Original filing (PDF)20251009113927NAL0011372912001

BOARD OF TRUSTEES 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, Form 5500 (2024)
Creator: BOARD OF TRUSTEES I.A.T.S.E. NATIONAL PENSION FUND

Form 5500

FILING_RECEIVED

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

Defined-benefit pension plan

Signals · 3

~231 bps in Sched C feesNo recordkeeper disclosed146 service providers

Active participants

15,401

Accounts w/ balance

—

Plan assets (EOY)

$673.2M

Net assets (EOY)

$658.2M

How this plan invests

This plan

9 pooled trusts

Schedule D

35 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

100

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES I.A.T.S.E. NATIONAL PENSION FUND.

Plan sponsor

Name

BOARD OF TRUSTEES I.A.T.S.E. NATIONAL PENSION FUND

EIN

13-1849172

Address

417 FIFTH AVENUE, 3RD FLOOR · NEW YORK, NY · 100162204

Phone

(212) 580-9092

Industry

Arts, Entertainment, Recreationsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

Pension benefit codes

1B · Flat-dollar DB formula

Audit & trust (Schedule H)

Auditor

SCHULTHEIS & PANETTIERI, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

146 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
THE SEGAL COMPANY INC.	13-1835864	—	CONSULTANT	$371K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
SCHULTHEIS & PANETTIERI LLP	13-1577780	—	ACCOUNTANT	$929K	—

Legal counsel

Name	EIN	Location	Relation	Direct comp

Investments

35 direct securities · 9 pooled funds· $335.7M(50% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Common Collective Trust

$256.5M

9 holdings

Uncategorized

$79.2M

35 holdings

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	US AGGREGATE BOND INDX NL STATE STREET BANK AND TRUST COMPANY · EIN 04-0025081 / PN 070	Common Collective Trust	—	—	$67.1M

