2023 Form 5500 filing — Iatse Local 8 Annuity Fund
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 20241010144236NAL0011618595001) for Iatse Local 8 Annuity Fund, reported by Iatse Local 8 Annuity Fund under EIN 23-2785557 and plan number 001. It reports 3,008 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010144236NAL0011618595001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Iatse Local 8 Annuity Fund
- EIN
- 23-2785557
- Plan number
- 001
- Location
- Wayne, PA
- Participants
- 3,008
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $63,457,874
- Total liabilities (EOY)
- $7,000
- Net assets (EOY)
- $63,450,874
- Employer contributions
- $5,601,755
- Total income / additions
- $14,158,158
- Benefits paid
- $2,929,359
- Administrative expenses
- $318,437
- Total expenses
- $3,247,796
- Net increase / (decrease)
- $10,910,362
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Priac | NONE | $200,914 | not reported in the loaded dataset |
| Iatse 8 Annuity Fund | NONE | $55,862 | not reported in the loaded dataset |
| Rbc | NONE | $40,759 | not reported in the loaded dataset |
| Oneill Consulting Corp | NONE | $24,600 | not reported in the loaded dataset |
| Novak Francella | NONE | $17,869 | not reported in the loaded dataset |
| Cleary Josem Triganni Llp | NONE | $10,125 | not reported in the loaded dataset |
| Anthony Pontarelli Cpa, LLC | NONE | $7,000 | not reported in the loaded dataset |