2023 Form 5500 filing — Employee Pension Benefit Plan Local 640 Iatse
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 20250320181043NAL0013902098001) for Employee Pension Benefit Plan Local 640 Iatse, reported by Board Of Trustees Employee Pension Benefit Plan Local 640 I.A.T.S.E. under EIN 11-6009100 and plan number 001. It reports 129 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250320181043NAL0013902098001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Employee Pension Benefit Plan Local 640 I.A.T.S.E.
- EIN
- 11-6009100
- Plan number
- 001
- Location
- New York, NY
- Participants
- 129
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $124,922
- Total liabilities (EOY)
- $24,819
- Net assets (EOY)
- $100,103
- Total income / additions
- $383,683
- Benefits paid
- $326,597
- Administrative expenses
- $80,588
- Total expenses
- $407,185
- Net increase / (decrease)
- -$23,502
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Usi Consulting | NONE | $39,799 | not reported in the loaded dataset |
| Larry Magarik, Esq. | INDEPENDENT TRUSTEE | $15,230 | not reported in the loaded dataset |
| Novak Francella, LLC | NONE | $13,000 | not reported in the loaded dataset |