Local 665 I.A.T.S.E. Annuity Plan — Form 5500 plan (Local 665 I.A.T.S.E. Annuity 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 665 I.A.T.S.E. Annuity Plan is a benefit plan reported by Local 665 I.A.T.S.E. Annuity Plan under EIN 99-0228406 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,623 participants and $24,712,797 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Local 665 I.A.T.S.E. Annuity Plan
- EIN
- 99-0228406
- Plan number
- 001
- Plan type
- 1
- Location
- Honolulu, HI
- Latest filing year
- 2023
- Participants
- 2,623
- End-of-year plan assets
- $24,712,797
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,623 | H, C | 20250311220639NAL0011218723002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,712,797
- Total liabilities (EOY)
- $95,063
- Net assets (EOY)
- $24,617,734
- Net assets (BOY)
- $23,057,696
Income & contributions
- Employer contributions
- $1,159,589
- Total contributions
- $1,159,589
- Total income / additions
- $4,845,807
Expenses & distributions
- Benefits paid
- $2,943,342
- Administrative expenses
- $342,427
- Total expenses
- $3,285,769
- Net increase / (decrease)
- $1,560,038
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Atalanta Sosnoff Capital | NO | $77,628 | not reported in the loaded dataset | 2023 |
| C.M. Bidwell & Associates | NO | $61,070 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney | NO | $47,767 | not reported in the loaded dataset | 2023 |
| Benefit & Risk Management Sevices, | NO | $41,462 | not reported in the loaded dataset | 2023 |
| Wachi & Watanabe Cpa, Inc | NO | $26,084 | not reported in the loaded dataset | 2023 |
| Central Pacific Bank | NONE | $20,235 | not reported in the loaded dataset | 2023 |
| Honolulu Actuarial Consultants Inc. | NONE | $14,455 | not reported in the loaded dataset | 2023 |
| Garcia Hamilton & Associates Lp | NO | $11,250 | not reported in the loaded dataset | 2023 |
| Yee & Kawashima Llp | NO | $6,319 | not reported in the loaded dataset | 2023 |
| Weinberg, Roger & Rosenfeld | NO | $5,347 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Local 665 I.A.T.S.E. Annuity Plan
- 2023 Form 5500 filing
- Form 5500 filings in HI
- 401(k) and benefit plan filings in Honolulu, HI
- Atalanta Sosnoff Capital — Schedule C compensation
- C.M. Bidwell & Associates — Schedule C compensation
- Morgan Stanley Smith Barney — Schedule C compensation
- Benefit & Risk Management Sevices, — Schedule C compensation
- Wachi & Watanabe Cpa, Inc — Schedule C compensation
- Central Pacific Bank — Schedule C compensation
- Honolulu Actuarial Consultants Inc. — Schedule C compensation
- Garcia Hamilton & Associates Lp — Schedule C compensation
- Yee & Kawashima Llp — Schedule C compensation
- Weinberg, Roger & Rosenfeld — Schedule C compensation