2023 Form 5500 filing — I.A.T.S.E. Local 21 401(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 20241011110928NAL0010851875001) for I.A.T.S.E. Local 21 401(K) Plan, reported by I.A.T.S.E. Local 21 under EIN 22-3585682 and plan number 001. It reports 823 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011110928NAL0010851875001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- I.A.T.S.E. Local 21
- EIN
- 22-3585682
- Plan number
- 001
- Location
- Millburn, NJ
- Participants
- 823
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,540,281
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,540,281
- Employer contributions
- $724,413
- Participant contributions
- $458,090
- Total income / additions
- $3,370,146
- Benefits paid
- $847,898
- Administrative expenses
- $72,144
- Total expenses
- $920,042
- Net increase / (decrease)
- $2,450,104
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pkf O'Connor Davies | SERVICE PROVIDER | $70,980 | not reported in the loaded dataset |
| Ubs Financial Services | SERVICE PROVIDER | $0 | $28,520 |
| Red Bank Pension Services, Inc. | TPA | $0 | $6,928 |
| Voya Retirement Ins. & Annuity Co. | SERVICE PROVIDER | $3,628 | $0 |