2023 Form 5500 filing — I. A. T. S. E. National Pension 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 20241024142704NAL0002175586001) for I. A. T. S. E. National Pension Fund, reported by Board Of Trustees I.A.T.S.E. National Pension Fund under EIN 13-1849172 and plan number 001. It reports 25,442 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241024142704NAL0002175586001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees I.A.T.S.E. National Pension Fund
- EIN
- 13-1849172
- Plan number
- 001
- Location
- New York, NY
- Participants
- 25,442
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $630,035,667
- Total liabilities (EOY)
- $17,944,524
- Net assets (EOY)
- $612,091,143
- Employer contributions
- $28,454,839
- Total income / additions
- $83,633,522
- Benefits paid
- $23,093,122
- Administrative expenses
- $7,915,074
- Total expenses
- $31,008,196
- Net increase / (decrease)
- $52,625,326
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Winmill Software Inc | NONE | $1,102,946 | not reported in the loaded dataset |
| Schultheis & Panettieri Llp | ACCOUNTANT | $790,495 | not reported in the loaded dataset |
| Proskauer Rose Llp | ATTORNEY | $628,440 | not reported in the loaded dataset |
| Anne J Zeisler | NONE | $434,594 | not reported in the loaded dataset |
| The Segal Company | CONSULTANT | $372,408 | not reported in the loaded dataset |
| Spivak Lipton Llp | ATTORNEY | $287,749 | not reported in the loaded dataset |
| Jp Morgan Chase Bank Na | NONE | $270,657 | not reported in the loaded dataset |
| Syntonic Systems Inc | NONE | $260,500 | not reported in the loaded dataset |
| Scott Trivigno | NONE | $258,469 | not reported in the loaded dataset |
| Joel Segal | NONE | $236,812 | not reported in the loaded dataset |
| Michael R Fife | NONE | $227,572 | not reported in the loaded dataset |
| Rosalina Roldan | NONE | $223,301 | not reported in the loaded dataset |
| Margaret Ryan-Groppo | NONE | $193,564 | not reported in the loaded dataset |
| Kelly Press Inc | PRINTER | $189,153 | not reported in the loaded dataset |
| Meketa Investment Group Inc | NONE | $164,969 | not reported in the loaded dataset |
| Hemalatha Sudanthiran | NONE | $160,962 | not reported in the loaded dataset |
| Donald Ngai | NONE | $145,385 | not reported in the loaded dataset |
| Casey Cirillo | NONE | $142,453 | not reported in the loaded dataset |
| Natasha Singh | NONE | $141,231 | not reported in the loaded dataset |
| Lsv Asset Management | NONE | $128,499 | not reported in the loaded dataset |
| Amy Duron | NONE | $128,308 | not reported in the loaded dataset |
| Cpas Systems | NONE | $126,937 | not reported in the loaded dataset |
| Ian Henderson | NONE | $126,692 | not reported in the loaded dataset |
| Polar Design | NONE | $124,994 | not reported in the loaded dataset |
| Bansil Patel | NONE | $124,615 | not reported in the loaded dataset |
| Ayleen Joy Lao | NONE | $107,862 | not reported in the loaded dataset |
| Kisha Sally | NONE | $103,077 | not reported in the loaded dataset |
| Mayra Perez | NONE | $102,176 | not reported in the loaded dataset |
| Farhana Razzaque | NONE | $100,481 | not reported in the loaded dataset |
| Svetlana Nikitenko | NONE | $98,240 | not reported in the loaded dataset |
| Caroline Ls Kandasami | NONE | $97,020 | not reported in the loaded dataset |
| Pauline O Burns | NONE | $96,923 | not reported in the loaded dataset |
| Alana Wickson | NONE | $96,600 | not reported in the loaded dataset |
| Dacota Shariff | NONE | $95,538 | not reported in the loaded dataset |
