Local 780 I.A.T.S.E. 401(K) Plan — Form 5500 plan (Trustees Of Local 780 I.A.T.S.E. 401(K) 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, Local 780 I.A.T.S.E. 401(K) Plan is a benefit plan reported by Trustees Of Local 780 I.A.T.S.E. 401(K) Plan under EIN 36-3914076 and plan number 001. The latest loaded filing year is 2023. The filing reports 104 participants and $5,152,401 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$5.2MPlan net assets, end of year$5,152,401
Participants104Covered participants reported
Assets / participant$49.5KComputed: assets ÷ participants$49,542 (computed)
Provider compensation$9K1 Schedule C provider row(s)$9,014
- Plan sponsor
- Trustees Of Local 780 I.A.T.S.E. 401(K) Plan
- EIN
- 36-3914076
- Plan number
- 001
- Plan type
- 1
- Location
- Merritt Island, FL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 104 | H, C | 20240925085629NAL0028559634003 |
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)$5.2M total assets
Net assets$5.2MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $5,152,401
- Net assets (EOY)
- $5,152,401
- Net assets (BOY)
- $4,151,398
Income & contributions
- Employer contributions
- $353,185
- Participant contributions
- $267,590
- Total contributions
- $880,768
- Total income / additions
- $1,415,661
Expenses & distributions
- Benefits paid
- $393,486
- Administrative expenses
- $21,172
- Total expenses
- $414,658
- Net increase / (decrease)
- $1,001,003
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.
57%43%
Employer 57%Participant 43%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income28%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Iatse Local Union 780 | REALTED UNION | $9,014 | not reported in the loaded dataset | 2023 |