Iatse Local 38 Pension Plan — Form 5500 plan (Board Of Trustees, Iatse Local 38 Pension 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, Iatse Local 38 Pension Plan is a benefit plan reported by Board Of Trustees, Iatse Local 38 Pension Fund under EIN 38-2848288 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,481 participants and $36,186,554 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Iatse Local 38 Pension Fund
- EIN
- 38-2848288
- Plan number
- 001
- Plan type
- 1
- Location
- Troy, MI
- Latest filing year
- 2023
- Participants
- 1,481
- End-of-year plan assets
- $36,186,554
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,481 | H, C | 20250415091507NAL0005537136003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $36,186,554
- Total liabilities (EOY)
- $340,364
- Net assets (EOY)
- $35,846,190
- Net assets (BOY)
- $35,804,510
Income & contributions
- Employer contributions
- $2,073,698
- Total contributions
- $2,073,698
- Total income / additions
- $5,150,725
Expenses & distributions
- Benefits paid
- $4,652,320
- Administrative expenses
- $456,725
- Total expenses
- $5,109,045
- Net increase / (decrease)
- $41,680
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley | NONE | $207,093 | $0 | 2023 |
| Watkins Pawlick Calati Prifti, Pc | NONE | $70,701 | not reported in the loaded dataset | 2023 |
| Solxsys Administrative Solutions | NONE | $63,318 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown, P.C. | NONE | $32,729 | not reported in the loaded dataset | 2023 |
| Tic International Corporation | NONE | $23,963 | not reported in the loaded dataset | 2023 |
| Benda, Grace, Stulz & Company, P.C. | NONE | $12,700 | not reported in the loaded dataset | 2023 |
| Legghio & Isreal, P.C. | NONE | $9,070 | not reported in the loaded dataset | 2023 |
| Boyd Waterson Asset Management | NONE | $7,624 | not reported in the loaded dataset | 2023 |
| United Actuarial Serervices | NONE | $6,000 | not reported in the loaded dataset | 2023 |
| The London Company | NONE | $0 | $0 | 2023 |
| Fiera Capital Management | NONE | $0 | $0 | 2023 |
| Jp Morgan | NONE | $0 | $0 | 2023 |
| Aristotle Capital Management | NONE | $0 | $0 | 2023 |
| John Hancock | NONE | $0 | $0 | 2023 |
| Western Asset Management | NONE | $0 | $0 | 2023 |
| Cohen & Steers | NONE | $0 | $0 | 2023 |
| Clearbridge Investments, LLC | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Iatse Local 38 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Troy, MI
- Morgan Stanley — Schedule C compensation
- Watkins Pawlick Calati Prifti, Pc — Schedule C compensation
- Solxsys Administrative Solutions — Schedule C compensation
- Withumsmith+Brown, P.C. — Schedule C compensation
- Tic International Corporation — Schedule C compensation
- Benda, Grace, Stulz & Company, P.C. — Schedule C compensation
- Legghio & Isreal, P.C. — Schedule C compensation
- Boyd Waterson Asset Management — Schedule C compensation
- United Actuarial Serervices — Schedule C compensation
- The London Company — Schedule C compensation
- Fiera Capital Management — Schedule C compensation
- Jp Morgan — Schedule C compensation
- Aristotle Capital Management — Schedule C compensation
- John Hancock — Schedule C compensation
- Western Asset Management — Schedule C compensation
- Cohen & Steers — Schedule C compensation
- Clearbridge Investments, LLC — Schedule C compensation