| Patricia Cassiero | NONE | $95,192 | not reported in the loaded dataset |
| Westfield Capital Management Lp | NONE | $95,015 | $0 |
| Zhanna Goroshkov | NONE | $93,462 | not reported in the loaded dataset |
| Klik Technologies Corp | NONE | $93,227 | not reported in the loaded dataset |
| Aron Maeng | NONE | $92,769 | not reported in the loaded dataset |
| Claudine Marano | NONE | $89,857 | not reported in the loaded dataset |
| John Blondek | NONE | $88,923 | not reported in the loaded dataset |
| Philip M Tam | NONE | $88,269 | not reported in the loaded dataset |
| Andrew J Serrano | NONE | $87,833 | not reported in the loaded dataset |
| Kim R Knowles | NONE | $87,616 | not reported in the loaded dataset |
| Minette Reyes | NONE | $87,118 | not reported in the loaded dataset |
| Samantha Braksmayer | NONE | $86,962 | not reported in the loaded dataset |
| Emily H Dipietro-Ramirez | NONE | $86,962 | not reported in the loaded dataset |
| Carlos Cruz | NONE | $86,675 | not reported in the loaded dataset |
| Javier Robles | NONE | $85,846 | not reported in the loaded dataset |
| Marina Bolbirer | NONE | $83,077 | not reported in the loaded dataset |
| Luke Powers | NONE | $81,519 | not reported in the loaded dataset |
| Lauren Smith | NONE | $81,373 | not reported in the loaded dataset |
| Eric Machado | NONE | $80,038 | not reported in the loaded dataset |
| Flakron Kllokoqi | NONE | $78,986 | not reported in the loaded dataset |
| Justin Marchesani | NONE | $77,657 | not reported in the loaded dataset |
| Elizabeth Cordero | NONE | $77,519 | not reported in the loaded dataset |
| Vivienne Prado | NONE | $76,559 | not reported in the loaded dataset |
| Carla Payot | NONE | $76,406 | not reported in the loaded dataset |
| Nicole Colombo | NONE | $75,519 | not reported in the loaded dataset |
| Mary Adams | NONE | $75,044 | not reported in the loaded dataset |
| Donnelly Mechanical Group | NONE | $75,000 | not reported in the loaded dataset |
| Michael Cusumano | NONE | $74,644 | not reported in the loaded dataset |
| Leslie Welch | NONE | $74,416 | not reported in the loaded dataset |
| Kenya Sanders | NONE | $74,359 | not reported in the loaded dataset |
| Michael Florio | NONE | $71,581 | not reported in the loaded dataset |
| Brandon Arroyo | NONE | $71,102 | not reported in the loaded dataset |
| Jessica Saitta | NONE | $71,040 | not reported in the loaded dataset |
| Portia A Persaud | NONE | $70,902 | not reported in the loaded dataset |
| Elizabeth Martin | NONE | $70,048 | not reported in the loaded dataset |
| Sandy Derezil | NONE | $69,313 | not reported in the loaded dataset |
| Joseph Perone | NONE | $69,086 | not reported in the loaded dataset |
| Suzanna M Robles | NONE | $68,568 | not reported in the loaded dataset |
| Anita Lopez | NONE | $67,661 | not reported in the loaded dataset |
| Carey Bubeck | NONE | $67,291 | not reported in the loaded dataset |
| Suzanne M Brogan | NONE | $67,260 | not reported in the loaded dataset |
| Ivan Munoz-Arcos | NONE | $66,532 | not reported in the loaded dataset |
| Venera Nikonova | NONE | $65,656 | not reported in the loaded dataset |
| Benjamin P Feltz | NONE | $65,362 | not reported in the loaded dataset |
| Yolanda Mauleon | NONE | $65,342 | not reported in the loaded dataset |
| Michelle Martin | NONE | $65,330 | not reported in the loaded dataset |
| Alex D Krull | NONE | $64,969 | not reported in the loaded dataset |
| Kristen Gurka | NONE | $64,914 | not reported in the loaded dataset |
| Johanna Nunez | NONE | $63,715 | not reported in the loaded dataset |