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Other

141

Name	EIN	Location	Relation	Direct comp	Indirect comp
WINMILL SOFTWARE INC	52-2247044	—	NONE	$538K	—
ANNE J ZEISLER	13-1849172	—	NONE	$409K	—
EPIQ EDISCOVERY SOL	13-3865009	—	NONE	$309K	—
SYNTONIC SYSTEMS INC	13-2925049	—	NONE	$284K	—
SCOTT TRIVIGNO	13-1849172	—	NONE	$256K	—
JOEL SEGAL	13-1849172	—	NONE	$237K	—
JP MORGAN CHASE BANK NA	13-4994650	—	NONE	$229K	—
POLAR DESIGN	92-1547780	—	NONE	$228K	—
MICHAEL R FIFE	13-1849172	—	NONE	$226K	—
ROSALINA ROLDAN	13-1849172	—	NONE	$223K	—
KELLY PRESS INC.	52-0975591	—	PRINTER & COPIER	$199K	—
MARGARET RYAN-GROPPO	13-1849172	—	NONE	$196K	—
MEKETA INVESTMENT GROUP INC	04-2659023	—	NONE	$174K	—
HEMALATHA K SUDANTHIRAN	13-1849172	—	NONE	$172K	—
CASEY CIRILLO	13-1849172	—	NONE	$152K	—
DONALD NGAI	13-1849172	—	NONE	$150K	—
LSV ASSET MANAGEMENT	23-2772200	—	NONE	$150K	—
IAN K HENDERSON	13-1849172	—	NONE	$147K	—
LUKE POWERS	13-1849172	—	NONE	$147K	—
NATASHA SINGH	13-1849172	—	NONE	$147K	—
AMY DURON	13-1849172	—	NONE	$132K	—
BANSIL M PATEL	13-1849172	—	NONE	$131K	—
DACOTA M SHARIFF	13-1849172	—	NONE	$131K	—
WESTFIELD CAPITAL MANAGEMENT LP	80-0175963	—	NONE	$115K	—
CAROLINE LS KANDASAMI	13-1849172	—	NONE	$109K	—
KISHA SALLY	13-1849172	—	NONE	$107K	—
TARON LLC	86-2563576	—	NONE	$107K	—
FARHANA RAZZAQUE	13-1849172	—	NONE	$105K	—
ALANA J WICKSON	13-1849172	—	NONE	$102K	—
CARLOS CRUZ	13-1849172	—	NONE	$102K	—
PAULINE O BURNS	13-1849172	—	NONE	$102K	—
PATRICIA CASSIERO	13-1849172	—	NONE	$101K	—
MAYRA PEREZ	13-1849172	—	NONE	$99K	—
AYLEEN JOY LAO	13-1849172	—	NONE	$99K	—
ZHANNA GOROSHKOV	13-1849172	—	NONE	$98K	—
ARON MAENG	13-1849172	—	NONE	$98K	—
STEPHEN CAREY	13-1849172	—	NONE	$97K	—
CLAUDINE MARANO	13-1849172	—	NONE	$94K	—
CARLA A PAYOT	13-1849172	—	NONE	$93K	—
JOHN BLONDEK	13-1849172	—	NONE	$93K	—
SUZANNE M BROGAN	13-1849172	—	NONE	$93K	—
CHRISTOPHER V MARRAPODI	13-1849172	—	NONE	$93K	—
PHILIP M TAM	13-1849172	—	NONE	$93K	—
REUBEN LEIB GENKIN	13-1849172	—	NONE	$92K	—
ANDREW J SERRANO	13-1849172	—	NONE	$91K	—
KIM R KNOWLES	13-1849172	—	NONE	$91K	—
SAMANTHA BRAKSMAYER	13-1849172	—	NONE	$91K	—
EMILY H DIPIETRO-RAMIREZ	13-1849172	—	NONE	$91K	—
JUSTIN MARCHESANI	13-1849172	—	NONE	$91K	—
LAUREN SMITH	13-1849172	—	NONE	$91K	—
MARY ADAMS	13-1849172	—	NONE	$90K	—
KENYA SANDERS	13-1849172	—	NONE	$89K	—
FLAKRON KLLOKOQI	13-1849172	—	NONE	$89K	—
MARINA BOLBIRER	13-1849172	—	NONE	$87K	—
JAVIER ROBLES	13-1849172	—	NONE	$87K	—
NICOLE COLOMBO	13-1849172	—	NONE	$87K	—
JESSICA SAITTA	13-1849172	—	NONE	$87K	—
VIVIENNE PRADO	13-1849172	—	NONE	$86K	—
ERIC MACHADO	13-1849172	—	NONE	$85K	—
JESSICA JAISHWAR	13-1849172	—	NONE	$84K	—
JAMAL AUGUSTINE	13-1849172	—	NONE	$84K	—
KLIK TECHNOLOGIES CORP	13-4087066	—	NONE	$82K	—
ELIZABETH CORDERO	13-1849172	—	NONE	$82K	—
CAREY BUBECK	13-1849172	—	NONE	$80K	—
RAUL ROMERO	13-1849172	—	NONE	$79K	—
MICHAEL CUSUMANO	13-1849172	—	NONE	$77K	—
VENERA NIKONOVA	13-1849172	—	NONE	$77K	—
BRANDON ARROYO	13-1849172	—	NONE	$76K	—
IVAN MUNOZ-ARCOS	13-1849172	—	NONE	$75K	—
MICHAEL FLORIO	13-1849172	—	NONE	$75K	—
