Pension Fund Of Local 11, Iatse — Form 5500 plan (Iatse Local 11, Pension Fund)
Plain-English plan 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, Pension Fund Of Local 11, Iatse is a benefit plan reported by Iatse Local 11, Pension Fund under EIN 04-6211188 and plan number 001. The latest loaded filing year is 2023. The filing reports 435 participants and $63,847,543 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Iatse Local 11, Pension Fund
- EIN
- 04-6211188
- Plan number
- 001
- Plan type
- 1
- Location
- South Boston, MA
- Latest filing year
- 2023
- Participants
- 435
- End-of-year plan assets
- $63,847,543
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 435 | H, C | 20250616125946NAL0000482083001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $63,847,543
- Net assets (EOY)
- $63,847,543
- Net assets (BOY)
- $57,193,611
Income & contributions
- Employer contributions
- $2,632,723
- Total contributions
- $2,632,723
- Total income / additions
- $9,382,707
Expenses & distributions
- Benefits paid
- $2,253,361
- Administrative expenses
- $475,414
- Total expenses
- $2,728,775
- Net increase / (decrease)
- $6,653,932
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Boston Trust And Inv Mgmt Co | PARTY IN INTEREST | $263,789 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $73,500 | not reported in the loaded dataset | 2023 |
| D'Arcangelo & Co. | NONE | $17,500 | not reported in the loaded dataset | 2023 |
| Schultheis & Panettieri Llp | NONE | $5,751 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Iatse Local 11, Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in South Boston, MA
- Boston Trust And Inv Mgmt Co — Schedule C compensation
- The Segal Company — Schedule C compensation
- D'Arcangelo & Co. — Schedule C compensation
- Schultheis & Panettieri Llp — Schedule C compensation