I.A.T.S.E. Local 99 Health Trust — Form 5500 plan (I.A.T.S.E. Local 99 Health Trust)
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 99 Health Trust is a benefit plan reported by I.A.T.S.E. Local 99 Health Trust under EIN 87-6128478 and plan number 501. The latest loaded filing year is 2023. The filing reports 969 participants and $4,270,333 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- I.A.T.S.E. Local 99 Health Trust
- EIN
- 87-6128478
- Plan number
- 501
- Plan type
- 1
- Location
- Salt Lake City, UT
- Latest filing year
- 2023
- Participants
- 969
- End-of-year plan assets
- $4,270,333
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 969 | H, C | 20241014140201NAL0013413891006 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,270,333
- Total liabilities (EOY)
- $3,228
- Net assets (EOY)
- $4,267,105
- Net assets (BOY)
- $3,231,256
Income & contributions
- Employer contributions
- $1,260,646
- Participant contributions
- -$3,328
- Total contributions
- $1,257,318
- Total income / additions
- $1,849,528
Expenses & distributions
- Benefits paid
- $574,529
- Administrative expenses
- $239,150
- Total expenses
- $813,679
- Net increase / (decrease)
- $1,035,849
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Laura K. Smith | UNION MEMBER | $59,346 | not reported in the loaded dataset | 2023 |
| Dan Hutten | UNION MEMBER | $42,171 | not reported in the loaded dataset | 2023 |
| Haynie & Company | AUDITOR | $24,000 | not reported in the loaded dataset | 2023 |
| Sebastian Chance Stewart | OFFICE ASSISTANT | $19,584 | not reported in the loaded dataset | 2023 |
| North Star Consulting & Tax LLC | ACCOUNTING | $5,983 | not reported in the loaded dataset | 2023 |
| Ryeanne Smith | OFFICE ASSISTANT | $3,168 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for I.A.T.S.E. Local 99 Health Trust
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in Salt Lake City, UT
- Laura K. Smith — Schedule C compensation
- Dan Hutten — Schedule C compensation
- Haynie & Company — Schedule C compensation
- Sebastian Chance Stewart — Schedule C compensation
- North Star Consulting & Tax LLC — Schedule C compensation
- Ryeanne Smith — Schedule C compensation