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 (2020) 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 2020

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

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$504.8M

-10.4% from 2016

Total participants

21,558

-5.0% from 2016

Average account balance

No prior year

Annual return

10.24%

-10.56 pp from 2016

Benchmarks

See 212 peers

Peer group

Industryany (size+type match)

Plan typeDefined benefit

Participants>=10,000

Cohort212 peers

Snapshot2020

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, LLP1 year Service code 10 · EIN 13-1577780	Accounting	$491,974
WINMILL SOFTWARE INC3 years Service code 16 · EIN 52-2247044	Consulting	$429,693
ANNE DESROSIERS5 years Filed as: ANNE ZEISLER Service code 30 · EIN 13-1849172	Employee (plan); Direct payment from ...	$394,209
PROSKAUER ROSE LLP6+ years Service code 29 · EIN 13-1840454	Legal	$286,607
THE SEGAL COMPANY6+ years Service code 11 · EIN 13-1835864	Actuarial	$238,991
SYNTONIC SYSTEMS, INC.3 years Filed as: SYNTONIC SYSTEMS INC Service code 16 · EIN 13-2925049	Consulting	$223,000
THE SEGAL COMPANY6+ years Filed as: JOEL SEGAL Service code 30 · EIN 13-1849172	Direct payment from the plan; Employe...	$222,339
SUNTRUST BANKS, INC.6+ years Filed as: SCOTT TRIVIGNO Service code 30 · EIN 13-1849172	Employee (plan); Direct payment from ...	$217,324
JOHN HANCOCK LIFE INSURANCE COMPANY6+ years Filed as: JOHN HEIM Service code 30 · EIN 13-1849172	Direct payment from the plan; Employe...	$214,905
SPIVAK LIPTON LLP6+ years Service code 29 · EIN 13-3494495	Legal	$210,269

Enrolled actuary

1 attachment

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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

1 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$6.1M

$542 / participant

Investment mgmt$925K15.1%
Other / not subdivided$5M84.9%

% of EOY assets

1.211%

all-in expense ratio

Categories reported

1 / 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: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$282,126-100.0%

Participation rate

0.0%

0.0%0pp

41.9%-41.9pp

0.0%0pp

Annual return

10.24%

13.80%-3.6pp

1087.39%-1077.2pp

13.80%-3.6pp

Employer contribution / active EE

$1,657

$10,386-84.0%

$42,245-96.1%

$10,386-84.0%

Participant deferral / active EE

$448-100.0%

$120-100.0%

$448-100.0%

Admin fee / account holder

$2,639-100.0%

Provider

Service type

Compensation

SCHULTHEIS & PANETTIERI, LLP1 year

Service code 10 · EIN 13-1577780

Accounting

$491,974

WINMILL SOFTWARE INC3 years

Service code 16 · EIN 52-2247044

Consulting

$429,693

ANNE DESROSIERS5 years

Filed as: ANNE ZEISLER

Service code 30 · EIN 13-1849172

Employee (plan); Direct payment from ...

$394,209

PROSKAUER ROSE LLP6+ years

Service code 29 · EIN 13-1840454

Legal

$286,607

THE SEGAL COMPANY6+ years

Service code 11 · EIN 13-1835864

Actuarial

$238,991

SYNTONIC SYSTEMS, INC.3 years

Filed as: SYNTONIC SYSTEMS INC

Service code 16 · EIN 13-2925049

Consulting

$223,000

THE SEGAL COMPANY6+ years

Filed as: JOEL SEGAL

Service code 30 · EIN 13-1849172

Direct payment from the plan; Employe...

$222,339

SUNTRUST BANKS, INC.6+ years

Filed as: SCOTT TRIVIGNO

Service code 30 · EIN 13-1849172

Employee (plan); Direct payment from ...

$217,324

JOHN HANCOCK LIFE INSURANCE COMPANY6+ years

Filed as: JOHN HEIM

Service code 30 · EIN 13-1849172

Direct payment from the plan; Employe...

$214,905

SPIVAK LIPTON LLP6+ years

Service code 29 · EIN 13-3494495

Legal

$210,269

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