I.A.T.S.E. Local 3 Welfare Fund — Form 5500 plan (I.A.T.S.E. Local 3 Welfare 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. Local 3 Welfare Fund is a benefit plan reported by I.A.T.S.E. Local 3 Welfare Fund under EIN 25-6063610 and plan number 501. The latest loaded filing year is 2023. The filing reports 107 participants and $3,726,325 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- I.A.T.S.E. Local 3 Welfare Fund
- EIN
- 25-6063610
- Plan number
- 501
- Plan type
- 1
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
- Participants
- 107
- End-of-year plan assets
- $3,726,325
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 107 | H, C | 20241015121508NAL0028369009009 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,726,325
- Total liabilities (EOY)
- $117,455
- Net assets (EOY)
- $3,608,870
- Net assets (BOY)
- $3,140,224
Income & contributions
- Employer contributions
- $972,595
- Participant contributions
- $48,191
- Total contributions
- $1,020,786
- Total income / additions
- $1,336,990
Expenses & distributions
- Benefits paid
- $787,778
- Administrative expenses
- $80,566
- Total expenses
- $868,344
- Net increase / (decrease)
- $468,646
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cw Breitsman Associates LLC | NONE | $52,152 | not reported in the loaded dataset | 2023 |
| Xpyria | NONE | $13,589 | not reported in the loaded dataset | 2023 |
| Cypher & Cypher | NONE | $7,200 | not reported in the loaded dataset | 2023 |