2023 Form 5500 filing — I.A.T.S.E. Local 99 Health Trust
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 20241014140201NAL0013413891006) for I.A.T.S.E. Local 99 Health Trust, reported by I.A.T.S.E. Local 99 Health Trust under EIN 87-6128478 and plan number 501. It reports 969 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014140201NAL0013413891006
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- I.A.T.S.E. Local 99 Health Trust
- EIN
- 87-6128478
- Plan number
- 501
- Location
- Salt Lake City, UT
- Participants
- 969
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,270,333
- Total liabilities (EOY)
- $3,228
- Net assets (EOY)
- $4,267,105
- Employer contributions
- $1,260,646
- Participant contributions
- -$3,328
- Total income / additions
- $1,849,528
- Benefits paid
- $574,529
- Administrative expenses
- $239,150
- Total expenses
- $813,679
- Net increase / (decrease)
- $1,035,849
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Laura K. Smith | UNION MEMBER | $59,346 | not reported in the loaded dataset |
| Dan Hutten | UNION MEMBER | $42,171 | not reported in the loaded dataset |
| Haynie & Company | AUDITOR | $24,000 | not reported in the loaded dataset |
| Sebastian Chance Stewart | OFFICE ASSISTANT | $19,584 | not reported in the loaded dataset |
| North Star Consulting & Tax LLC | ACCOUNTING | $5,983 | not reported in the loaded dataset |
| Ryeanne Smith | OFFICE ASSISTANT | $3,168 | not reported in the loaded dataset |