2023 Form 5500 filing — I.A.T.S.E. Local Union No 51 Defined Contribution 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 20251211110112NAL0007224560001) for I.A.T.S.E. Local Union No 51 Defined Contribution Pension Plan, reported by I.A.T.S.E. Local Union No 51 under EIN 74-1389651 and plan number 001. It reports 665 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 1 · 2023

Filing snapshot

Net assets (EOY)$18.7MReported net assets$18,653,185
Participants665
Provider compensation$133.7K4 Schedule C row(s)$133,717
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20251211110112NAL0007224560001
Plan sponsor
I.A.T.S.E. Local Union No 51
EIN
74-1389651
Plan number
001
Location
Houston, TX
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$18.7M total assets
Net assets$18.7MLiabilities$1.9K
Money in vs. money out
Total income / additions$3.3M
Total expenses$987.8K
Benefits paid / distributions$901.5K
Contributions
Employer$1.1M
Participant$142K
Full reported line items
Total assets (EOY)
$18,655,038
Total liabilities (EOY)
$1,853
Net assets (EOY)
$18,653,185
Employer contributions
$1,086,431
Participant contributions
$142,047
Total income / additions
$3,297,236
Benefits paid
$901,531
Administrative expenses
$86,265
Total expenses
$987,796
Net increase / (decrease)
$2,309,440
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    FUND OFFICE · Direct $60K
  2. 2
    RECORDKEEPER · Direct $28.4K · Indirect $0
  3. 3
    INVESTMENT ADVISOR · Direct $23.8K
  4. 4
    AUDITOR · Direct $21.5K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20251211110112NAL0007224560001 cover?
It is the 2023 Form 5500 filing for I.A.T.S.E. Local Union No 51 Defined Contribution Pension Plan, reported by I.A.T.S.E. Local Union No 51 (EIN 74-1389651).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages