Plan Snapshot
- Plan Sponsor: Board Of Trustees, I.A.T.S.E. Local No. 33 Pension
- Sponsor EIN: 956377503
- Sponsor Address: 1200 WILSHIRE BLVD 5TH FL, LOS ANGELES, CA, 90017
- Plan Type: DB
- Total Participants: 1,011
- Total Assets: $231.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,011 | $231.6M | $11.6M | $0 |
| 2023 | 1,094 | $228.1M | $12.0M | $0 |
| 2022 | 1,134 | $218.9M | $12.2M | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| BENEFIT PROGRAMS ADMINISTRATION | Other Service Provider | $296,319 | — | $296,319 |
| THE NORTHERN TRUST CO. | Other Service Provider | $179,674 | — | $179,674 |
| MEKETA INVESTMENT GROUP | Other Service Provider | $125,451 | — | $125,451 |
| BUCHALTER | Other Service Provider | $100,537 | — | $100,537 |
| MORGAN STANLEY | Investment Advisor | $88,036 | — | $88,036 |
| GILBERT & SACKMAN | Other Service Provider | $80,295 | — | $80,295 |
| MILLIMAN | Recordkeeper | $53,040 | — | $53,040 |
| MILLER KAPLAN ARASE LLP | Auditor | $52,750 | — | $52,750 |
| LOOMIS, SAYLES & COMPANY, LP | Other Service Provider | $36,545 | — | $36,545 |
| HEITMAN REAL ESTATE SECURITIES LLC | Other Service Provider | $26,076 | — | $26,076 |
| BERRY & CO., CPAS | Other Service Provider | $13,807 | — | $13,807 |
| US BANK NATIONAL ASSOCIATION | Recordkeeper | $11,451 | — | $11,451 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY — Investment Advisor
- MILLIMAN — Recordkeeper
- MILLER KAPLAN ARASE LLP — Auditor
- US BANK NATIONAL ASSOCIATION — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,063,981
- Estimated Expense Ratio: 0.459% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $1,273,433 | $278,323 | $296,319 | $52,750 | — |
| 2023 | $1,281,140 | $283,858 | $256,910 | $50,970 | — |
| 2022 | $1,361,712 | $510,348 | $246,495 | — | $436,948 |