I.A.T.S.E. Local 504 Health And Welfare Trust Fund — Form 5500 plan (Board Of Trustees, I.A.T.S.E. Local 504 Health)
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 504 Health And Welfare Trust Fund is a benefit plan reported by Board Of Trustees, I.A.T.S.E. Local 504 Health under EIN 95-6100367 and plan number 501. The latest loaded filing year is 2023. The filing reports 61 participants and $3,607,574 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 504 Health
- EIN
- 95-6100367
- Plan number
- 501
- Plan type
- 1
- Location
- Los Angeles, CA
- Latest filing year
- 2023
- Participants
- 61
- End-of-year plan assets
- $3,607,574
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 61 | H, C | 20250409182505NAL0011137587001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,607,574
- Total liabilities (EOY)
- $1,073,512
- Net assets (EOY)
- $2,534,062
- Net assets (BOY)
- $2,180,595
Income & contributions
- Employer contributions
- $1,785,758
- Total contributions
- $1,786,343
- Total income / additions
- $1,890,986
Expenses & distributions
- Benefits paid
- $1,371,419
- Administrative expenses
- $166,100
- Total expenses
- $1,537,519
- Net increase / (decrease)
- $353,467
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benefit Programs Administration | NONE | $61,646 | not reported in the loaded dataset | 2023 |
| Rael Letson | NONE | $28,872 | not reported in the loaded dataset | 2023 |
| The Wagner Law Group | NONE | $17,163 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $14,700 | not reported in the loaded dataset | 2023 |
| Michael Surowitz Compliance Vertifi | NONE | $9,192 | 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 504 Health
- 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
- Rael Letson — Schedule C compensation
- The Wagner Law Group — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Michael Surowitz Compliance Vertifi — Schedule C compensation