Annuity Fund Of Local No. One, I. A. T. S. E. — Form 5500 plan (Board Of Trustees, Annuity Fund Of Local No. One, 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, Annuity Fund Of Local No. One, I. A. T. S. E. is a benefit plan reported by Board Of Trustees, Annuity Fund Of Local No. One, I.A.T.S.E. under EIN 13-3022965 and plan number 002. The latest loaded filing year is 2023. The filing reports 22,221 participants and $1,075,101,428 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Annuity Fund Of Local No. One, I.A.T.S.E.
- EIN
- 13-3022965
- Plan number
- 002
- Plan type
- 1
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 22,221
- End-of-year plan assets
- $1,075,101,428
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 22,221 | H, C | 20241013180130NAL0014201235001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,075,101,428
- Total liabilities (EOY)
- $103,502
- Net assets (EOY)
- $1,074,997,926
- Net assets (BOY)
- $956,229,543
Income & contributions
- Employer contributions
- $47,182,925
- Participant contributions
- $295,904
- Total contributions
- $48,003,079
- Total income / additions
- $181,289,360
Expenses & distributions
- Benefits paid
- $60,708,616
- Administrative expenses
- $1,091,195
- Total expenses
- $62,520,977
- Net increase / (decrease)
- $118,768,383
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Proskauer Rose Llp | NONE | $113,625 | not reported in the loaded dataset | 2023 |
| Spivak Lipton Llp | NONE | $113,519 | not reported in the loaded dataset | 2023 |
| Gallagher Fiduciary Advisors LLC | NONE | $78,829 | not reported in the loaded dataset | 2023 |
| Schultheis & Panettieri, Llp | NONE | $61,457 | not reported in the loaded dataset | 2023 |
| Pwc Consulting | NONE | $33,638 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services,Inc | NONE | $7,659 | $18,117 | 2023 |
| Syntonic Systems Inc. | NONE | $9,396 | not reported in the loaded dataset | 2023 |
| Comprehensive Consulting Solutions | NONE | $7,236 | not reported in the loaded dataset | 2023 |
| Massachusetts Mutual Life Ins Co. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Annuity Fund Of Local No. One, I.A.T.S.E.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Proskauer Rose Llp — Schedule C compensation
- Spivak Lipton Llp — Schedule C compensation
- Gallagher Fiduciary Advisors LLC — Schedule C compensation
- Schultheis & Panettieri, Llp — Schedule C compensation
- Pwc Consulting — Schedule C compensation
- Segal Select Insurance Services,Inc — Schedule C compensation
- Syntonic Systems Inc. — Schedule C compensation
- Comprehensive Consulting Solutions — Schedule C compensation
- Massachusetts Mutual Life Ins Co. — Schedule C compensation