I.A.T.S.E. Local 16 Pension Plan — Form 5500 plan (I.A.T.S.E. Local 16 Pension Plan 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. Local 16 Pension Plan is a benefit plan reported by I.A.T.S.E. Local 16 Pension Plan Trustees under EIN 94-6296420 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,127 participants and $269,937,959 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- I.A.T.S.E. Local 16 Pension Plan Trustees
- EIN
- 94-6296420
- Plan number
- 001
- Plan type
- 1
- Location
- Pleasanton, CA
- Latest filing year
- 2023
- Participants
- 4,127
- End-of-year plan assets
- $269,937,959
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,127 | H, C | 20241015174306NAL0049185200001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $269,937,959
- Total liabilities (EOY)
- $2,420,301
- Net assets (EOY)
- $267,517,658
- Net assets (BOY)
- $254,623,247
Income & contributions
- Employer contributions
- $11,106,395
- Total contributions
- $11,106,395
- Total income / additions
- $31,963,981
Expenses & distributions
- Benefits paid
- $17,762,355
- Administrative expenses
- $1,307,215
- Total expenses
- $19,069,570
- Net increase / (decrease)
- $12,894,411
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benesys, Inc. | NONE | $238,593 | not reported in the loaded dataset | 2023 |
| Invesco Advisers, Inc. | NONE | $149,069 | not reported in the loaded dataset | 2023 |
| Rael And Letson | NONE | $141,090 | not reported in the loaded dataset | 2023 |
| Verus Advisory, Inc. | NONE | $130,000 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown, P.C. | NONE | $123,260 | not reported in the loaded dataset | 2023 |
| Weinberg, Roger, And Rosenfeld | NONE | $75,022 | not reported in the loaded dataset | 2023 |
| Cim Group | NONE | $28,125 | $0 | 2023 |
| American Realty Advisors, LLC | NONE | $28,125 | $0 | 2023 |
| Amalgamated Bank | NONE | $24,507 | $0 | 2023 |
| Smart Source, LLC | NONE | $22,868 | not reported in the loaded dataset | 2023 |
| Wells Fargo Bank | NONE | $15,338 | not reported in the loaded dataset | 2023 |
| Loomis Sayles & Co., Lp | NONE | $13,530 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $7,581 | not reported in the loaded dataset | 2023 |
| Union Insurance Group | NONE | $0 | $5,367 | 2023 |
| Brown Audio Visual Services | NONE | $5,011 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for I.A.T.S.E. Local 16 Pension Plan Trustees
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Pleasanton, CA
- Benesys, Inc. — Schedule C compensation
- Invesco Advisers, Inc. — Schedule C compensation
- Rael And Letson — Schedule C compensation
- Verus Advisory, Inc. — Schedule C compensation
- Withumsmith+Brown, P.C. — Schedule C compensation
- Weinberg, Roger, And Rosenfeld — Schedule C compensation
- Cim Group — Schedule C compensation
- American Realty Advisors, LLC — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- Smart Source, LLC — Schedule C compensation
- Wells Fargo Bank — Schedule C compensation
- Loomis Sayles & Co., Lp — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Union Insurance Group — Schedule C compensation
- Brown Audio Visual Services — Schedule C compensation