I.A.T.S.E. Local 3 Pension Plan — Form 5500 plan (I.A.T.S.E. Local 3 Pension Plan)
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 Pension Plan is a benefit plan reported by I.A.T.S.E. Local 3 Pension Plan under EIN 25-6073053 and plan number 001. The latest loaded filing year is 2023. The filing reports 185 participants and $11,638,716 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- I.A.T.S.E. Local 3 Pension Plan
- EIN
- 25-6073053
- Plan number
- 001
- Plan type
- 1
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
- Participants
- 185
- End-of-year plan assets
- $11,638,716
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 185 | H, C | 20241015163014NAL0030346849014 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,638,716
- Total liabilities (EOY)
- $11,708
- Net assets (EOY)
- $11,627,008
- Net assets (BOY)
- $9,886,539
Income & contributions
- Employer contributions
- $1,297,582
- Total contributions
- $1,297,582
- Total income / additions
- $2,605,497
Expenses & distributions
- Benefits paid
- $701,415
- Administrative expenses
- $163,613
- Total expenses
- $865,028
- Net increase / (decrease)
- $1,740,469
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 | $45,446 | not reported in the loaded dataset | 2023 |
| Cowden Associates | NONE | $30,105 | not reported in the loaded dataset | 2023 |
| Meyer Unkovic & Scott Llp | NONE | $12,512 | not reported in the loaded dataset | 2023 |
| Cypher & Cypher Cpa'S | NONE | $6,900 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for I.A.T.S.E. Local 3 Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Pittsburgh, PA
- Cw Breitsman Associates LLC — Schedule C compensation
- Xpyria — Schedule C compensation
- Cowden Associates — Schedule C compensation
- Meyer Unkovic & Scott Llp — Schedule C compensation
- Cypher & Cypher Cpa'S — Schedule C compensation