2023 Form 5500 filing — Iatse Local 66 Pension 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 20241007081647NAL0014924017001) for Iatse Local 66 Pension Plan, reported by Iatse Local 66 Pension Plan under EIN 31-0952717 and plan number 001. It reports 42 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 1 · 2023

Filing snapshot

Net assets (EOY)$2.7MReported net assets$2,689,661
Participants42
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241007081647NAL0014924017001
Plan sponsor
Iatse Local 66 Pension Plan
EIN
31-0952717
Plan number
001
Location
Dayton, OH
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 I · 2023

Reported financial snapshot

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

Reported balance (end of year)$2.7M total assets
Net assets$2.7MLiabilities
Money in vs. money out
Total income / additions$509.4K
Total expenses$465K
Benefits paid / distributions$441.2K
Contributions
Employer$136.9K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$2,689,661
Net assets (EOY)
$2,689,661
Employer contributions
$136,922
Total income / additions
$509,415
Benefits paid
$441,213
Administrative expenses
$23,815
Total expenses
$465,028
Net increase / (decrease)
$44,387

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241007081647NAL0014924017001 cover?
It is the 2023 Form 5500 filing for Iatse Local 66 Pension Plan, reported by Iatse Local 66 Pension Plan (EIN 31-0952717).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages