Employee Pension Benefit Plan Local 640 Iatse — Form 5500 plan (Board Of Trustees Employee Pension Benefit Plan Local 640 I.A.T.S.E.)

Plain-English plan 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, Employee Pension Benefit Plan Local 640 Iatse is a benefit plan reported by Board Of Trustees Employee Pension Benefit Plan Local 640 I.A.T.S.E. under EIN 11-6009100 and plan number 001. The latest loaded filing year is 2023. The filing reports 129 participants and $124,922 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees Employee Pension Benefit Plan Local 640 I.A.T.S.E.
EIN
11-6009100
Plan number
001
Plan type
1
Location
New York, NY
Latest filing year
2023
Participants
129
End-of-year plan assets
$124,922

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023129H, C20250320181043NAL0013902098001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$124,922
Total liabilities (EOY)
$24,819
Net assets (EOY)
$100,103
Net assets (BOY)
$123,605

Income & contributions

Total contributions
$337,800
Total income / additions
$383,683

Expenses & distributions

Benefits paid
$326,597
Administrative expenses
$80,588
Total expenses
$407,185
Net increase / (decrease)
-$23,502

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Usi ConsultingNONE$39,799not reported in the loaded dataset2023
Larry Magarik, Esq.INDEPENDENT TRUSTEE$15,230not reported in the loaded dataset2023
Novak Francella, LLCNONE$13,000not reported in the loaded dataset2023

Related Form 5500 pages