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Original filing (PDF)20250616125946NAL0000482083001
IATSE LOCAL 11, PENSION FUND
Form 5500
FILING_RECEIVED
PENSION FUND OF LOCAL 11, IATSE
Defined-benefit pension plan
Signals · 1
No recordkeeper disclosed
Active participants
454
Accounts w/ balance
—
Plan assets (EOY)
$63.8M
Net assets (EOY)
$63.8M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 56 bps in Schedule C fees — 253% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IATSE LOCAL 11, PENSION FUND.
Plan sponsor
Name
IATSE LOCAL 11, PENSION FUND
EIN
04-6211188
Address
IASTE LOCAL 11, PENSION FUND · 152 COLONY AVENUE · SOUTH BOSTON, MA · 021272419
Phone
(617) 268-5595
Industry
Arts, Entertainment, Recreationsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-09-01
Tax period
2024-08-31
Filed
2025-06-16
Pension benefit codes
1C · Cash balance or similar hybrid DB
Audit & trust (Schedule H)
Auditor
D'ARCANGELO & CO., LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOSTON TRUST AND INV MGMT CO | 04-2714958 | BOSTON, MA | PARTY IN INTEREST | $264K | — |
| THE SEGAL COMPANY | 13-1835864 | BOSTON, MA | NONE | $74K | — |
| D'ARCANGELO & CO. | 13-2550103 | UTICA, NY | NONE | $18K | — |
| SCHULTHEIS & PANETTIERI LLP | 13-1577780 | HAUPPAUGE, NY | NONE | $6K | — |
Investments
1 pooled fund· $62.2M(97% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| BOSTON TRUST BALANCED RETIREMENT FD BOSTON TRSUT & INVESTMENT MANAGEMENT · EIN 04-2714958 / PN 001 | Common Collective Trust | $62.2M | 97.5% |