2023 Form 5500 filing — I.A.T.S.E. Atlanta Annuity Trust
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 20250915184450NAL0001260881004) for I.A.T.S.E. Atlanta Annuity Trust, reported by Iatse Atlanta Annuity Trust Board Of Trustees under EIN 58-2436601 and plan number 001. It reports 661 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250915184450NAL0001260881004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Iatse Atlanta Annuity Trust Board Of Trustees
- EIN
- 58-2436601
- Plan number
- 001
- Location
- Cordova, TN
- Participants
- 661
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,818,099
- Total liabilities (EOY)
- $82
- Net assets (EOY)
- $3,818,017
- Employer contributions
- $525,051
- Total income / additions
- $953,354
- Benefits paid
- $326,482
- Administrative expenses
- $85,779
- Total expenses
- $412,261
- Net increase / (decrease)
- $541,093
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Jenkins & Associates | CONTRACT ADMINISTRATOR | $40,500 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney | INVESTMENT ADVISORY | $19,556 | $0 |
| Steven D. Eisenberg Cpa, P.A. | AUDITOR | $10,576 | not reported in the loaded dataset |
| Administrative Consulting Services | CONTRACT ADMINISTRATOR | $9,000 | not reported in the loaded dataset |