2023 Form 5500 filing — I.A.T.S.E. Local No. 31 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 20240903124551NAL0038846018001) for I.A.T.S.E. Local No. 31 Retirement Plan, reported by I.A.T.S.E. Local No. 31 under EIN 44-0459340 and plan number 001. It reports 226 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 1 · 2023
Filing snapshot
Net assets (EOY)$11.9MReported net assets$11,948,232
Participants226
Provider compensation$91.2K4 Schedule C row(s)$91,200
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240903124551NAL0038846018001
- Plan sponsor
- I.A.T.S.E. Local No. 31
- EIN
- 44-0459340
- Plan number
- 001
- Location
- Kansas City, MO
- Received date
- not reported in the loaded dataset
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)$11.9M total assets
Net assets$11.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $11,948,232
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,948,232
- Employer contributions
- $898,533
- Total income / additions
- $2,185,157
- Benefits paid
- $977,265
- Administrative expenses
- $99,688
- Total expenses
- $1,076,953
- Net increase / (decrease)
- $1,108,204
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cook Street Consulting, Inc. | NONE | $29,964 | not reported in the loaded dataset |
| Cbiz | NONE | $24,560 | not reported in the loaded dataset |
| Deboer & Associates, P.C. | NONE | $18,500 | not reported in the loaded dataset |
| Us Bank | NONE | $18,176 | $0 |