Plan5500

I.A.T.S.E. Local 3 Annuity Fund — Form 5500 plan (I.A.T.S.E. Local 3 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. Local 3 Annuity Fund is a benefit plan reported by I.A.T.S.E. Local 3 Annuity Fund under EIN 20-8539583 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,790 participants and $6,236,571 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
I.A.T.S.E. Local 3 Annuity Fund
EIN
20-8539583
Plan number
001
Plan type
1
Location
Pittsburgh, PA
Latest filing year
2023
Participants
1,790
End-of-year plan assets
$6,236,571

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,790H, C20241015121508NAL0028369009002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,236,571
Total liabilities (EOY)
$15,808
Net assets (EOY)
$6,220,763
Net assets (BOY)
$5,047,481

Income & contributions

Employer contributions
$890,532
Total contributions
$890,532
Total income / additions
$1,650,126

Expenses & distributions

Benefits paid
$406,161
Administrative expenses
$70,683
Total expenses
$476,844
Net increase / (decrease)
$1,173,282

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
C.W. Breitsman Associates LLCNONE$30,000not reported in the loaded dataset2023
Xpyria Investment AdvisorsNONE$23,031not reported in the loaded dataset2023
Cypher & CypherNONE$6,600not reported in the loaded dataset2023

Related Form 5500 pages