# Board Of Trustees, I.A.T.S.E. Local No. 33 Pension DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-i-a-t-s-e-local-no-33-pension-plan

> Board Of Trustees, I.A.T.S.E. Local No. 33 Pension's DB plan: 1,011 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|NONE|$296,319|—|$296,319|

| THE NORTHERN TRUST CO.|NONE|$179,674|—|$179,674|

| MEKETA INVESTMENT GROUP|NONE|$125,451|—|$125,451|

| BUCHALTER|NONE|$100,537|—|$100,537|

| MORGAN STANLEY|NONE|$88,036|—|$88,036|

| GILBERT & SACKMAN|NONE|$80,295|—|$80,295|

| MILLIMAN|NONE|$53,040|—|$53,040|

| MILLER KAPLAN ARASE LLP|NONE|$52,750|—|$52,750|

| LOOMIS, SAYLES & COMPANY, LP|NONE|$36,545|—|$36,545|

| HEITMAN REAL ESTATE SECURITIES LLC|NONE|$26,076|—|$26,076|

| BERRY & CO., CPAS|NONE|$13,807|—|$13,807|

| US BANK NATIONAL ASSOCIATION|NONE|$11,451|—|$11,451|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MORGAN STANLEY](https://planprovider.pro/provider/morgan-stanley) — NONE

- [MILLIMAN](https://planprovider.pro/provider/milliman) — NONE

- [MILLER KAPLAN ARASE LLP](https://planprovider.pro/provider/miller-kaplan-arase-llp) — NONE

- [US BANK NATIONAL ASSOCIATION](https://planprovider.pro/provider/john-hancock) — NONE

## 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|

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