2023 Form 5500 filing — Stage Employees Local No 18 Retirement 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 20240930084738NAL0003128291001) for Stage Employees Local No 18 Retirement Plan, reported by Board Of Trustees Of The Stage Employees Local No. 18 Retirement Plan under EIN 39-6224262 and plan number 001. It reports 452 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930084738NAL0003128291001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of The Stage Employees Local No. 18 Retirement Plan
- EIN
- 39-6224262
- Plan number
- 001
- Location
- Milwaukee, WI
- Participants
- 452
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,261,256
- Total liabilities (EOY)
- $25,386
- Net assets (EOY)
- $16,235,870
- Employer contributions
- $1,013,742
- Total income / additions
- $3,295,164
- Benefits paid
- $1,624,598
- Administrative expenses
- $154,567
- Total expenses
- $1,779,165
- Net increase / (decrease)
- $1,515,999
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney Inc. | NONE | $59,514 | $0 |
| Associated Trust Company, N.A. | NONE | $33,049 | $0 |
| Cliftonlarsonallen Llp | NONE | $18,337 | not reported in the loaded dataset |
| Previant Law | NONE | $12,086 | not reported in the loaded dataset |
| Oneamerica Retirement Services LLC | NONE | $8,602 | not reported in the loaded dataset |