2023 Form 5500 filing — Entertainment Industry Flex 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 20241011112348NAL0012419203001) for Entertainment Industry Flex Plan, reported by Board Of Trustees, Entertainment Industry Flex Plan under EIN 95-6832043 and plan number 501. It reports 33,765 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011112348NAL0012419203001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Entertainment Industry Flex Plan
- EIN
- 95-6832043
- Plan number
- 501
- Location
- Los Angeles, CA
- Participants
- 33,765
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $210,177,148
- Total liabilities (EOY)
- $10,643,504
- Net assets (EOY)
- $199,533,644
- Employer contributions
- $71,638,496
- Participant contributions
- $8,313,372
- Total income / additions
- $93,653,254
- Benefits paid
- $79,276,770
- Administrative expenses
- $4,307,655
- Total expenses
- $83,584,425
- Net increase / (decrease)
- $10,068,829
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefit Plans, Inc. | NONE | $3,593,985 | not reported in the loaded dataset |
| Anthem Blue Cross Life And Health | NONE | $2,619,635 | not reported in the loaded dataset |
| Weaver C. Barksdale & Assoc., Inc. | NONE | $94,434 | not reported in the loaded dataset |
| U.S. Bank | NONE | $93,888 | not reported in the loaded dataset |
| Segal Consulting | NONE | $64,019 | not reported in the loaded dataset |
| Sage Advisory | NONE | $57,714 | not reported in the loaded dataset |
| Morgan Stanley Graystone | NONE | $50,000 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $34,600 | not reported in the loaded dataset |
| Wohlner Kaplon Cutler Halford Rosen | NONE | $20,238 | not reported in the loaded dataset |
| Northern Trust | NONE | $8,785 | $0 |