I.A.T.S.E. Local 21 401(K) Plan — Form 5500 plan (I.A.T.S.E. Local 21)
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 21 401(K) Plan is a benefit plan reported by I.A.T.S.E. Local 21 under EIN 22-3585682 and plan number 001. The latest loaded filing year is 2023. The filing reports 823 participants and $15,540,281 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- I.A.T.S.E. Local 21
- EIN
- 22-3585682
- Plan number
- 001
- Plan type
- 1
- Location
- Millburn, NJ
- Latest filing year
- 2023
- Participants
- 823
- End-of-year plan assets
- $15,540,281
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 823 | H, C | 20241011110928NAL0010851875001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,540,281
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,540,281
- Net assets (BOY)
- $13,090,177
Income & contributions
- Employer contributions
- $724,413
- Participant contributions
- $458,090
- Total contributions
- $1,182,503
- Total income / additions
- $3,370,146
Expenses & distributions
- Benefits paid
- $847,898
- Administrative expenses
- $72,144
- Total expenses
- $920,042
- Net increase / (decrease)
- $2,450,104
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pkf O'Connor Davies | SERVICE PROVIDER | $70,980 | not reported in the loaded dataset | 2023 |
| Ubs Financial Services | SERVICE PROVIDER | $0 | $28,520 | 2023 |
| Red Bank Pension Services, Inc. | TPA | $0 | $6,928 | 2023 |
| Voya Retirement Ins. & Annuity Co. | SERVICE PROVIDER | $3,628 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for I.A.T.S.E. Local 21
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Millburn, NJ
- Pkf O'Connor Davies — Schedule C compensation
- Ubs Financial Services — Schedule C compensation
- Red Bank Pension Services, Inc. — Schedule C compensation
- Voya Retirement Ins. & Annuity Co. — Schedule C compensation