2023 Form 5500 filing — I.A.T.S.E. Local 33 Section 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241008212504NAL0010102835001) for I.A.T.S.E. Local 33 Section 401(K) Plan, reported by Board Of Trustees, I.A.T.S.E. Local 33 Section 401(K) under EIN 95-3954078 and plan number 002. It reports 7,950 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008212504NAL0010102835001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, I.A.T.S.E. Local 33 Section 401(K)
- EIN
- 95-3954078
- Plan number
- 002
- Location
- Los Angeles, CA
- Participants
- 7,950
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $341,978,672
- Total liabilities (EOY)
- $73,596
- Net assets (EOY)
- $341,905,076
- Employer contributions
- $5,957,949
- Participant contributions
- $7,665,476
- Total income / additions
- $63,442,167
- Benefits paid
- $16,537,046
- Administrative expenses
- $444,256
- Total expenses
- $16,981,302
- Net increase / (decrease)
- $46,460,865
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefit Programs Administration | NONE | $147,670 | not reported in the loaded dataset |
| Gilbert & Sackman | NONE | $69,332 | not reported in the loaded dataset |
| Alan D Biller Associates | NONE | $62,424 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $32,816 | not reported in the loaded dataset |
| Milliman, Inc. | NONE | $30,153 | not reported in the loaded dataset |
| Berry And Co Cpa'S | NONE | $8,700 | not reported in the loaded dataset |