I.A.T.S.E. Local No. 33 Health And Welfare Trust Fund — Form 5500 plan (Board Of Trustees, I.A.T.S.E. Local No. 33 Health And)
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 No. 33 Health And Welfare Trust Fund is a benefit plan reported by Board Of Trustees, I.A.T.S.E. Local No. 33 Health And under EIN 95-6125213 and plan number 501. The latest loaded filing year is 2023. The filing reports 791 participants and $17,829,548 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. Local No. 33 Health And
- EIN
- 95-6125213
- Plan number
- 501
- Plan type
- 1
- Location
- Los Angeles, CA
- Latest filing year
- 2023
- Participants
- 791
- End-of-year plan assets
- $17,829,548
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 791 | H, C | 20241009132503NAL0019303025001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,829,548
- Total liabilities (EOY)
- $12,618,524
- Net assets (EOY)
- $5,211,024
- Net assets (BOY)
- $2,900,628
Income & contributions
- Employer contributions
- $12,236,236
- Participant contributions
- $3,143,329
- Total contributions
- $15,379,565
- Total income / additions
- $16,096,848
Expenses & distributions
- Benefits paid
- $12,976,726
- Administrative expenses
- $809,726
- Total expenses
- $13,786,452
- Net increase / (decrease)
- $2,310,396
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benefit Programs Administration | NONE | $327,601 | not reported in the loaded dataset | 2023 |
| Buchalter | NONE | $138,945 | not reported in the loaded dataset | 2023 |
| Milliman, Inc. | NONE | $77,340 | not reported in the loaded dataset | 2023 |
| Gilbert & Sackman | NONE | $53,972 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $33,190 | not reported in the loaded dataset | 2023 |
| Meketa Investment Group | NONE | $13,666 | not reported in the loaded dataset | 2023 |
| Berry & Co., Cpas | NONE | $9,680 | not reported in the loaded dataset | 2023 |
| The Northern Trust Co. | NONE | $7,395 | $0 | 2023 |
| Mufg Union Bank | NONE | $5,224 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, I.A.T.S.E. Local No. 33 Health And
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Los Angeles, CA
- Benefit Programs Administration — Schedule C compensation
- Buchalter — Schedule C compensation
- Milliman, Inc. — Schedule C compensation
- Gilbert & Sackman — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Meketa Investment Group — Schedule C compensation
- Berry & Co., Cpas — Schedule C compensation
- The Northern Trust Co. — Schedule C compensation
- Mufg Union Bank — Schedule C compensation