I.A.T.S.E. Annuity Fund — Form 5500 plan (Board Of Trustees I.A.T.S.E. Annuity 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. Annuity Fund is a benefit plan reported by Board Of Trustees I.A.T.S.E. Annuity Fund under EIN 13-3088691 and plan number 001. The latest loaded filing year is 2023. The filing reports 96,717 participants and $1,278,924,209 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. Annuity Fund
- EIN
- 13-3088691
- Plan number
- 001
- Plan type
- 1
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 96,717
- End-of-year plan assets
- $1,278,924,209
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 96,717 | H, C | 20241004151539NAL0006795475001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,278,924,209
- Total liabilities (EOY)
- $84,708
- Net assets (EOY)
- $1,278,839,501
- Net assets (BOY)
- $1,145,463,550
Income & contributions
- Employer contributions
- $73,097,698
- Participant contributions
- $8,250,310
- Total contributions
- $82,135,296
- Total income / additions
- $226,929,502
Expenses & distributions
- Benefits paid
- $86,661,470
- Administrative expenses
- $6,892,081
- Total expenses
- $93,553,551
- Net increase / (decrease)
- $133,375,951
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | NONE | $3,134,670 | $0 | 2023 |
| Spivak Lipton Llp | ATTORNEY | $193,716 | not reported in the loaded dataset | 2023 |
| Proskauer Rose Llp | ATTORNEY | $168,849 | not reported in the loaded dataset | 2023 |
| Meketa Investment Group Inc. | NONE | $63,345 | not reported in the loaded dataset | 2023 |
| Schultheis & Panettieri, Llp | ACCOUNTANT | $62,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees I.A.T.S.E. Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Principal Life Insurance Company — Schedule C compensation
- Spivak Lipton Llp — Schedule C compensation
- Proskauer Rose Llp — Schedule C compensation
- Meketa Investment Group Inc. — Schedule C compensation
- Schultheis & Panettieri, Llp — Schedule C compensation