I.A.T.S.E. National Health & Welfare Fund — Form 5500 plan (Board Of Trustees I.A.T.S.E. National Health & Welfare 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. National Health & Welfare Fund is a benefit plan reported by Board Of Trustees I.A.T.S.E. National Health & Welfare Fund under EIN 23-7333434 and plan number 501. The latest loaded filing year is 2023. The filing reports 36,275 participants and $958,084,636 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees I.A.T.S.E. National Health & Welfare Fund
- EIN
- 23-7333434
- Plan number
- 501
- Plan type
- 1
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 36,275
- End-of-year plan assets
- $958,084,636
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 36,275 | H, C | 20241004124128NAL0019633616001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $958,084,636
- Total liabilities (EOY)
- $52,232,743
- Net assets (EOY)
- $905,851,893
- Net assets (BOY)
- $903,493,731
Income & contributions
- Employer contributions
- $277,954,552
- Participant contributions
- $15,805,375
- Total contributions
- $293,759,927
- Total income / additions
- $372,797,444
Expenses & distributions
- Benefits paid
- $355,570,387
- Administrative expenses
- $14,868,895
- Total expenses
- $370,439,282
- Net increase / (decrease)
- $2,358,162
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empire Healthchoice Assurance Inc. | NONE | $13,720,440 | not reported in the loaded dataset | 2023 |
| Delta Dental Of New York | NONE | $703,063 | not reported in the loaded dataset | 2023 |
| Kelly Press Inc. | PRINTER & COPIER | $417,883 | not reported in the loaded dataset | 2023 |
| The Segal Company Inc. | NONE | $282,918 | $114,720 | 2023 |
| Wells Fargo Bank | NONE | $314,022 | not reported in the loaded dataset | 2023 |
| Spivak Lipton Llp | ATTORNEY | $280,479 | not reported in the loaded dataset | 2023 |
| Triple S Salud Inc. | NONE | $226,698 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors | NONE | $219,267 | $0 | 2023 |
| Proskauer Rose Llp | ATTORNEY | $210,929 | not reported in the loaded dataset | 2023 |
| Schultheis & Panettieri Llp | ACCOUNTANT | $113,000 | not reported in the loaded dataset | 2023 |
| Meketa Investment Group Inc. | NONE | $43,262 | not reported in the loaded dataset | 2023 |
| Klik Technologies | NONE | $12,101 | not reported in the loaded dataset | 2023 |
| Syntonic Systems Inc. | NONE | $12,000 | not reported in the loaded dataset | 2023 |
| David Tykulsker & Associates | NONE | $7,340 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees I.A.T.S.E. National Health & Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Empire Healthchoice Assurance Inc. — Schedule C compensation
- Delta Dental Of New York — Schedule C compensation
- Kelly Press Inc. — Schedule C compensation
- The Segal Company Inc. — Schedule C compensation
- Wells Fargo Bank — Schedule C compensation
- Spivak Lipton Llp — Schedule C compensation
- Triple S Salud Inc. — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- Proskauer Rose Llp — Schedule C compensation
- Schultheis & Panettieri Llp — Schedule C compensation
- Meketa Investment Group Inc. — Schedule C compensation
- Klik Technologies — Schedule C compensation
- Syntonic Systems Inc. — Schedule C compensation
- David Tykulsker & Associates — Schedule C compensation