| Kevin Echeverria | NONE | $63,347 | not reported in the loaded dataset |
| Carmen R Arjoon | NONE | $62,478 | not reported in the loaded dataset |
| Maria C Torres | NONE | $62,439 | not reported in the loaded dataset |
| Philip Yuen | NONE | $62,384 | not reported in the loaded dataset |
| Julia Keaveney | NONE | $61,693 | not reported in the loaded dataset |
| Mariya Lapteva | NONE | $60,216 | not reported in the loaded dataset |
| Lori Bokun | NONE | $60,029 | not reported in the loaded dataset |
| Petita Murillo | NONE | $58,893 | not reported in the loaded dataset |
| Segal Select Insurance Inc | NONE | $0 | $57,201 |
| Simone Venna | NONE | $57,101 | not reported in the loaded dataset |
| Kevin Dentice | NONE | $56,869 | not reported in the loaded dataset |
| Monica C Fleming | NONE | $55,792 | not reported in the loaded dataset |
| Georgia Pullen | NONE | $55,734 | not reported in the loaded dataset |
| Felix Montanez | NONE | $55,679 | not reported in the loaded dataset |
| Paychex Inc | NONE | $55,235 | not reported in the loaded dataset |
| Martin Ojeda-Olivar | NONE | $55,063 | not reported in the loaded dataset |
| Kastle System | NONE | $53,148 | not reported in the loaded dataset |
| Jonathan S Rivera | NONE | $52,555 | not reported in the loaded dataset |
| Raul Romero | NONE | $52,374 | not reported in the loaded dataset |
| Angela C Pena | NONE | $51,957 | not reported in the loaded dataset |
| Jonacel S De Jesus | NONE | $51,842 | not reported in the loaded dataset |
| State Street Global Advisors | NONE | $49,762 | $0 |
| Zyrafete Nikqi | NONE | $49,623 | not reported in the loaded dataset |
| Kwaku Marfo | NONE | $48,429 | not reported in the loaded dataset |
| Sean M Tucker | NONE | $47,986 | not reported in the loaded dataset |
| Grace R Evangelista | NONE | $47,533 | not reported in the loaded dataset |
| Naginah Gogolli | NONE | $46,610 | not reported in the loaded dataset |
| Jesus Quinones | NONE | $45,169 | not reported in the loaded dataset |
| Abraham Viera | NONE | $44,956 | not reported in the loaded dataset |
| Reshay L Bailey | NONE | $43,753 | not reported in the loaded dataset |
| Cristina Lopez | NONE | $43,425 | not reported in the loaded dataset |
| Cynthia Stanojlovic | NONE | $41,216 | not reported in the loaded dataset |
| Celenia Lugo | NONE | $40,601 | not reported in the loaded dataset |
| Christopher V Marrapodi | NONE | $40,539 | not reported in the loaded dataset |
| Cassandre M Swiader | NONE | $40,138 | not reported in the loaded dataset |
| Jamal Augustine | NONE | $39,640 | not reported in the loaded dataset |
| Tiffany A Ortiz | NONE | $37,940 | not reported in the loaded dataset |
| Reuben Leib Genkin | NONE | $36,615 | not reported in the loaded dataset |
| Jessica Jaishwar | NONE | $36,319 | not reported in the loaded dataset |
| Imani M Miller | NONE | $35,550 | not reported in the loaded dataset |
| Kennia Figueroa | NONE | $34,868 | not reported in the loaded dataset |
| Principal Custody Solutions | NONE | $34,184 | $0 |
| Michael B Oliveras | NONE | $32,512 | not reported in the loaded dataset |
| Administrative Services Only Inc | NONE | $22,033 | not reported in the loaded dataset |
| Aargo Security | NONE | $10,071 | not reported in the loaded dataset |
| Baker And Hostetler | ATTORNEY | $6,873 | not reported in the loaded dataset |
| Joseph Paterno Design | PRINTER | $6,050 | not reported in the loaded dataset |
| Accurate Electrical Contractors Cor | NONE | $5,738 | not reported in the loaded dataset |