2023 Form 5500 filing — I.A.T.S.E. Local 11 Section 401(K) 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 20241011140238NAL0022000513001) for I.A.T.S.E. Local 11 Section 401(K) Plan, reported by International Alliance Theatrical Stage Employees Local 11 under EIN 04-1472000 and plan number 006. It reports 1,352 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011140238NAL0022000513001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- International Alliance Theatrical Stage Employees Local 11
- EIN
- 04-1472000
- Plan number
- 006
- Location
- South Boston, MA
- Participants
- 1,352
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,476,392
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,476,392
- Employer contributions
- $1,215,319
- Participant contributions
- $1,906,029
- Total income / additions
- $8,662,393
- Benefits paid
- $1,923,970
- Administrative expenses
- $126,763
- Total expenses
- $2,050,733
- Net increase / (decrease)
- $6,611,660
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bot Of Iatse Local 11 | OTHER | $210,824 | not reported in the loaded dataset |
| Sbhu Life Agency Inc | SHAREHOLDER SERVICE PROV | $0 | $52,563 |
| D'Arcangelo & Co., Llp | AUDITOR | $17,500 | not reported in the loaded dataset |
| Lee Moore | NONE | $12,250 | not reported in the loaded dataset |
| The Angell Pension Group Inc | CONTRACT ADMIN | $7,775 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $7,625 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $110 | not reported in the loaded dataset |