2023 Form 5500 filing — Iata U.S. Group Retirement 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 20240723123125NAL0011729297001) for Iata U.S. Group Retirement Plan, reported by Iata Regional Office For The Americas under EIN 13-1788875 and plan number 002. It reports 149 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$24.5MReported net assets$24,548,309
Participants149
Provider compensation$76.6K2 Schedule C row(s)$76,622
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240723123125NAL0011729297001
Plan sponsor
Iata Regional Office For The Americas
EIN
13-1788875
Plan number
002
Location
Miami, FL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$24.5M total assets
Net assets$24.5MLiabilities$0
Money in vs. money out
Total income / additions$4.9M
Total expenses$1M
Benefits paid / distributions$1M
Contributions
Employer$721.6K
Participant$746.7K
Full reported line items
Total assets (EOY)
$24,548,309
Total liabilities (EOY)
$0
Net assets (EOY)
$24,548,309
Employer contributions
$721,605
Participant contributions
$746,723
Total income / additions
$4,912,518
Benefits paid
$1,002,559
Administrative expenses
-$17,137
Total expenses
$1,013,997
Net increase / (decrease)
$3,898,521
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $75K · Indirect $0
  2. 2
    INVESTMENT MGMT · Direct $1.6K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240723123125NAL0011729297001 cover?
It is the 2023 Form 5500 filing for Iata U.S. Group Retirement Plan, reported by Iata Regional Office For The Americas (EIN 13-1788875).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages