2023 Form 5500 filing — National I.A.M. Benefit 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 20241010055412NAL0019655441001) for National I.A.M. Benefit Trust Fund, reported by Board Of Trustees Of The National I.A.M. Benefit Trust Fund under EIN 36-6562520 and plan number 501. It reports 13,107 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010055412NAL0019655441001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of The National I.A.M. Benefit Trust Fund
- EIN
- 36-6562520
- Plan number
- 501
- Location
- Washington, DC
- Participants
- 13,107
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $95,251,772
- Total liabilities (EOY)
- $16,477,977
- Net assets (EOY)
- $78,773,795
- Employer contributions
- $123,795,517
- Participant contributions
- $626,124
- Total income / additions
- $133,684,839
- Benefits paid
- $123,405,933
- Administrative expenses
- $12,946,683
- Total expenses
- $136,352,616
- Net increase / (decrease)
- -$2,667,777
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Vitech Systems Group | NONE | $5,740,225 | not reported in the loaded dataset |
| Cigna | NONE | $4,382,207 | $0 |
| Iam National Pension Fund | RELATED BENEFIT FUND | $1,632,569 | not reported in the loaded dataset |
| Linea Solutions | NONE | $1,227,865 | not reported in the loaded dataset |
| Delta Dental | NONE | $355,286 | not reported in the loaded dataset |
| Caremark | not reported in the loaded dataset | $339,002 | not reported in the loaded dataset |
| Comprehensive Healthcare Systems | NONE | $232,089 | not reported in the loaded dataset |
| Managed Business Solutions LLC | NONE | $206,963 | not reported in the loaded dataset |
| Withum Smith & Brown Pc | NONE | $178,192 | not reported in the loaded dataset |
| Karen Brown | EMPLOYEE | $160,753 | not reported in the loaded dataset |
| The Segal Company | NONE | $153,541 | not reported in the loaded dataset |
| Evernorth Behavorial Health Inc | NONE | $125,699 | $0 |
| Invesco Advisers Inc | NONE | $113,824 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $102,501 | not reported in the loaded dataset |
| Monica Fauntleroy | EMPLOYEE | $101,179 | not reported in the loaded dataset |
| Devika Mathur | EMPLOYEE | $92,339 | not reported in the loaded dataset |
| Frederick Ross | EMPLOYEE | $91,570 | not reported in the loaded dataset |
| Tonya Y Blake | EMPLOYEE | $86,617 | not reported in the loaded dataset |
| Stephanie Ross | EMPLOYEE | $81,577 | not reported in the loaded dataset |
| Chandra Williams | EMPLOYEE | $80,223 | not reported in the loaded dataset |
| Carleen Anderson-Gerald | EMPLOYEE | $80,126 | not reported in the loaded dataset |
| Income Research & Management | NONE | $71,147 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $70,000 | not reported in the loaded dataset |
| Proskauer Rose Llp | NONE | $63,569 | not reported in the loaded dataset |
| Olayinka Oduntan | EMPLOYEE | $60,487 | not reported in the loaded dataset |
| Tania Peterson | EMPLOYEE | $53,228 | not reported in the loaded dataset |
| Natasha Shelton | EMPLOYEE | $50,805 | not reported in the loaded dataset |
| Slevin & Hart Pc | NONE | $50,702 | not reported in the loaded dataset |
| Crystal L Bryant | EMPLOYEE | $46,425 | not reported in the loaded dataset |
| Velvet Drayton | EMPLOYEE | $41,834 | not reported in the loaded dataset |
| Alexander Rogers | EMPLOYEE | $41,038 | not reported in the loaded dataset |
| Demetrice Oxley | EMPLOYEE | $34,890 | not reported in the loaded dataset |
| James Tierney | EMPLOYEE | $29,615 | not reported in the loaded dataset |
| Eyemed | not reported in the loaded dataset | $25,593 | not reported in the loaded dataset |
| Doyle Printing & Offsett Co Inc | NONE | $22,987 | not reported in the loaded dataset |
| Part D Advisors | NONE | $12,000 | not reported in the loaded dataset |
| State Street Bank And Trust Company | NONE | $10,000 | $0 |
| Mark Consulting | NONE | $9,731 | not reported in the loaded dataset |
| Paycom Payroll LLC | NONE | $9,542 | not reported in the loaded dataset |
| Segal Select Insurance Services Inc | NONE | $0 | $9,479 |
| Alexander Weiss Consulting, LLC | NONE | $6,338 | not reported in the loaded dataset |