Plan5500

I.A.T.S.E. Local 13 Retirement Plan & Trust — Form 5500 plan (Trustees Of I.A.T.S.E. Local 13 Retirement Plan & Trust)

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 13 Retirement Plan & Trust is a benefit plan reported by Trustees Of I.A.T.S.E. Local 13 Retirement Plan & Trust under EIN 41-1735205 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,269 participants and $24,354,470 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$24.4MPlan net assets, end of year$24,354,470
Participants1.3KCovered participants reported1,269
Assets / participant$19.2KComputed: assets ÷ participants$19,192 (computed)
Provider compensation$245.4K4 Schedule C provider row(s)$245,407
Plan sponsor
Trustees Of I.A.T.S.E. Local 13 Retirement Plan & Trust
EIN
41-1735205
Plan number
001
Plan type
1
Location
Mendota Heights, MN
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    1,269 participants · 1Sch HSch C
    View filing →
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)$24.4M total assets
Net assets$24.4MLiabilities—
Money in vs. money out
Total income / additions$5.2M
Total expenses$3.9M
Benefits paid / distributions$3.7M
Contributions
Employer$977.3K
Participant$590.5K
Full reported line items

Net assets

Total assets (EOY)
$24,354,470
Net assets (EOY)
$24,354,470
Net assets (BOY)
$23,103,128

Income & contributions

Employer contributions
$977,265
Participant contributions
$590,544
Total contributions
$1,567,809
Total income / additions
$5,174,097

Expenses & distributions

Benefits paid
$3,663,577
Administrative expenses
$259,178
Total expenses
$3,922,755
Net increase / (decrease)
$1,251,342
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.

Contribution share (employer vs. participant)
Employer 62%Participant 38%
Total expenses ÷ net assets16%Computed ratio
Benefits paid ÷ total income71%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Zenith American Solutions$132.2K
    NONE · Direct $132.2K
  2. 2
    Empower Annuity Ins Co Of America$44.1K
    NONE · Direct $44.1K · Indirect $0
  3. 3
    Ubs Financial Services$41.9K
    NONE · Direct $41.9K
  4. 4
    Legacy Professionals Llp$27.2K
    NONE · Direct $27.2K

What to inspect next

Frequently asked questions

Who sponsors the I.A.T.S.E. Local 13 Retirement Plan & Trust?
I.A.T.S.E. Local 13 Retirement Plan & Trust is reported as sponsored by Trustees Of I.A.T.S.E. Local 13 Retirement Plan & Trust (EIN 41-1735205, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for I.A.T.S.E. Local 13 Retirement Plan & Trust?
The latest Form 5500 filing year loaded for I.A.T.S.E. Local 13 Retirement Plan & Trust is 2023.
How many participants does I.A.T.S.E. Local 13 Retirement Plan & Trust report?
I.A.T.S.E. Local 13 Retirement Plan & Trust reports 1,269 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for I.A.T.S.E. Local 13 Retirement Plan & Trust?
I.A.T.S.E. Local 13 Retirement Plan & Trust reports $24,354,470 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages