Plan5500

I. A. T. S. E. National Pension Fund — Form 5500 plan (Board Of Trustees I.A.T.S.E. National 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, I. A. T. S. E. National Pension Fund is a benefit plan reported by Board Of Trustees I.A.T.S.E. National Pension Fund under EIN 13-1849172 and plan number 001. The latest loaded filing year is 2023. The filing reports 25,442 participants and $630,035,667 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees I.A.T.S.E. National Pension Fund
EIN
13-1849172
Plan number
001
Plan type
1
Location
New York, NY
Latest filing year
2023
Participants
25,442
End-of-year plan assets
$630,035,667

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202325,442H, C20241024142704NAL0002175586001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$630,035,667
Total liabilities (EOY)
$17,944,524
Net assets (EOY)
$612,091,143
Net assets (BOY)
$526,825,966

Income & contributions

Employer contributions
$28,454,839
Total contributions
$28,454,839
Total income / additions
$83,633,522

Expenses & distributions

Benefits paid
$23,093,122
Administrative expenses
$7,915,074
Total expenses
$31,008,196
Net increase / (decrease)
$52,625,326

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Winmill Software IncNONE$1,102,946not reported in the loaded dataset2023
Schultheis & Panettieri LlpACCOUNTANT$790,495not reported in the loaded dataset2023
Proskauer Rose LlpATTORNEY$628,440not reported in the loaded dataset2023
Anne J ZeislerNONE$434,594not reported in the loaded dataset2023
The Segal CompanyCONSULTANT$372,408not reported in the loaded dataset2023
Spivak Lipton LlpATTORNEY$287,749not reported in the loaded dataset2023
Jp Morgan Chase Bank NaNONE$270,657not reported in the loaded dataset2023
Syntonic Systems IncNONE$260,500not reported in the loaded dataset2023
Scott TrivignoNONE$258,469not reported in the loaded dataset2023
Joel SegalNONE$236,812not reported in the loaded dataset2023
Michael R FifeNONE$227,572not reported in the loaded dataset2023
Rosalina RoldanNONE$223,301not reported in the loaded dataset2023
Margaret Ryan-GroppoNONE$193,564not reported in the loaded dataset2023
Kelly Press IncPRINTER$189,153not reported in the loaded dataset2023
Meketa Investment Group IncNONE$164,969not reported in the loaded dataset2023
Hemalatha SudanthiranNONE$160,962not reported in the loaded dataset2023
Donald NgaiNONE$145,385not reported in the loaded dataset2023
Casey CirilloNONE$142,453not reported in the loaded dataset2023
Natasha SinghNONE$141,231not reported in the loaded dataset2023
Lsv Asset ManagementNONE$128,499not reported in the loaded dataset2023
Amy DuronNONE$128,308not reported in the loaded dataset2023
Cpas SystemsNONE$126,937not reported in the loaded dataset2023
Ian HendersonNONE$126,692not reported in the loaded dataset2023
Polar DesignNONE$124,994not reported in the loaded dataset2023
Bansil PatelNONE$124,615not reported in the loaded dataset2023
Ayleen Joy LaoNONE$107,862not reported in the loaded dataset2023
Kisha SallyNONE$103,077not reported in the loaded dataset2023
Mayra PerezNONE$102,176not reported in the loaded dataset2023
Farhana RazzaqueNONE$100,481not reported in the loaded dataset2023
Svetlana NikitenkoNONE$98,240not reported in the loaded dataset2023
Caroline Ls KandasamiNONE$97,020not reported in the loaded dataset2023
Pauline O BurnsNONE$96,923not reported in the loaded dataset2023
Alana WicksonNONE$96,600not reported in the loaded dataset2023
Dacota ShariffNONE$95,538not reported in the loaded dataset2023
Patricia CassieroNONE$95,192not reported in the loaded dataset2023
Westfield Capital Management LpNONE$95,015$02023
Zhanna GoroshkovNONE$93,462not reported in the loaded dataset2023
Klik Technologies CorpNONE$93,227not reported in the loaded dataset2023
Aron MaengNONE$92,769not reported in the loaded dataset2023
Claudine MaranoNONE$89,857not reported in the loaded dataset2023
John BlondekNONE$88,923not reported in the loaded dataset2023
Philip M TamNONE$88,269not reported in the loaded dataset2023
Andrew J SerranoNONE$87,833not reported in the loaded dataset2023
Kim R KnowlesNONE$87,616not reported in the loaded dataset2023
Minette ReyesNONE$87,118not reported in the loaded dataset2023
Samantha BraksmayerNONE$86,962not reported in the loaded dataset2023
Emily H Dipietro-RamirezNONE$86,962not reported in the loaded dataset2023
Carlos CruzNONE$86,675not reported in the loaded dataset2023
Javier RoblesNONE$85,846not reported in the loaded dataset2023
Marina BolbirerNONE$83,077not reported in the loaded dataset2023
Luke PowersNONE$81,519not reported in the loaded dataset2023
Lauren SmithNONE$81,373not reported in the loaded dataset2023
Eric MachadoNONE$80,038not reported in the loaded dataset2023
Flakron KllokoqiNONE$78,986not reported in the loaded dataset2023
Justin MarchesaniNONE$77,657not reported in the loaded dataset2023
Elizabeth CorderoNONE$77,519not reported in the loaded dataset2023
Vivienne PradoNONE$76,559not reported in the loaded dataset2023
Carla PayotNONE$76,406not reported in the loaded dataset2023
Nicole ColomboNONE$75,519not reported in the loaded dataset2023
Mary AdamsNONE$75,044not reported in the loaded dataset2023
Donnelly Mechanical GroupNONE$75,000not reported in the loaded dataset2023
Michael CusumanoNONE$74,644not reported in the loaded dataset2023
Leslie WelchNONE$74,416not reported in the loaded dataset2023
Kenya SandersNONE$74,359not reported in the loaded dataset2023
Michael FlorioNONE$71,581not reported in the loaded dataset2023
Brandon ArroyoNONE$71,102not reported in the loaded dataset2023
Jessica SaittaNONE$71,040not reported in the loaded dataset2023
Portia A PersaudNONE$70,902not reported in the loaded dataset2023
Elizabeth MartinNONE$70,048not reported in the loaded dataset2023
Sandy DerezilNONE$69,313not reported in the loaded dataset2023
Joseph PeroneNONE$69,086not reported in the loaded dataset2023
Suzanna M RoblesNONE$68,568not reported in the loaded dataset2023
Anita LopezNONE$67,661not reported in the loaded dataset2023
Carey BubeckNONE$67,291not reported in the loaded dataset2023
Suzanne M BroganNONE$67,260not reported in the loaded dataset2023
Ivan Munoz-ArcosNONE$66,532not reported in the loaded dataset2023
Venera NikonovaNONE$65,656not reported in the loaded dataset2023
Benjamin P FeltzNONE$65,362not reported in the loaded dataset2023
Yolanda MauleonNONE$65,342not reported in the loaded dataset2023
Michelle MartinNONE$65,330not reported in the loaded dataset2023
Alex D KrullNONE$64,969not reported in the loaded dataset2023
Kristen GurkaNONE$64,914not reported in the loaded dataset2023
Johanna NunezNONE$63,715not reported in the loaded dataset2023
Kevin EcheverriaNONE$63,347not reported in the loaded dataset2023
Carmen R ArjoonNONE$62,478not reported in the loaded dataset2023
Maria C TorresNONE$62,439not reported in the loaded dataset2023
Philip YuenNONE$62,384not reported in the loaded dataset2023
Julia KeaveneyNONE$61,693not reported in the loaded dataset2023
Mariya LaptevaNONE$60,216not reported in the loaded dataset2023
Lori BokunNONE$60,029not reported in the loaded dataset2023
Petita MurilloNONE$58,893not reported in the loaded dataset2023
Segal Select Insurance IncNONE$0$57,2012023
Simone VennaNONE$57,101not reported in the loaded dataset2023
Kevin DenticeNONE$56,869not reported in the loaded dataset2023
Monica C FlemingNONE$55,792not reported in the loaded dataset2023
Georgia PullenNONE$55,734not reported in the loaded dataset2023
Felix MontanezNONE$55,679not reported in the loaded dataset2023
Paychex IncNONE$55,235not reported in the loaded dataset2023
Martin Ojeda-OlivarNONE$55,063not reported in the loaded dataset2023
Kastle SystemNONE$53,148not reported in the loaded dataset2023
Jonathan S RiveraNONE$52,555not reported in the loaded dataset2023
Raul RomeroNONE$52,374not reported in the loaded dataset2023
Angela C PenaNONE$51,957not reported in the loaded dataset2023
Jonacel S De JesusNONE$51,842not reported in the loaded dataset2023
State Street Global AdvisorsNONE$49,762$02023
Zyrafete NikqiNONE$49,623not reported in the loaded dataset2023
Kwaku MarfoNONE$48,429not reported in the loaded dataset2023
Sean M TuckerNONE$47,986not reported in the loaded dataset2023
Grace R EvangelistaNONE$47,533not reported in the loaded dataset2023
Naginah GogolliNONE$46,610not reported in the loaded dataset2023
Jesus QuinonesNONE$45,169not reported in the loaded dataset2023
Abraham VieraNONE$44,956not reported in the loaded dataset2023
Reshay L BaileyNONE$43,753not reported in the loaded dataset2023
Cristina LopezNONE$43,425not reported in the loaded dataset2023
Cynthia StanojlovicNONE$41,216not reported in the loaded dataset2023
Celenia LugoNONE$40,601not reported in the loaded dataset2023
Christopher V MarrapodiNONE$40,539not reported in the loaded dataset2023
Cassandre M SwiaderNONE$40,138not reported in the loaded dataset2023
Jamal AugustineNONE$39,640not reported in the loaded dataset2023
Tiffany A OrtizNONE$37,940not reported in the loaded dataset2023
Reuben Leib GenkinNONE$36,615not reported in the loaded dataset2023
Jessica JaishwarNONE$36,319not reported in the loaded dataset2023
Imani M MillerNONE$35,550not reported in the loaded dataset2023
Kennia FigueroaNONE$34,868not reported in the loaded dataset2023
Principal Custody SolutionsNONE$34,184$02023
Michael B OliverasNONE$32,512not reported in the loaded dataset2023
Administrative Services Only IncNONE$22,033not reported in the loaded dataset2023
Aargo SecurityNONE$10,071not reported in the loaded dataset2023
Baker And HostetlerATTORNEY$6,873not reported in the loaded dataset2023
Joseph Paterno DesignPRINTER$6,050not reported in the loaded dataset2023
Accurate Electrical Contractors CorNONE$5,738not reported in the loaded dataset2023

Related Form 5500 pages