Welfare Fund Of Local No. One I.A.T.S.E. — Form 5500 plan (Board Of Trustees Of Welfare Fund Of Local No. One I.A.T.S.E.)

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, Welfare Fund Of Local No. One I.A.T.S.E. is a benefit plan reported by Board Of Trustees Of Welfare Fund Of Local No. One I.A.T.S.E. under EIN 13-6174166 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,760 participants and $65,507,073 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees Of Welfare Fund Of Local No. One I.A.T.S.E.
EIN
13-6174166
Plan number
501
Plan type
1
Location
New York, NY
Latest filing year
2023
Participants
2,760
End-of-year plan assets
$65,507,073

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,760H, C20250407115023NAL0018361873001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$65,507,073
Total liabilities (EOY)
$6,560,541
Net assets (EOY)
$58,946,532
Net assets (BOY)
$43,613,563

Income & contributions

Employer contributions
$55,253,478
Participant contributions
$4,063,540
Total contributions
$59,317,018
Total income / additions
$61,466,402

Expenses & distributions

Benefits paid
$44,332,894
Administrative expenses
$1,800,539
Total expenses
$46,133,433
Net increase / (decrease)
$15,332,969

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Aetna Life Insurance CompanyNONE$1,034,302not reported in the loaded dataset2023
Saveonsp, LLCNONE$581,659not reported in the loaded dataset2023
The Segal Company (Eastern States)NONE$328,516not reported in the loaded dataset2023
Proskauer Rose, LlpNONE$185,438not reported in the loaded dataset2023
Express Scripts, Inc.NONE$147,159not reported in the loaded dataset2023
Spivak Lipton, LlpNONE$77,067not reported in the loaded dataset2023
Ducenta Squared Asset ManagementNONE$62,757not reported in the loaded dataset2023
Schultheis & Panettieri, LlpNONE$57,261not reported in the loaded dataset2023
Segal Select Insurance Services,IncNONE$0$21,8872023
Adeptus Advisors, LLCNONE$16,800not reported in the loaded dataset2023
Gallagher Fiduciary Advisors, LLCNONE$15,583not reported in the loaded dataset2023
Syntonic Systems, Inc.NONE$14,580not reported in the loaded dataset2023
9 To 5 Office SuppliesNONE$14,405not reported in the loaded dataset2023
Comprehensive Consulting SolutionsNONE$12,067not reported in the loaded dataset2023
Principal Building ServicesNONE$11,176not reported in the loaded dataset2023
Pwc ConsultingNONE$10,800not reported in the loaded dataset2023
Pylon LogisticsNONE$10,023not reported in the loaded dataset2023
ComericaNONE$7,590$02023
Prelude Consulting, Inc.NONE$7,361not reported in the loaded dataset2023

Related Form 5500 pages