2023 Form 5500 filing — Cincinnati Stage Employees Local 5 Pension 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 20241015145651NAL0030058977003) for Cincinnati Stage Employees Local 5 Pension Plan, reported by The Trustees Of The Cincinnati Stage Employees Local 5 Pension Plan under EIN 31-0329926 and plan number 001. It reports 199 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015145651NAL0030058977003
Filing year
2023
Form type
1
Plan sponsor
The Trustees Of The Cincinnati Stage Employees Local 5 Pension Plan
EIN
31-0329926
Plan number
001
Location
Cincinnati, OH
Participants
199
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$14,791,136
Total liabilities (EOY)
$39,290
Net assets (EOY)
$14,751,846
Employer contributions
$734,514
Total income / additions
$2,553,170
Benefits paid
$702,638
Administrative expenses
$178,718
Total expenses
$881,356
Net increase / (decrease)
$1,671,814
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Cincinnati Stage Employees Local 5EMPLOYER$49,398not reported in the loaded dataset
Cuni Rust & StrenkNONE$38,250not reported in the loaded dataset
Standard Valuations IncNONE$17,313not reported in the loaded dataset
Barnes DennigNONE$17,000not reported in the loaded dataset
Ledbetter Parisi Sollars LLCNONE$12,066not reported in the loaded dataset
Soper Soper & Weinel, LlpNONE$11,500not reported in the loaded dataset
Us Bank NaNONE$7,854$0
Manning & NapierNONE$5,762not reported in the loaded dataset
Segal Select Insurance Services IncNONE$5,495not reported in the loaded dataset

Related Form 5500 pages