2023 Form 5500 filing — I.A.T.S.E. Local 504 Health And Welfare 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 20250409182505NAL0011137587001) for I.A.T.S.E. Local 504 Health And Welfare Trust Fund, reported by Board Of Trustees, I.A.T.S.E. Local 504 Health under EIN 95-6100367 and plan number 501. It reports 61 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250409182505NAL0011137587001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, I.A.T.S.E. Local 504 Health
- EIN
- 95-6100367
- Plan number
- 501
- Location
- Los Angeles, CA
- Participants
- 61
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,607,574
- Total liabilities (EOY)
- $1,073,512
- Net assets (EOY)
- $2,534,062
- Employer contributions
- $1,785,758
- Total income / additions
- $1,890,986
- Benefits paid
- $1,371,419
- Administrative expenses
- $166,100
- Total expenses
- $1,537,519
- Net increase / (decrease)
- $353,467
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefit Programs Administration | NONE | $61,646 | not reported in the loaded dataset |
| Rael Letson | NONE | $28,872 | not reported in the loaded dataset |
| The Wagner Law Group | NONE | $17,163 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $14,700 | not reported in the loaded dataset |
| Michael Surowitz Compliance Vertifi | NONE | $9,192 | not reported in the loaded dataset |