National I.A.M. Benefit Trust Fund — Form 5500 plan (Board Of Trustees Of The National I.A.M. Benefit Trust 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, National I.A.M. Benefit Trust Fund is a benefit plan reported by Board Of Trustees Of The National I.A.M. Benefit Trust Fund under EIN 36-6562520 and plan number 501. The latest loaded filing year is 2023. The filing reports 13,107 participants and $95,251,772 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The National I.A.M. Benefit Trust Fund
- EIN
- 36-6562520
- Plan number
- 501
- Plan type
- 1
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 13,107
- End-of-year plan assets
- $95,251,772
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 13,107 | H, C | 20241010055412NAL0019655441001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $95,251,772
- Total liabilities (EOY)
- $16,477,977
- Net assets (EOY)
- $78,773,795
- Net assets (BOY)
- $81,441,572
Income & contributions
- Employer contributions
- $123,795,517
- Participant contributions
- $626,124
- Total contributions
- $124,421,641
- Total income / additions
- $133,684,839
Expenses & distributions
- Benefits paid
- $123,405,933
- Administrative expenses
- $12,946,683
- Total expenses
- $136,352,616
- Net increase / (decrease)
- -$2,667,777
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Vitech Systems Group | NONE | $5,740,225 | not reported in the loaded dataset | 2023 |
| Cigna | NONE | $4,382,207 | $0 | 2023 |
| Iam National Pension Fund | RELATED BENEFIT FUND | $1,632,569 | not reported in the loaded dataset | 2023 |
| Linea Solutions | NONE | $1,227,865 | not reported in the loaded dataset | 2023 |
| Delta Dental | NONE | $355,286 | not reported in the loaded dataset | 2023 |
| Caremark | not reported in the loaded dataset | $339,002 | not reported in the loaded dataset | 2023 |
| Comprehensive Healthcare Systems | NONE | $232,089 | not reported in the loaded dataset | 2023 |
| Managed Business Solutions LLC | NONE | $206,963 | not reported in the loaded dataset | 2023 |
| Withum Smith & Brown Pc | NONE | $178,192 | not reported in the loaded dataset | 2023 |
| Karen Brown | EMPLOYEE | $160,753 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $153,541 | not reported in the loaded dataset | 2023 |
| Evernorth Behavorial Health Inc | NONE | $125,699 | $0 | 2023 |
| Invesco Advisers Inc | NONE | $113,824 | not reported in the loaded dataset | 2023 |
| Novak Francella LLC | NONE | $102,501 | not reported in the loaded dataset | 2023 |
| Monica Fauntleroy | EMPLOYEE | $101,179 | not reported in the loaded dataset | 2023 |
| Devika Mathur | EMPLOYEE | $92,339 | not reported in the loaded dataset | 2023 |
| Frederick Ross | EMPLOYEE | $91,570 | not reported in the loaded dataset | 2023 |
| Tonya Y Blake | EMPLOYEE | $86,617 | not reported in the loaded dataset | 2023 |
| Stephanie Ross | EMPLOYEE | $81,577 | not reported in the loaded dataset | 2023 |
| Chandra Williams | EMPLOYEE | $80,223 | not reported in the loaded dataset | 2023 |
| Carleen Anderson-Gerald | EMPLOYEE | $80,126 | not reported in the loaded dataset | 2023 |
| Income Research & Management | NONE | $71,147 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $70,000 | not reported in the loaded dataset | 2023 |
| Proskauer Rose Llp | NONE | $63,569 | not reported in the loaded dataset | 2023 |
| Olayinka Oduntan | EMPLOYEE | $60,487 | not reported in the loaded dataset | 2023 |
| Tania Peterson | EMPLOYEE | $53,228 | not reported in the loaded dataset | 2023 |
| Natasha Shelton | EMPLOYEE | $50,805 | not reported in the loaded dataset | 2023 |
| Slevin & Hart Pc | NONE | $50,702 | not reported in the loaded dataset | 2023 |
| Crystal L Bryant | EMPLOYEE | $46,425 | not reported in the loaded dataset | 2023 |
| Velvet Drayton | EMPLOYEE | $41,834 | not reported in the loaded dataset | 2023 |
| Alexander Rogers | EMPLOYEE | $41,038 | not reported in the loaded dataset | 2023 |
| Demetrice Oxley | EMPLOYEE | $34,890 | not reported in the loaded dataset | 2023 |
| James Tierney | EMPLOYEE | $29,615 | not reported in the loaded dataset | 2023 |
| Eyemed | not reported in the loaded dataset | $25,593 | not reported in the loaded dataset | 2023 |
| Doyle Printing & Offsett Co Inc | NONE | $22,987 | not reported in the loaded dataset | 2023 |
| Part D Advisors | NONE | $12,000 | not reported in the loaded dataset | 2023 |
| State Street Bank And Trust Company | NONE | $10,000 | $0 | 2023 |
| Mark Consulting | NONE | $9,731 | not reported in the loaded dataset | 2023 |
| Paycom Payroll LLC | NONE | $9,542 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services Inc | NONE | $0 | $9,479 | 2023 |
| Alexander Weiss Consulting, LLC | NONE | $6,338 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The National I.A.M. Benefit Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in DC
- 401(k) and benefit plan filings in Washington, DC
- Vitech Systems Group — Schedule C compensation
- Cigna — Schedule C compensation
- Iam National Pension Fund — Schedule C compensation
- Linea Solutions — Schedule C compensation
- Delta Dental — Schedule C compensation
- Caremark — Schedule C compensation
- Comprehensive Healthcare Systems — Schedule C compensation
- Managed Business Solutions LLC — Schedule C compensation
- Withum Smith & Brown Pc — Schedule C compensation
- Karen Brown — Schedule C compensation
- The Segal Company — Schedule C compensation
- Evernorth Behavorial Health Inc — Schedule C compensation
- Invesco Advisers Inc — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- Monica Fauntleroy — Schedule C compensation
- Devika Mathur — Schedule C compensation
- Frederick Ross — Schedule C compensation
- Tonya Y Blake — Schedule C compensation
- Stephanie Ross — Schedule C compensation
- Chandra Williams — Schedule C compensation
- Carleen Anderson-Gerald — Schedule C compensation
- Income Research & Management — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Proskauer Rose Llp — Schedule C compensation
- Olayinka Oduntan — Schedule C compensation
- Tania Peterson — Schedule C compensation
- Natasha Shelton — Schedule C compensation
- Slevin & Hart Pc — Schedule C compensation
- Crystal L Bryant — Schedule C compensation
- Velvet Drayton — Schedule C compensation
- Alexander Rogers — Schedule C compensation
- Demetrice Oxley — Schedule C compensation
- James Tierney — Schedule C compensation
- Eyemed — Schedule C compensation
- Doyle Printing & Offsett Co Inc — Schedule C compensation
- Part D Advisors — Schedule C compensation
- State Street Bank And Trust Company — Schedule C compensation
- Mark Consulting — Schedule C compensation
- Paycom Payroll LLC — Schedule C compensation
- Segal Select Insurance Services Inc — Schedule C compensation
- Alexander Weiss Consulting, LLC — Schedule C compensation