2023 Form 5500 filing — I.A.T.S.E. Local No. 33 Pension Trust 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 20241008195514NAL0010039235001) for I.A.T.S.E. Local No. 33 Pension Trust Fund, reported by Board Of Trustees, I.A.T.S.E. Local No. 33 Pension under EIN 95-6377503 and plan number 001. It reports 2,156 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008195514NAL0010039235001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, I.A.T.S.E. Local No. 33 Pension
- EIN
- 95-6377503
- Plan number
- 001
- Location
- Los Angeles, CA
- Participants
- 2,156
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $228,054,543
- Total liabilities (EOY)
- $186,130
- Net assets (EOY)
- $227,868,413
- Employer contributions
- $11,958,460
- Total income / additions
- $38,766,327
- Benefits paid
- $28,286,449
- Administrative expenses
- $1,281,140
- Total expenses
- $29,567,589
- Net increase / (decrease)
- $9,198,738
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefit Programs Administration | NONE | $256,910 | $0 |
| Buchalter | NONE | $160,515 | $0 |
| The Northern Trust Co. | NONE | $150,040 | $0 |
| Meketa Investment Group | NONE | $122,991 | $0 |
| Morgan Stanley | NONE | $97,549 | $0 |
| Gilbert & Sackman | NONE | $67,903 | $0 |
| Milliman | NONE | $60,212 | $0 |
| Miller Kaplan Arase Llp | NONE | $50,970 | $0 |
| Loomis, Sayles & Company, Lp | NONE | $34,755 | $0 |
| Heitman Real Estate Securities LLC | NONE | $23,270 | $0 |
| Berry & Co., Cpas | NONE | $10,164 | $0 |
| Us Bank National Association | NONE | $5,913 | $0 |