2023 Form 5500 filing — International Union Of Journeymen And Allied Trades 401(K) Retirement 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 20241009135132NAL0009283923002) for International Union Of Journeymen And Allied Trades 401(K) Retirement Plan, reported by Board Of Trustees Of Iujat 401k Retirement Trust under EIN 20-5201401 and plan number 001. It reports 7,477 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009135132NAL0009283923002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Iujat 401k Retirement Trust
- EIN
- 20-5201401
- Plan number
- 001
- Location
- Danbury, CT
- Participants
- 7,477
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $111,671,515
- Net assets (EOY)
- $111,671,515
- Employer contributions
- $7,128,287
- Participant contributions
- $10,696,819
- Total income / additions
- $34,300,916
- Benefits paid
- $8,587,276
- Administrative expenses
- $470,782
- Total expenses
- $9,058,058
- Net increase / (decrease)
- $25,242,858
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Int'L Union Of Journeymen & Allied | NONE | $430,000 | not reported in the loaded dataset |
| Milliman | NONE | $25,000 | not reported in the loaded dataset |
| Empower Annuity Insurance Co. | NONE | $15,722 | $0 |