2023 Form 5500 filing — I.A.T.S.E. Local 3 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 20241015121508NAL0028369009002) for I.A.T.S.E. Local 3 Annuity Fund, reported by I.A.T.S.E. Local 3 Annuity Fund under EIN 20-8539583 and plan number 001. It reports 1,790 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015121508NAL0028369009002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- I.A.T.S.E. Local 3 Annuity Fund
- EIN
- 20-8539583
- Plan number
- 001
- Location
- Pittsburgh, PA
- Participants
- 1,790
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,236,571
- Total liabilities (EOY)
- $15,808
- Net assets (EOY)
- $6,220,763
- Employer contributions
- $890,532
- Total income / additions
- $1,650,126
- Benefits paid
- $406,161
- Administrative expenses
- $70,683
- Total expenses
- $476,844
- Net increase / (decrease)
- $1,173,282
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| C.W. Breitsman Associates LLC | NONE | $30,000 | not reported in the loaded dataset |
| Xpyria Investment Advisors | NONE | $23,031 | not reported in the loaded dataset |
| Cypher & Cypher | NONE | $6,600 | not reported in the loaded dataset |