I.A.T.S.E. Atlanta Annuity Trust — Form 5500 plan (Iatse Atlanta Annuity Trust Board Of Trustees)
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. Atlanta Annuity Trust is a benefit plan reported by Iatse Atlanta Annuity Trust Board Of Trustees under EIN 58-2436601 and plan number 001. The latest loaded filing year is 2023. The filing reports 661 participants and $3,818,099 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Iatse Atlanta Annuity Trust Board Of Trustees
- EIN
- 58-2436601
- Plan number
- 001
- Plan type
- 1
- Location
- Cordova, TN
- Latest filing year
- 2023
- Participants
- 661
- End-of-year plan assets
- $3,818,099
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 661 | H, C | 20250915184450NAL0001260881004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,818,099
- Total liabilities (EOY)
- $82
- Net assets (EOY)
- $3,818,017
- Net assets (BOY)
- $3,276,924
Income & contributions
- Employer contributions
- $525,051
- Total contributions
- $525,051
- Total income / additions
- $953,354
Expenses & distributions
- Benefits paid
- $326,482
- Administrative expenses
- $85,779
- Total expenses
- $412,261
- Net increase / (decrease)
- $541,093
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Jenkins & Associates | CONTRACT ADMINISTRATOR | $40,500 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney | INVESTMENT ADVISORY | $19,556 | $0 | 2023 |
| Steven D. Eisenberg Cpa, P.A. | AUDITOR | $10,576 | not reported in the loaded dataset | 2023 |
| Administrative Consulting Services | CONTRACT ADMINISTRATOR | $9,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Iatse Atlanta Annuity Trust Board Of Trustees
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Cordova, TN
- Jenkins & Associates — Schedule C compensation
- Morgan Stanley Smith Barney — Schedule C compensation
- Steven D. Eisenberg Cpa, P.A. — Schedule C compensation
- Administrative Consulting Services — Schedule C compensation