2023 Form 5500 filing — Iatse Cincinnati Stage Employees Local No. 5 Health And Welfare Plan
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 20240903152852NAL0019076801001) for Iatse Cincinnati Stage Employees Local No. 5 Health And Welfare Plan, reported by Iatse Cincinnati Stage Employees Local No. 5 under EIN 31-0329926 and plan number 501. It reports 49 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
Form 5500 1 · 2023
Filing snapshot
Net assets (EOY)$2.5MReported net assets$2,487,783
Participants49
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
- EFAST2 acknowledgement
- 20240903152852NAL0019076801001
- Plan sponsor
- Iatse Cincinnati Stage Employees Local No. 5
- EIN
- 31-0329926
- Plan number
- 501
- Location
- Cincinnati, OH
- Received date
- not reported in the loaded dataset
Schedule I · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$2.5M total assets
Net assets$2.5MLiabilities—
Full reported line items
- Total assets (EOY)
- $2,487,783
- Net assets (EOY)
- $2,487,783
- Employer contributions
- $1,350,585
- Participant contributions
- $326,035
- Total income / additions
- $1,686,834
- Benefits paid
- $952,461
- Total expenses
- $1,007,619
- Net increase / (decrease)
- $679,215