2023 Form 5500 filing — Iatse Local No. 30 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 20250319100758NAL0004748993001) for Iatse Local No. 30 Pension Plan, reported by Trustees Of Iatse Local No. 30 under EIN 35-1543615 and plan number 001. It reports 299 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250319100758NAL0004748993001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Iatse Local No. 30
- EIN
- 35-1543615
- Plan number
- 001
- Location
- Indianapolis, IN
- Participants
- 299
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,730,334
- Total liabilities (EOY)
- $12,784
- Net assets (EOY)
- $11,717,550
- Employer contributions
- $967,380
- Total income / additions
- $2,657,957
- Benefits paid
- $648,407
- Administrative expenses
- $162,656
- Total expenses
- $811,063
- Net increase / (decrease)
- $1,846,894
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rw Baird | NONE | $72,523 | not reported in the loaded dataset |
| United Actuarial Services, Inc. | NONE | $32,300 | not reported in the loaded dataset |
| Cliftonlarsonallen, Llp | NONE | $25,200 | not reported in the loaded dataset |
| Ledbetter Parisi LLC | NONE | $8,630 | not reported in the loaded dataset |