Iatse Local 8 Annuity Fund — Form 5500 plan (Iatse Local 8 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, Iatse Local 8 Annuity Fund is a benefit plan reported by Iatse Local 8 Annuity Fund under EIN 23-2785557 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,008 participants and $63,457,874 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Iatse Local 8 Annuity Fund
- EIN
- 23-2785557
- Plan number
- 001
- Plan type
- 1
- Location
- Wayne, PA
- Latest filing year
- 2023
- Participants
- 3,008
- End-of-year plan assets
- $63,457,874
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,008 | H, C | 20241010144236NAL0011618595001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $63,457,874
- Total liabilities (EOY)
- $7,000
- Net assets (EOY)
- $63,450,874
- Net assets (BOY)
- $52,540,512
Income & contributions
- Employer contributions
- $5,601,755
- Total contributions
- $5,601,755
- Total income / additions
- $14,158,158
Expenses & distributions
- Benefits paid
- $2,929,359
- Administrative expenses
- $318,437
- Total expenses
- $3,247,796
- Net increase / (decrease)
- $10,910,362
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Priac | NONE | $200,914 | not reported in the loaded dataset | 2023 |
| Iatse 8 Annuity Fund | NONE | $55,862 | not reported in the loaded dataset | 2023 |
| Rbc | NONE | $40,759 | not reported in the loaded dataset | 2023 |
| Oneill Consulting Corp | NONE | $24,600 | not reported in the loaded dataset | 2023 |
| Novak Francella | NONE | $17,869 | not reported in the loaded dataset | 2023 |
| Cleary Josem Triganni Llp | NONE | $10,125 | not reported in the loaded dataset | 2023 |
| Anthony Pontarelli Cpa, LLC | NONE | $7,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Iatse Local 8 Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Wayne, PA
- Priac — Schedule C compensation
- Iatse 8 Annuity Fund — Schedule C compensation
- Rbc — Schedule C compensation
- Oneill Consulting Corp — Schedule C compensation
- Novak Francella — Schedule C compensation
- Cleary Josem Triganni Llp — Schedule C compensation
- Anthony Pontarelli Cpa, LLC — Schedule C compensation