I.A.M. National 401k Plan — Form 5500 plan (Board Of Trustees Of I.A.M. National 401(K) 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.M. National 401k Plan is a benefit plan reported by Board Of Trustees Of I.A.M. National 401(K) Fund under EIN 32-0443423 and plan number 003. The latest loaded filing year is 2023. The filing reports 42,601 participants and $828,140,673 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of I.A.M. National 401(K) Fund
- EIN
- 32-0443423
- Plan number
- 003
- Plan type
- 1
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 42,601
- End-of-year plan assets
- $828,140,673
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 42,601 | H, C | 20241014063108NAL0026720065001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $828,140,673
- Total liabilities (EOY)
- $945,435
- Net assets (EOY)
- $827,195,238
- Net assets (BOY)
- $694,707,459
Income & contributions
- Employer contributions
- $30,695,913
- Participant contributions
- $53,836,301
- Total contributions
- $89,419,297
- Total income / additions
- $203,820,297
Expenses & distributions
- Benefits paid
- $69,246,210
- Administrative expenses
- $2,086,308
- Total expenses
- $71,332,518
- Net increase / (decrease)
- $132,487,779
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Iam National Pension Fund | RELATED BENEFIT FUND | $2,192,743 | not reported in the loaded dataset | 2023 |
| John Hancock Retirement Plan Servic | NONE | $208,475 | $0 | 2023 |
| Morgan Stanley Smith Barney, LLC | NONE | $62,500 | not reported in the loaded dataset | 2023 |
| Withum Smith & Brown Pc | NONE | $62,246 | not reported in the loaded dataset | 2023 |
| Novak Francella LLC | NONE | $47,945 | not reported in the loaded dataset | 2023 |
| Slevin & Hart, P.C. | NONE | $47,831 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Servcies Inc | NONE | $0 | $42,979 | 2023 |
| Insight Direct Usa Inc | NONE | $26,448 | not reported in the loaded dataset | 2023 |
| Beacon Hill Staffing Group, LLC | NONE | $0 | $22,885 | 2023 |
| Data Canopy Colocation | NONE | $10,378 | not reported in the loaded dataset | 2023 |
| Vitech Systems Sub LLC | NONE | $9,818 | not reported in the loaded dataset | 2023 |
| Mark Buckberg | NONE | $7,700 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of I.A.M. National 401(K) Fund
- 2023 Form 5500 filing
- Form 5500 filings in DC
- 401(k) and benefit plan filings in Washington, DC
- Iam National Pension Fund — Schedule C compensation
- John Hancock Retirement Plan Servic — Schedule C compensation
- Morgan Stanley Smith Barney, LLC — Schedule C compensation
- Withum Smith & Brown Pc — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- Slevin & Hart, P.C. — Schedule C compensation
- Segal Select Insurance Servcies Inc — Schedule C compensation
- Insight Direct Usa Inc — Schedule C compensation
- Beacon Hill Staffing Group, LLC — Schedule C compensation
- Data Canopy Colocation — Schedule C compensation
- Vitech Systems Sub LLC — Schedule C compensation
- Mark Buckberg — Schedule C compensation