MICHELLE MARTIN	13-1849172	—	NONE	$75K	—
MINETTE REYES	13-1849172	—	NONE	$74K	—
KEVIN DENTICE	13-1849172	—	NONE	$74K	—
KRISTEN GURKA	13-1849172	—	NONE	$74K	—
CASSANDRE M. SWIADER	13-1849172	—	NONE	$74K	—
JULIA KEAVENEY	13-1849172	—	NONE	$73K	—
SANDY DEREZIL	13-1849172	—	NONE	$72K	—
ANGELA C PENA	13-1849172	—	NONE	$72K	—
JOHANNA NUNEZ	13-1849172	—	NONE	$72K	—
STATE STREET GLOBAL ADVISORS	81-4017137	—	NONE	$72K	—
SUZANNA M ROBLES	13-1849172	—	NONE	$72K	—
CARMEN ARJOON	13-1849172	—	NONE	$72K	—
PHILIP YUEN	13-1849172	—	NONE	$71K	—
SIMONE VENNA	13-1849172	—	NONE	$70K	—
ALEX D KRULL	13-1849172	—	NONE	$70K	—
KEVIN ECHEVERRIA	13-1849172	—	NONE	$70K	—
JONATHAN S RIVERA	13-1849172	—	NONE	$70K	—
BENJAMIN P FELTZ	13-1849172	—	NONE	$69K	—
MARTIN OJEDA-OLIVAR	13-1849172	—	NONE	$69K	—
ANGEL PAREDES	13-1849172	—	NONE	$69K	—
PORTIA A PERSAUD	13-1849172	—	NONE	$69K	—
ANITA LOPEZ	13-1849172	—	NONE	$68K	—
JOSEPH PERONE	13-1849172	—	NONE	$68K	—
NICKO L YLAGAN	13-1849172	—	NONE	$68K	—
ELIZABETH MARTIN	13-1849172	—	NONE	$67K	—
KWAKU MARFO	13-1849172	—	NONE	$67K	—
PAYCHEX INC	—	ROCHESTER, NY	NONE	$65K	—
YOLANDA MAULEON	13-1849172	—	NONE	$65K	—
TIFFANY A ORTIZ	13-1849172	—	NONE	$65K	—
PETITA D MURILLO	13-1849172	—	NONE	$64K	—
MARIYA LAPTEVA	13-1849172	—	NONE	$64K	—
MARIA C TORRES	13-1849172	—	NONE	$64K	—
COLLEEN D RYAN	13-1849172	—	NONE	$64K	—
LORI BOKUN	13-1849172	—	NONE	$64K	—
JONACEL S DE JESUS	13-1849172	—	NONE	$63K	—
DIANA KRIULINA	13-1849172	—	NONE	$62K	—
LESLIE WELCH	13-1849172	—	NONE	$62K	—
CRISTINA LOPEZ	13-1849172	—	NONE	$62K	—
IMANI M MILLER	13-1849172	—	NONE	$60K	—
CYNTHIA STANOJLOVIC	13-1849172	—	NONE	$60K	—
JAMILEX GUZMAN	13-1849172	—	NONE	$59K	—
FELIX A MONTANEZ	13-1849172	—	NONE	$59K	—
TYRELL D KORNEGAY	13-1849172	—	NONE	$59K	—
GEORGIA PULLEN	13-1849172	—	NONE	$59K	—
MONICA C FLEMING	13-1849172	—	NONE	$58K	—
ABRAHAM VIERA	13-1849172	—	NONE	$55K	—
DREANA D GIBBS	13-1849172	—	NONE	$55K	—
DONNELLY MECHANICAL GROUP	11-2957503	—	NONE	$55K	—
SEAN M TUCKER	13-1849172	—	NONE	$55K	—
MICHAEL B OLIVERAS	13-1849172	—	NONE	$54K	—
JOEY PEREZ	13-1849172	—	NONE	$51K	—
SVETLANA M NIKITENKO	13-1849172	—	NONE	$51K	—
KASTLE SYSTEM	54-1950049	—	NONE	$51K	—
INGRID M MORAN	13-1849172	—	NONE	$50K	—
JESUS QUINONES	13-1849172	—	NONE	$50K	—
SAMANTHA M JOHNSON	13-1849172	—	NONE	$48K	—
JON CHEW	13-1849172	—	NONE	$45K	—
FRANK M VACCARO	23-2148108	—	NONE	$34K	—
BRENDAN T KERR	13-1849172	—	NONE	$33K	—
STANLEY PENG	13-1849172	—	NONE	$32K	—
GRACE R EVANGELISTA	13-1849172	—	NONE	$31K	—
AILEEN BERAJANO	13-1849172	—	NONE	$31K	—
DAVID ROLDAN	13-1849172	—	NONE	$29K	—
MABELL ALCANTARA	13-1849172	—	NONE	$29K	—
PRINCIPAL CUSTODY SOLUTIONS	51-0099493	—	NONE	$28K	—
CLAUDE C ROBINSON	13-1849172	—	NONE	$25K	—
KARDAN ACTUARIAL	22-3477324	—	NONE	$11K	—
AARGO SECURITY	13-3536878	—	NONE	$11K	—
HANK LACHMUND	13-1849172	—	NONE	$10K	—
JOSEPH PATERNO	90-0186296	—	PRINTER	$6K	—
SEGAL SELECT INSURANCE INC	46-0619194	—	NONE	$0	—

PROSKAUER ROSE LLP	13-1840454	—	ATTORNEY	$775K	—
SPIVAK LIPTON LLP	13-3494495	—	ATTORNEY	$256K	—
BAKER & HOSTETLER	34-0082025	—	ATTORNEY	$31K	—