2023 Form 5500 filing — I.A.T.S.E. Atlanta Health & Welfare 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 20250915184450NAL0001260881003) for I.A.T.S.E. Atlanta Health & Welfare Fund, reported by Iatse Atlanta Health And Welfare Fund under EIN 58-2002528 and plan number 501. It reports 293 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250915184450NAL0001260881003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Iatse Atlanta Health And Welfare Fund
- EIN
- 58-2002528
- Plan number
- 501
- Location
- Cordova, TN
- Participants
- 293
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,203,285
- Total liabilities (EOY)
- $77,010
- Net assets (EOY)
- $1,126,275
- Employer contributions
- $1,008,222
- Total income / additions
- $1,051,068
- Benefits paid
- $801,218
- Administrative expenses
- $48,509
- Total expenses
- $849,727
- Net increase / (decrease)
- $201,341
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Jenkins & Associates | CONTRACT ADMINIST | $25,872 | not reported in the loaded dataset |
| Steven D. Eisenberg Cpa,Pa | AUDITOR | $10,613 | not reported in the loaded dataset |
| Administrative Consulting Services | CONTRACT ADMINIST | $7,800 | not reported in the loaded dataset |