I.A.T.S.E. Local No. 31 Retirement Plan — Form 5500 plan (I.A.T.S.E. Local No. 31)
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 No. 31 Retirement Plan is a benefit plan reported by I.A.T.S.E. Local No. 31 under EIN 44-0459340 and plan number 001. The latest loaded filing year is 2023. The filing reports 226 participants and $11,948,232 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- I.A.T.S.E. Local No. 31
- EIN
- 44-0459340
- Plan number
- 001
- Plan type
- 1
- Location
- Kansas City, MO
- Latest filing year
- 2023
- Participants
- 226
- End-of-year plan assets
- $11,948,232
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 226 | H, C | 20240903124551NAL0038846018001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,948,232
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,948,232
- Net assets (BOY)
- $10,840,028
Income & contributions
- Employer contributions
- $898,533
- Total contributions
- $898,533
- Total income / additions
- $2,185,157
Expenses & distributions
- Benefits paid
- $977,265
- Administrative expenses
- $99,688
- Total expenses
- $1,076,953
- Net increase / (decrease)
- $1,108,204
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cook Street Consulting, Inc. | NONE | $29,964 | not reported in the loaded dataset | 2023 |
| Cbiz | NONE | $24,560 | not reported in the loaded dataset | 2023 |
| Deboer & Associates, P.C. | NONE | $18,500 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | $18,176 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for I.A.T.S.E. Local No. 31
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Kansas City, MO
- Cook Street Consulting, Inc. — Schedule C compensation
- Cbiz — Schedule C compensation
- Deboer & Associates, P.C. — Schedule C compensation
- Us Bank — Schedule C compensation