2023 Form 5500 filing — I.A.T.S.E. National Health & Welfare Fund
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 20241004124128NAL0019633616001) for I.A.T.S.E. National Health & Welfare Fund, reported by Board Of Trustees I.A.T.S.E. National Health & Welfare Fund under EIN 23-7333434 and plan number 501. It reports 36,275 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004124128NAL0019633616001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees I.A.T.S.E. National Health & Welfare Fund
- EIN
- 23-7333434
- Plan number
- 501
- Location
- New York, NY
- Participants
- 36,275
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $958,084,636
- Total liabilities (EOY)
- $52,232,743
- Net assets (EOY)
- $905,851,893
- Employer contributions
- $277,954,552
- Participant contributions
- $15,805,375
- Total income / additions
- $372,797,444
- Benefits paid
- $355,570,387
- Administrative expenses
- $14,868,895
- Total expenses
- $370,439,282
- Net increase / (decrease)
- $2,358,162
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empire Healthchoice Assurance Inc. | NONE | $13,720,440 | not reported in the loaded dataset |
| Delta Dental Of New York | NONE | $703,063 | not reported in the loaded dataset |
| Kelly Press Inc. | PRINTER & COPIER | $417,883 | not reported in the loaded dataset |
| The Segal Company Inc. | NONE | $282,918 | $114,720 |
| Wells Fargo Bank | NONE | $314,022 | not reported in the loaded dataset |
| Spivak Lipton Llp | ATTORNEY | $280,479 | not reported in the loaded dataset |
| Triple S Salud Inc. | NONE | $226,698 | not reported in the loaded dataset |
| State Street Global Advisors | NONE | $219,267 | $0 |
| Proskauer Rose Llp | ATTORNEY | $210,929 | not reported in the loaded dataset |
| Schultheis & Panettieri Llp | ACCOUNTANT | $113,000 | not reported in the loaded dataset |
| Meketa Investment Group Inc. | NONE | $43,262 | not reported in the loaded dataset |
| Klik Technologies | NONE | $12,101 | not reported in the loaded dataset |
| Syntonic Systems Inc. | NONE | $12,000 | not reported in the loaded dataset |
| David Tykulsker & Associates | NONE | $7,340 | not reported in the loaded dataset |