2023 Form 5500 filing — I.A.T.S.E. Local 30 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 20241004154820NAL0006821795001) for I.A.T.S.E. Local 30 Health & Welfare Fund, reported by I.A.T.S.E. Local 30 Health & Welfare Fund under EIN 35-1500522 and plan number 501. It reports 117 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)$2.2MReported net assets$2,163,809

Participants117

Provider compensation$88.7K3 Schedule C row(s)$88,678

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241004154820NAL0006821795001
Plan sponsor: I.A.T.S.E. Local 30 Health & Welfare Fund
EIN: 35-1500522
Plan number: 501
Location: Indianapolis, IN
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)$2.4M total assets

Net assets$2.2MLiabilities$192.1K

Money in vs. money out

Total income / additions$1.5M

Total expenses$854.9K

Benefits paid / distributions$812.6K

Contributions

Employer$1.3M

Participant$169K

Full reported line items

Total assets (EOY): $2,355,935
Total liabilities (EOY): $192,126
Net assets (EOY): $2,163,809
Employer contributions: $1,290,469
Participant contributions: $169,011
Total income / additions: $1,509,129
Benefits paid: $812,637
Administrative expenses: $42,293
Total expenses: $854,930
Net increase / (decrease): $654,199

Schedule C

Reported service provider compensation

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

1
Franciscan St Francis Health$51.1K
NONE · Direct $51.1K
2
Cliftonlarsonallen Llp$19.3K
NONE · Direct $19.3K
3
I.A.T.S.E. Local No. 30$18.3K
PARTICIPATING EMPLOYER · Direct $18.3K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241004154820NAL0006821795001 cover?: It is the 2023 Form 5500 filing for I.A.T.S.E. Local 30 Health & Welfare Fund, reported by I.A.T.S.E. Local 30 Health & Welfare Fund (EIN 35-1500522).
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).