2023 Form 5500 filing — I.A.M. National 401k 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 20241014063108NAL0026720065001) for I.A.M. National 401k Plan, reported by Board Of Trustees Of I.A.M. National 401(K) Fund under EIN 32-0443423 and plan number 003. It reports 42,601 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014063108NAL0026720065001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of I.A.M. National 401(K) Fund
- EIN
- 32-0443423
- Plan number
- 003
- Location
- Washington, DC
- Participants
- 42,601
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $828,140,673
- Total liabilities (EOY)
- $945,435
- Net assets (EOY)
- $827,195,238
- Employer contributions
- $30,695,913
- Participant contributions
- $53,836,301
- Total income / additions
- $203,820,297
- Benefits paid
- $69,246,210
- Administrative expenses
- $2,086,308
- Total expenses
- $71,332,518
- Net increase / (decrease)
- $132,487,779
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Iam National Pension Fund | RELATED BENEFIT FUND | $2,192,743 | not reported in the loaded dataset |
| John Hancock Retirement Plan Servic | NONE | $208,475 | $0 |
| Morgan Stanley Smith Barney, LLC | NONE | $62,500 | not reported in the loaded dataset |
| Withum Smith & Brown Pc | NONE | $62,246 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $47,945 | not reported in the loaded dataset |
| Slevin & Hart, P.C. | NONE | $47,831 | not reported in the loaded dataset |
| Segal Select Insurance Servcies Inc | NONE | $0 | $42,979 |
| Insight Direct Usa Inc | NONE | $26,448 | not reported in the loaded dataset |
| Beacon Hill Staffing Group, LLC | NONE | $0 | $22,885 |
| Data Canopy Colocation | NONE | $10,378 | not reported in the loaded dataset |
| Vitech Systems Sub LLC | NONE | $9,818 | not reported in the loaded dataset |
| Mark Buckberg | NONE | $7,700 | not reported in the loaded dataset |