cover 96,717 reported participants.
  • 1 of 1 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$1.3BSummed across loaded plans$1,278,839,501
Total reported assets$1.3B$1,278,924,209
Total reported participants96.7K96,717
Total reported liabilities$84.7K$84,708

Reported net position

Reported assets = net assets + liabilities (summed)$1.3B total assets
Net assets$1.3BLiabilities$84.7K
Contributions & income
Employer contributions$73.1M
Participant contributions$8.3M
Total income / additions$226.9M
Expenses & distributions
Benefits paid / distributions$86.7M
Total expenses$93.6M
Net increase / (decrease)$133.4M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%I.A.T.S.E. Annuity Fund
Participants per plan96,717Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    I.A.T.S.E. Annuity Fund$1.3B
    Plan #001 · 96,717 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Board Of Trustees I.A.T.S.E. Annuity Fund. Open one for its full reported snapshot.

  1. 2023
    I.A.T.S.E. Annuity Fund96,717 participants · 1Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Board Of Trustees I.A.T.S.E. Annuity Fund report on Form 5500?
Board Of Trustees I.A.T.S.E. Annuity Fund (EIN 13-3088691) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Board Of Trustees I.A.T.S.E. Annuity Fund?
The Employer Identification Number (EIN) reported for Board Of Trustees I.A.T.S.E. Annuity Fund is 13-3088691.
What is the latest Form 5500 filing year for Board Of Trustees I.A.T.S.E. Annuity Fund?
The latest loaded Form 5500 filing year for Board Of Trustees I.A.T.S.E. Annuity Fund is 2023.

Related Form 5500 pages