2023 Form 5500 filing — I A T S E Local 764 401k Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240603123600NAL0018166625001) for I A T S E Local 764 401k Plan, reported by Board Of Trustees Of The Iatse Local 764 401k Plan under EIN 13-4140534 and plan number 004. It reports 1,933 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240603123600NAL0018166625001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of The Iatse Local 764 401k Plan
- EIN
- 13-4140534
- Plan number
- 004
- Location
- New York, NY
- Participants
- 1,933
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $84,055,711
- Total liabilities (EOY)
- $49,544
- Net assets (EOY)
- $84,006,167
- Participant contributions
- $5,193,372
- Total income / additions
- $18,063,749
- Benefits paid
- $4,020,107
- Administrative expenses
- $176,944
- Total expenses
- $4,312,979
- Net increase / (decrease)
- $13,750,770
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Life & Annuity Insurance Co | NONE | $96,788 | $0 |
| Schultheis & Panettieri, Llp | AUDITOR | $24,000 | not reported in the loaded dataset |
| Spivak Lipton, Llp | ATTORNEY | $20,781 | not reported in the loaded dataset |
| Reynolds Consulting Services LLC | NONE | $13,750 | not reported in the loaded dataset |