2023 Form 5500 filing — Pension Fund Of Local 11, Iatse
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 20250616125946NAL0000482083001) for Pension Fund Of Local 11, Iatse, reported by Iatse Local 11, Pension Fund under EIN 04-6211188 and plan number 001. It reports 435 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250616125946NAL0000482083001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Iatse Local 11, Pension Fund
- EIN
- 04-6211188
- Plan number
- 001
- Location
- South Boston, MA
- Participants
- 435
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $63,847,543
- Net assets (EOY)
- $63,847,543
- Employer contributions
- $2,632,723
- Total income / additions
- $9,382,707
- Benefits paid
- $2,253,361
- Administrative expenses
- $475,414
- Total expenses
- $2,728,775
- Net increase / (decrease)
- $6,653,932
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Boston Trust And Inv Mgmt Co | PARTY IN INTEREST | $263,789 | not reported in the loaded dataset |
| The Segal Company | NONE | $73,500 | not reported in the loaded dataset |
| D'Arcangelo & Co. | NONE | $17,500 | not reported in the loaded dataset |
| Schultheis & Panettieri Llp | NONE | $5,751 | $0 |