2023 Form 5500 filing — Iatse Local 38 Pension Plan
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 20250415091507NAL0005537136003) for Iatse Local 38 Pension Plan, reported by Board Of Trustees, Iatse Local 38 Pension Fund under EIN 38-2848288 and plan number 001. It reports 1,481 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415091507NAL0005537136003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Iatse Local 38 Pension Fund
- EIN
- 38-2848288
- Plan number
- 001
- Location
- Troy, MI
- Participants
- 1,481
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $36,186,554
- Total liabilities (EOY)
- $340,364
- Net assets (EOY)
- $35,846,190
- Employer contributions
- $2,073,698
- Total income / additions
- $5,150,725
- Benefits paid
- $4,652,320
- Administrative expenses
- $456,725
- Total expenses
- $5,109,045
- Net increase / (decrease)
- $41,680
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | NONE | $207,093 | $0 |
| Watkins Pawlick Calati Prifti, Pc | NONE | $70,701 | not reported in the loaded dataset |
| Solxsys Administrative Solutions | NONE | $63,318 | not reported in the loaded dataset |
| Withumsmith+Brown, P.C. | NONE | $32,729 | not reported in the loaded dataset |
| Tic International Corporation | NONE | $23,963 | not reported in the loaded dataset |
| Benda, Grace, Stulz & Company, P.C. | NONE | $12,700 | not reported in the loaded dataset |
| Legghio & Isreal, P.C. | NONE | $9,070 | not reported in the loaded dataset |
| Boyd Waterson Asset Management | NONE | $7,624 | not reported in the loaded dataset |
| United Actuarial Serervices | NONE | $6,000 | not reported in the loaded dataset |
| The London Company | NONE | $0 | $0 |
| Fiera Capital Management | NONE | $0 | $0 |
| Jp Morgan | NONE | $0 | $0 |
| Aristotle Capital Management | NONE | $0 | $0 |
| John Hancock | NONE | $0 | $0 |
| Western Asset Management | NONE | $0 | $0 |
| Cohen & Steers | NONE | $0 | $0 |
| Clearbridge Investments, LLC | NONE | $0 | $0 |