2023 Form 5500 filing — I.A.T.S.E. Annuity 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 20241004151539NAL0006795475001) for I.A.T.S.E. Annuity Fund, reported by Board Of Trustees I.A.T.S.E. Annuity Fund under EIN 13-3088691 and plan number 001. It reports 96,717 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004151539NAL0006795475001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees I.A.T.S.E. Annuity Fund
- EIN
- 13-3088691
- Plan number
- 001
- Location
- New York, NY
- Participants
- 96,717
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,278,924,209
- Total liabilities (EOY)
- $84,708
- Net assets (EOY)
- $1,278,839,501
- Employer contributions
- $73,097,698
- Participant contributions
- $8,250,310
- Total income / additions
- $226,929,502
- Benefits paid
- $86,661,470
- Administrative expenses
- $6,892,081
- Total expenses
- $93,553,551
- Net increase / (decrease)
- $133,375,951
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | NONE | $3,134,670 | $0 |
| Spivak Lipton Llp | ATTORNEY | $193,716 | not reported in the loaded dataset |
| Proskauer Rose Llp | ATTORNEY | $168,849 | not reported in the loaded dataset |
| Meketa Investment Group Inc. | NONE | $63,345 | not reported in the loaded dataset |
| Schultheis & Panettieri, Llp | ACCOUNTANT | $62,000 | not reported in the loaded dataset |