2023 Form 5500 filing — Iatse Local 17 Health And Welfare Insurance Trust

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 20241012131743NAL0013331315002) for Iatse Local 17 Health And Welfare Insurance Trust, reported by Iatse Local 17 Health & Welfare Insurance Trust Fund under EIN 31-1110073 and plan number 501. It reports 132 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)$2.3MReported net assets$2,303,294
Participants132
Provider compensation$11.4K1 Schedule C row(s)$11,365
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241012131743NAL0013331315002
Plan sponsor
Iatse Local 17 Health & Welfare Insurance Trust Fund
EIN
31-1110073
Plan number
501
Location
Louisville, KY
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)$2.3M total assets
Net assets$2.3MLiabilities
Money in vs. money out
Total income / additions$1.2M
Total expenses$514.1K
Benefits paid / distributions$494.2K
Contributions
Employer$991.9K
Participant$128.3K
Full reported line items
Total assets (EOY)
$2,303,294
Net assets (EOY)
$2,303,294
Employer contributions
$991,873
Participant contributions
$128,335
Total income / additions
$1,170,701
Benefits paid
$494,168
Administrative expenses
$19,890
Total expenses
$514,058
Net increase / (decrease)
$656,643
Schedule C

Reported service provider compensation

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

  1. 1
    AUDITOR · Direct $11.4K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241012131743NAL0013331315002 cover?
It is the 2023 Form 5500 filing for Iatse Local 17 Health And Welfare Insurance Trust, reported by Iatse Local 17 Health & Welfare Insurance Trust Fund (EIN 31-1110073).
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).

Related Form 5500 pages