I.A.T.S.E. Local 33 Section 401(K) Plan — Form 5500 plan (Board Of Trustees, I.A.T.S.E. Local 33 Section 401(K))
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 33 Section 401(K) Plan is a benefit plan reported by Board Of Trustees, I.A.T.S.E. Local 33 Section 401(K) under EIN 95-3954078 and plan number 002. The latest loaded filing year is 2023. The filing reports 7,950 participants and $341,978,672 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, I.A.T.S.E. Local 33 Section 401(K)
- EIN
- 95-3954078
- Plan number
- 002
- Plan type
- 1
- Location
- Los Angeles, CA
- Latest filing year
- 2023
- Participants
- 7,950
- End-of-year plan assets
- $341,978,672
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,950 | H, C | 20241008212504NAL0010102835001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $341,978,672
- Total liabilities (EOY)
- $73,596
- Net assets (EOY)
- $341,905,076
- Net assets (BOY)
- $295,444,211
Income & contributions
- Employer contributions
- $5,957,949
- Participant contributions
- $7,665,476
- Total contributions
- $13,761,793
- Total income / additions
- $63,442,167
Expenses & distributions
- Benefits paid
- $16,537,046
- Administrative expenses
- $444,256
- Total expenses
- $16,981,302
- Net increase / (decrease)
- $46,460,865
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benefit Programs Administration | NONE | $147,670 | not reported in the loaded dataset | 2023 |
| Gilbert & Sackman | NONE | $69,332 | not reported in the loaded dataset | 2023 |
| Alan D Biller Associates | NONE | $62,424 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $32,816 | not reported in the loaded dataset | 2023 |
| Milliman, Inc. | NONE | $30,153 | not reported in the loaded dataset | 2023 |
| Berry And Co Cpa'S | NONE | $8,700 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, I.A.T.S.E. Local 33 Section 401(K)
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Los Angeles, CA
- Benefit Programs Administration — Schedule C compensation
- Gilbert & Sackman — Schedule C compensation
- Alan D Biller Associates — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Milliman, Inc. — Schedule C compensation
- Berry And Co Cpa'S — Schedule C compensation