2023 Form 5500 filing — I.A.T.S.E. Local 16 Pension 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 20241015174306NAL0049185200001) for I.A.T.S.E. Local 16 Pension Plan, reported by I.A.T.S.E. Local 16 Pension Plan Trustees under EIN 94-6296420 and plan number 001. It reports 4,127 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015174306NAL0049185200001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- I.A.T.S.E. Local 16 Pension Plan Trustees
- EIN
- 94-6296420
- Plan number
- 001
- Location
- Pleasanton, CA
- Participants
- 4,127
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $269,937,959
- Total liabilities (EOY)
- $2,420,301
- Net assets (EOY)
- $267,517,658
- Employer contributions
- $11,106,395
- Total income / additions
- $31,963,981
- Benefits paid
- $17,762,355
- Administrative expenses
- $1,307,215
- Total expenses
- $19,069,570
- Net increase / (decrease)
- $12,894,411
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benesys, Inc. | NONE | $238,593 | not reported in the loaded dataset |
| Invesco Advisers, Inc. | NONE | $149,069 | not reported in the loaded dataset |
| Rael And Letson | NONE | $141,090 | not reported in the loaded dataset |
| Verus Advisory, Inc. | NONE | $130,000 | not reported in the loaded dataset |
| Withumsmith+Brown, P.C. | NONE | $123,260 | not reported in the loaded dataset |
| Weinberg, Roger, And Rosenfeld | NONE | $75,022 | not reported in the loaded dataset |
| Cim Group | NONE | $28,125 | $0 |
| American Realty Advisors, LLC | NONE | $28,125 | $0 |
| Amalgamated Bank | NONE | $24,507 | $0 |
| Smart Source, LLC | NONE | $22,868 | not reported in the loaded dataset |
| Wells Fargo Bank | NONE | $15,338 | not reported in the loaded dataset |
| Loomis Sayles & Co., Lp | NONE | $13,530 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $7,581 | not reported in the loaded dataset |
| Union Insurance Group | NONE | $0 | $5,367 |
| Brown Audio Visual Services | NONE | $5,011 | not reported in the loaded dataset |