2023 Form 5500 filing — Theatrical Stage Employees Health & Welfare Trust
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240903124743NAL0010564083004) for Theatrical Stage Employees Health & Welfare Trust, reported by Theatrical Stage Employees H&W Trus Board Of Trustees under EIN 91-0853746 and plan number 501. It reports 402 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240903124743NAL0010564083004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Theatrical Stage Employees H&W Trus Board Of Trustees
- EIN
- 91-0853746
- Plan number
- 501
- Location
- Seattle, WA
- Participants
- 402
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,082,853
- Total liabilities (EOY)
- $494,563
- Net assets (EOY)
- $2,588,290
- Employer contributions
- $3,727,813
- Participant contributions
- $87,036
- Total income / additions
- $3,841,531
- Benefits paid
- $1,822,747
- Administrative expenses
- $213,583
- Total expenses
- $2,036,330
- Net increase / (decrease)
- $1,805,201
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Welfare & Pension Admin Svc, Inc | NONE | $99,995 | not reported in the loaded dataset |
| Brown & Brown Of Washington Inc | NONE | $62,000 | not reported in the loaded dataset |
| Stoll Law Group | NONE | $15,566 | not reported in the loaded dataset |
| Anastasi, Moore & Martin, Pllc | NONE | $13,650 | not reported in the loaded dataset |
| Quest Investment Management, LLC | NONE | $5,000 | $0 |
| U.S. Bank | NONE | $5,000 | not reported in the loaded dataset |