Retirement plan

I. A. T. S. E. NATIONAL PENSION FUND

Name: BOARD OF TRUSTEES I.A.T.S.E. NATIONAL PENSION FUND - I. A. T. S. E. NATIONAL PENSION FUND (2024) Form 5500
Creator: BOARD OF TRUSTEES I.A.T.S.E. NATIONAL PENSION FUND
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, I. A. T. S. E. NATIONAL PENSION FUND, BOARD OF TRUSTEES I.A.T.S.E. NATIONAL PENSION FUND

BOARD OF TRUSTEES I.A.T.S.E. NATIONAL PENSION FUNDEIN 13-1849172Plan #001PY 2024

417 FIFTH AVENUE, 3RD FLOOR - NEW YORK, NY 100162204212-580-9092

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$673.2M

-10.4% from 2016

Total participants

25,884

-5.0% from 2016

Average account balance

No prior year

Annual return

4.74%

-10.56 pp from 2016

Benchmarks

See 185 peers

Peer group

Industryany (size+type match)

Plan typeDefined benefit

Participants>=10,000

Cohort185 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$673.24M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$26K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

10,483

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$41.78M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+4.74%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

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Service providers

Top 10 of 50 by compensation

Provider	Service type	Compensation
SCHULTHEIS & PANETTIERI, LLP10+ years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780	Accounting	$929,443
PROSKAUER ROSE LLP10+ years Service code 29 · EIN 13-1840454	Legal	$774,889
WINMILL SOFTWARE INC7 years Service code 16 · EIN 52-2247044	Consulting	$538,021
ANNE DESROSIERS3 years Filed as: ANNE J ZEISLER Service code 30 · EIN 13-1849172	Direct payment from the plan; Employe...	$409,363
THE SEGAL COMPANY1 year Filed as: THE SEGAL COMPANY INC. Service code 11 · EIN 13-1835864	Actuarial	$371,112
EPIQ EDISCOVERY SOLUTIONS, INC.1 year Filed as: EPIQ EDISCOVERY SOL Service code 29 · EIN 13-3865009	Legal	$309,250
SYNTONIC SYSTEMS, INC.7 years Filed as: SYNTONIC SYSTEMS INC Service code 16 · EIN 13-2925049	Consulting	$283,500
SPIVAK LIPTON LLP10+ years Service code 29 · EIN 13-3494495	Legal	$256,188
SUNTRUST BANKS, INC.10+ years Filed as: SCOTT TRIVIGNO Service code 30 · EIN 13-1849172	Employee (plan); Direct payment from ...	$255,631
THE SEGAL COMPANY10+ years Filed as: JOEL SEGAL Service code 30 · EIN 13-1849172	Employee (plan); Direct payment from ...	$237,166

Enrolled actuary

1 attachment

Free accounts unlock saves, downloads, and 3-year history.

Plan features & details

Pension benefit codes1B

Plan features

1B
Benefits are primarily flat dollar
Benefits are primarily a flat dollar amount (including a dollar amount per year of service).

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$7.7M

$502 / participant

Recordkeeping$748K9.7%
Trustee / custodial$28K0.4%
Investment mgmt$757K9.8%
Legal$1M19.1%
Actuarial$380K4.9%
Salaries / allowances$15M199.1%
Other trustee fees$45K0.6%

% of EOY assets

1.148%

all-in expense ratio

Categories reported

7 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: SCHULTHEIS & PANETTIERI, LLP
Auditor EIN: 131577780
Audit fees: $138,650
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$157,677-100.0%

Participation rate

0.0%

0.0%0pp

28.6%-28.6pp

0.0%0pp

Annual return

4.74%

8.85%-4.1pp

8.41%-3.7pp

8.85%-4.1pp

Employer contribution / active EE

$2,713

$8,529-68.2%

$41,333-93.4%

$8,529-68.2%

Participant deferral / active EE

$399-100.0%

$40-100.0%

$399-100.0%

Admin fee / account holder

$3,303-100.0%

Provider

Service type

Compensation

SCHULTHEIS & PANETTIERI, LLP10+ years

Filed as: SCHULTHEIS & PANETTIERI LLP

Service code 10 · EIN 13-1577780

Accounting

$929,443

PROSKAUER ROSE LLP10+ years

Service code 29 · EIN 13-1840454

Legal

$774,889

WINMILL SOFTWARE INC7 years

Service code 16 · EIN 52-2247044

Consulting

$538,021

ANNE DESROSIERS3 years

Filed as: ANNE J ZEISLER

Service code 30 · EIN 13-1849172

Direct payment from the plan; Employe...

$409,363

THE SEGAL COMPANY1 year

Filed as: THE SEGAL COMPANY INC.

Service code 11 · EIN 13-1835864

Actuarial

$371,112

EPIQ EDISCOVERY SOLUTIONS, INC.1 year

Filed as: EPIQ EDISCOVERY SOL

Service code 29 · EIN 13-3865009

Legal

$309,250

SYNTONIC SYSTEMS, INC.7 years

Filed as: SYNTONIC SYSTEMS INC

Service code 16 · EIN 13-2925049

Consulting

$283,500

SPIVAK LIPTON LLP10+ years

Service code 29 · EIN 13-3494495

Legal

$256,188

SUNTRUST BANKS, INC.10+ years

Filed as: SCOTT TRIVIGNO

Service code 30 · EIN 13-1849172

Employee (plan); Direct payment from ...

$255,631

THE SEGAL COMPANY10+ years

Filed as: JOEL SEGAL

Service code 30 · EIN 13-1849172

Employee (plan); Direct payment from ...

$237,166

I. A. T. S. E. NATIONAL PENSION FUND

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

I. A. T. S. E. NATIONAL PENSION FUND

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion