2023 Form 5500 filing — Tile Industry Retirement Savings Trust 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 20241015175532NAL0015204771001) for Tile Industry Retirement Savings Trust Fund, reported by Board Of Trustees, Tile Industry Retirement Savings under EIN 95-6118656 and plan number 001. It reports 3,471 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015175532NAL0015204771001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Tile Industry Retirement Savings
- EIN
- 95-6118656
- Plan number
- 001
- Location
- West Covina, CA
- Participants
- 3,471
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $165,971,302
- Total liabilities (EOY)
- $37,124,220
- Net assets (EOY)
- $128,847,082
- Employer contributions
- $4,545,543
- Total income / additions
- $13,178,834
- Benefits paid
- $9,935,585
- Administrative expenses
- $450,199
- Total expenses
- $10,385,784
- Net increase / (decrease)
- $2,793,050
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benesys, Inc. | NONE | $108,510 | not reported in the loaded dataset |
| Wedge Capital Management Llp | NONE | $97,986 | not reported in the loaded dataset |
| Investment Performance Services LLC | NONE | $80,000 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $36,750 | not reported in the loaded dataset |
| Melissa W Cook & Associates | NONE | $24,044 | not reported in the loaded dataset |
| U.S. Bank Na | NONE | $20,077 | $0 |
| Kennedy Law Firm | NONE | $18,335 | not reported in the loaded dataset |
| Alsweet Associates | NONE | $8,266 | not reported in the loaded dataset |
| Mufg Union Bank | NONE | $6,860 | not reported in the loaded dataset |