Plan5500

I.A.T.S.E. Annuity Fund — Form 5500 plan (Board Of Trustees I.A.T.S.E. Annuity Fund)

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, I.A.T.S.E. Annuity Fund is a benefit plan reported by Board Of Trustees I.A.T.S.E. Annuity Fund under EIN 13-3088691 and plan number 001. The latest loaded filing year is 2023. The filing reports 96,717 participants and $1,278,924,209 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1.3BPlan net assets, end of year$1,278,839,501
Participants96.7KCovered participants reported96,717
Assets / participant$13.2KComputed: assets ÷ participants$13,223 (computed)
Provider compensation$3.6M5 Schedule C provider row(s)$3,622,580
Plan sponsor
Board Of Trustees I.A.T.S.E. Annuity Fund
EIN
13-3088691
Plan number
001
Plan type
1
Location
New York, NY
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    96,717 participants · 1Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$1.3B total assets
Net assets$1.3BLiabilities$84.7K
Money in vs. money out
Total income / additions$226.9M
Total expenses$93.6M
Benefits paid / distributions$86.7M
Contributions
Employer$73.1M
Participant$8.3M
Full reported line items

Net assets

Total assets (EOY)
$1,278,924,209
Total liabilities (EOY)
$84,708
Net assets (EOY)
$1,278,839,501
Net assets (BOY)
$1,145,463,550

Income & contributions

Employer contributions
$73,097,698
Participant contributions
$8,250,310
Total contributions
$82,135,296
Total income / additions
$226,929,502

Expenses & distributions

Benefits paid
$86,661,470
Administrative expenses
$6,892,081
Total expenses
$93,553,551
Net increase / (decrease)
$133,375,951
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 90%Participant 10%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income38%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Principal Life Insurance Company$3.1M
    NONE · Direct $3.1M · Indirect $0
  2. 2
    Spivak Lipton Llp$193.7K
    ATTORNEY · Direct $193.7K
  3. 3
    Proskauer Rose Llp$168.8K
    ATTORNEY · Direct $168.8K
  4. 4
    Meketa Investment Group Inc.$63.3K
    NONE · Direct $63.3K
  5. 5
    Schultheis & Panettieri, Llp$62K
    ACCOUNTANT · Direct $62K

What to inspect next

Frequently asked questions

Who sponsors the I.A.T.S.E. Annuity Fund?
I.A.T.S.E. Annuity Fund is reported as sponsored by Board Of Trustees I.A.T.S.E. Annuity Fund (EIN 13-3088691, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for I.A.T.S.E. Annuity Fund?
The latest Form 5500 filing year loaded for I.A.T.S.E. Annuity Fund is 2023.
How many participants does I.A.T.S.E. Annuity Fund report?
I.A.T.S.E. Annuity Fund reports 96,717 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for I.A.T.S.E. Annuity Fund?
I.A.T.S.E. Annuity Fund reports $1,278,924,209 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages