I.A.T.S.E. Local No. 33 Pension Trust Fund — Form 5500 plan (Board Of Trustees, I.A.T.S.E. Local No. 33 Pension)
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 No. 33 Pension Trust Fund is a benefit plan reported by Board Of Trustees, I.A.T.S.E. Local No. 33 Pension under EIN 95-6377503 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,156 participants and $228,054,543 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 No. 33 Pension
- EIN
- 95-6377503
- Plan number
- 001
- Plan type
- 1
- Location
- Los Angeles, CA
- Latest filing year
- 2023
- Participants
- 2,156
- End-of-year plan assets
- $228,054,543
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,156 | H, C | 20241008195514NAL0010039235001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $228,054,543
- Total liabilities (EOY)
- $186,130
- Net assets (EOY)
- $227,868,413
- Net assets (BOY)
- $218,669,675
Income & contributions
- Employer contributions
- $11,958,460
- Total contributions
- $11,958,460
- Total income / additions
- $38,766,327
Expenses & distributions
- Benefits paid
- $28,286,449
- Administrative expenses
- $1,281,140
- Total expenses
- $29,567,589
- Net increase / (decrease)
- $9,198,738
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benefit Programs Administration | NONE | $256,910 | $0 | 2023 |
| Buchalter | NONE | $160,515 | $0 | 2023 |
| The Northern Trust Co. | NONE | $150,040 | $0 | 2023 |
| Meketa Investment Group | NONE | $122,991 | $0 | 2023 |
| Morgan Stanley | NONE | $97,549 | $0 | 2023 |
| Gilbert & Sackman | NONE | $67,903 | $0 | 2023 |
| Milliman | NONE | $60,212 | $0 | 2023 |
| Miller Kaplan Arase Llp | NONE | $50,970 | $0 | 2023 |
| Loomis, Sayles & Company, Lp | NONE | $34,755 | $0 | 2023 |
| Heitman Real Estate Securities LLC | NONE | $23,270 | $0 | 2023 |
| Berry & Co., Cpas | NONE | $10,164 | $0 | 2023 |
| Us Bank National Association | NONE | $5,913 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, I.A.T.S.E. Local No. 33 Pension
- 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
- Buchalter — Schedule C compensation
- The Northern Trust Co. — Schedule C compensation
- Meketa Investment Group — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Gilbert & Sackman — Schedule C compensation
- Milliman — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Loomis, Sayles & Company, Lp — Schedule C compensation
- Heitman Real Estate Securities LLC — Schedule C compensation
- Berry & Co., Cpas — Schedule C compensation
- Us Bank National Association — Schedule C compensation