I A T S E Local 764 401k Plan — Form 5500 plan (Board Of Trustees Of The Iatse Local 764 401k Plan)
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 Local 764 401k Plan is a benefit plan reported by Board Of Trustees Of The Iatse Local 764 401k Plan under EIN 13-4140534 and plan number 004. The latest loaded filing year is 2023. The filing reports 1,933 participants and $84,055,711 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The Iatse Local 764 401k Plan
- EIN
- 13-4140534
- Plan number
- 004
- Plan type
- 1
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 1,933
- End-of-year plan assets
- $84,055,711
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,933 | H, C | 20240603123600NAL0018166625001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $84,055,711
- Total liabilities (EOY)
- $49,544
- Net assets (EOY)
- $84,006,167
- Net assets (BOY)
- $70,255,397
Income & contributions
- Participant contributions
- $5,193,372
- Total contributions
- $5,319,657
- Total income / additions
- $18,063,749
Expenses & distributions
- Benefits paid
- $4,020,107
- Administrative expenses
- $176,944
- Total expenses
- $4,312,979
- Net increase / (decrease)
- $13,750,770
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Life & Annuity Insurance Co | NONE | $96,788 | $0 | 2023 |
| Schultheis & Panettieri, Llp | AUDITOR | $24,000 | not reported in the loaded dataset | 2023 |
| Spivak Lipton, Llp | ATTORNEY | $20,781 | not reported in the loaded dataset | 2023 |
| Reynolds Consulting Services LLC | NONE | $13,750 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The Iatse Local 764 401k Plan
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Empower Life & Annuity Insurance Co — Schedule C compensation
- Schultheis & Panettieri, Llp — Schedule C compensation
- Spivak Lipton, Llp — Schedule C compensation
- Reynolds Consulting Services LLC — Schedule C compensation