2023 Form 5500 filing — I.A.T.S.E. Local 13 Retirement Plan & 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 20241015143611NAL0049950400003) for I.A.T.S.E. Local 13 Retirement Plan & Trust, reported by Trustees Of I.A.T.S.E. Local 13 Retirement Plan & Trust under EIN 41-1735205 and plan number 001. It reports 1,269 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)$24.4MReported net assets$24,354,470

Participants1.3K1,269

Provider compensation$245.4K4 Schedule C row(s)$245,407

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241015143611NAL0049950400003
Plan sponsor: Trustees Of I.A.T.S.E. Local 13 Retirement Plan & Trust
EIN: 41-1735205
Plan number: 001
Location: Mendota Heights, MN
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)$24.4M total assets

Net assets$24.4MLiabilities—

Money in vs. money out

Total income / additions$5.2M

Total expenses$3.9M

Benefits paid / distributions$3.7M

Contributions

Employer$977.3K

Participant$590.5K

Full reported line items

Total assets (EOY): $24,354,470
Net assets (EOY): $24,354,470
Employer contributions: $977,265
Participant contributions: $590,544
Total income / additions: $5,174,097
Benefits paid: $3,663,577
Administrative expenses: $259,178
Total expenses: $3,922,755
Net increase / (decrease): $1,251,342

Schedule C

Reported service provider compensation

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

1
Zenith American Solutions$132.2K
NONE · Direct $132.2K
2
Empower Annuity Ins Co Of America$44.1K
NONE · Direct $44.1K · Indirect $0
3
Ubs Financial Services$41.9K
NONE · Direct $41.9K
4
Legacy Professionals Llp$27.2K
NONE · Direct $27.2K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015143611NAL0049950400003 cover?: It is the 2023 Form 5500 filing for I.A.T.S.E. Local 13 Retirement Plan & Trust, reported by Trustees Of I.A.T.S.E. Local 13 Retirement Plan & Trust (EIN 41-1735205).
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).