I.A.T.S.E. Atlanta Health & Welfare Fund — Form 5500 plan (Iatse Atlanta Health And 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. Atlanta Health & Welfare Fund is a benefit plan reported by Iatse Atlanta Health And Welfare Fund under EIN 58-2002528 and plan number 501. The latest loaded filing year is 2023. The filing reports 293 participants and $1,203,285 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Iatse Atlanta Health And Welfare Fund
- EIN
- 58-2002528
- Plan number
- 501
- Plan type
- 1
- Location
- Cordova, TN
- Latest filing year
- 2023
- Participants
- 293
- End-of-year plan assets
- $1,203,285
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 293 | H, C | 20250915184450NAL0001260881003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,203,285
- Total liabilities (EOY)
- $77,010
- Net assets (EOY)
- $1,126,275
- Net assets (BOY)
- $924,934
Income & contributions
- Employer contributions
- $1,008,222
- Total contributions
- $1,008,222
- Total income / additions
- $1,051,068
Expenses & distributions
- Benefits paid
- $801,218
- Administrative expenses
- $48,509
- Total expenses
- $849,727
- Net increase / (decrease)
- $201,341
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Jenkins & Associates | CONTRACT ADMINIST | $25,872 | not reported in the loaded dataset | 2023 |
| Steven D. Eisenberg Cpa,Pa | AUDITOR | $10,613 | not reported in the loaded dataset | 2023 |
| Administrative Consulting Services | CONTRACT ADMINIST | $7,800 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Iatse Atlanta Health And Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Cordova, TN
- Jenkins & Associates — Schedule C compensation
- Steven D. Eisenberg Cpa,Pa — Schedule C compensation
- Administrative Consulting Services — Schedule C compensation