Who sponsors the I.A.T.S.E. Local Union No 51 Defined Contribution Pension Plan?

I.A.T.S.E. Local Union No 51 Defined Contribution Pension Plan is reported as sponsored by I.A.T.S.E. Local Union No 51 (EIN 74-1389651, plan number 001) in public Form 5500 filings.

What is the most recent Form 5500 filing year for I.A.T.S.E. Local Union No 51 Defined Contribution Pension Plan?

The latest Form 5500 filing year loaded for I.A.T.S.E. Local Union No 51 Defined Contribution Pension Plan is 2023.

How many participants does I.A.T.S.E. Local Union No 51 Defined Contribution Pension Plan report?

I.A.T.S.E. Local Union No 51 Defined Contribution Pension Plan reports 665 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for I.A.T.S.E. Local Union No 51 Defined Contribution Pension Plan?

I.A.T.S.E. Local Union No 51 Defined Contribution Pension Plan reports $18,655,038 in end-of-year plan assets in its latest loaded Form 5500 filing.

I.A.T.S.E. Local Union No 51 Defined Contribution Pension Plan — Form 5500 plan (I.A.T.S.E. Local Union No 51)

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 Union No 51 Defined Contribution Pension Plan is a benefit plan reported by I.A.T.S.E. Local Union No 51 under EIN 74-1389651 and plan number 001. The latest loaded filing year is 2023. The filing reports 665 participants and $18,655,038 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$18.7MPlan net assets, end of year$18,653,185

Participants665Covered participants reported

Assets / participant$28.1KComputed: assets ÷ participants$28,053 (computed)

Provider compensation$133.7K4 Schedule C provider row(s)$133,717

Plan sponsor: I.A.T.S.E. Local Union No 51
EIN: 74-1389651
Plan number: 001
Plan type: 1
Location: Houston, TX
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.

2023
665 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)$18.7M total assets

Net assets$18.7MLiabilities$1.9K

Money in vs. money out

Total income / additions$3.3M

Total expenses$987.8K

Benefits paid / distributions$901.5K

Contributions

Employer$1.1M

Participant$142K

Full reported line items

Net assets

Total assets (EOY): $18,655,038
Total liabilities (EOY): $1,853
Net assets (EOY): $18,653,185
Net assets (BOY): $16,343,745

Income & contributions

Employer contributions: $1,086,431
Participant contributions: $142,047
Total contributions: $1,228,478
Total income / additions: $3,297,236

Expenses & distributions

Benefits paid: $901,531
Administrative expenses: $86,265
Total expenses: $987,796
Net increase / (decrease): $2,309,440

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)

88%12%

Employer 88%Participant 12%

Total expenses ÷ net assets5%Computed ratio

Benefits paid ÷ total income27%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
I.A.T.S.E. Local Union No. 51$60K
FUND OFFICE · Direct $60K
2
Empower Annuity Insurance Company$28.4K
RECORDKEEPER · Direct $28.4K · Indirect $0
3
Portfolio Advisory Council LLC$23.8K
INVESTMENT ADVISOR · Direct $23.8K
4
Frierson, Sola, Simonton & Kutac, P$21.5K
AUDITOR · Direct $21.5K

What to inspect next

Frequently asked questions

Who sponsors the I.A.T.S.E. Local Union No 51 Defined Contribution Pension Plan?: I.A.T.S.E. Local Union No 51 Defined Contribution Pension Plan is reported as sponsored by I.A.T.S.E. Local Union No 51 (EIN 74-1389651, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for I.A.T.S.E. Local Union No 51 Defined Contribution Pension Plan?: The latest Form 5500 filing year loaded for I.A.T.S.E. Local Union No 51 Defined Contribution Pension Plan is 2023.
How many participants does I.A.T.S.E. Local Union No 51 Defined Contribution Pension Plan report?: I.A.T.S.E. Local Union No 51 Defined Contribution Pension Plan reports 665 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for I.A.T.S.E. Local Union No 51 Defined Contribution Pension Plan?: I.A.T.S.E. Local Union No 51 Defined Contribution Pension Plan reports $18,655,038 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.