Iatse Local No. 30 Pension Plan — Form 5500 plan (Trustees Of Iatse Local No. 30)
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 No. 30 Pension Plan is a benefit plan reported by Trustees Of Iatse Local No. 30 under EIN 35-1543615 and plan number 001. The latest loaded filing year is 2023. The filing reports 299 participants and $11,730,334 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Iatse Local No. 30
- EIN
- 35-1543615
- Plan number
- 001
- Plan type
- 1
- Location
- Indianapolis, IN
- Latest filing year
- 2023
- Participants
- 299
- End-of-year plan assets
- $11,730,334
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 299 | H, C | 20250319100758NAL0004748993001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,730,334
- Total liabilities (EOY)
- $12,784
- Net assets (EOY)
- $11,717,550
- Net assets (BOY)
- $9,870,656
Income & contributions
- Employer contributions
- $967,380
- Total contributions
- $967,380
- Total income / additions
- $2,657,957
Expenses & distributions
- Benefits paid
- $648,407
- Administrative expenses
- $162,656
- Total expenses
- $811,063
- Net increase / (decrease)
- $1,846,894
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rw Baird | NONE | $72,523 | not reported in the loaded dataset | 2023 |
| United Actuarial Services, Inc. | NONE | $32,300 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen, Llp | NONE | $25,200 | not reported in the loaded dataset | 2023 |
| Ledbetter Parisi LLC | NONE | $8,630 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Iatse Local No. 30
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Indianapolis, IN
- Rw Baird — Schedule C compensation
- United Actuarial Services, Inc. — Schedule C compensation
- Cliftonlarsonallen, Llp — Schedule C compensation
- Ledbetter Parisi LLC — Schedule C compensation