International Union Of Journeymen And Allied Trades 401(K) Retirement Plan — Form 5500 plan (Board Of Trustees Of Iujat 401k Retirement Trust)
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, International Union Of Journeymen And Allied Trades 401(K) Retirement Plan is a benefit plan reported by Board Of Trustees Of Iujat 401k Retirement Trust under EIN 20-5201401 and plan number 001. The latest loaded filing year is 2023. The filing reports 7,477 participants and $111,671,515 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Iujat 401k Retirement Trust
- EIN
- 20-5201401
- Plan number
- 001
- Plan type
- 1
- Location
- Danbury, CT
- Latest filing year
- 2023
- Participants
- 7,477
- End-of-year plan assets
- $111,671,515
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,477 | H, C | 20241009135132NAL0009283923002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $111,671,515
- Net assets (EOY)
- $111,671,515
- Net assets (BOY)
- $86,428,657
Income & contributions
- Employer contributions
- $7,128,287
- Participant contributions
- $10,696,819
- Total contributions
- $20,007,212
- Total income / additions
- $34,300,916
Expenses & distributions
- Benefits paid
- $8,587,276
- Administrative expenses
- $470,782
- Total expenses
- $9,058,058
- Net increase / (decrease)
- $25,242,858
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Int'L Union Of Journeymen & Allied | NONE | $430,000 | not reported in the loaded dataset | 2023 |
| Milliman | NONE | $25,000 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Co. | NONE | $15,722 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Iujat 401k Retirement Trust
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Danbury, CT
- Int'L Union Of Journeymen & Allied — Schedule C compensation
- Milliman — Schedule C compensation
- Empower Annuity Insurance Co. — Schedule C compensation