2023 Form 5500 filing — San Diego County Theatrical Group Insurance Trust Health And Welfare Fund
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 20250715135506NAL0002251889001) for San Diego County Theatrical Group Insurance Trust Health And Welfare Fund, reported by Board Of Trustees, San Diego County Theatrical Group under EIN 95-6601791 and plan number 501. It reports 415 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250715135506NAL0002251889001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, San Diego County Theatrical Group
- EIN
- 95-6601791
- Plan number
- 501
- Location
- San Diego, CA
- Participants
- 415
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,815,546
- Total liabilities (EOY)
- $1,379,310
- Net assets (EOY)
- $6,436,236
- Employer contributions
- $3,943,439
- Participant contributions
- $453,337
- Total income / additions
- $5,235,493
- Benefits paid
- $2,875,032
- Administrative expenses
- $305,762
- Total expenses
- $3,180,794
- Net increase / (decrease)
- $2,054,699
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benesys Administrators | NONE | $74,936 | not reported in the loaded dataset |
| Withum Smith + Brown | NONE | $60,015 | not reported in the loaded dataset |
| Milliman | NONE | $53,626 | not reported in the loaded dataset |
| Kennedy Law | NONE | $32,193 | not reported in the loaded dataset |
| Cigna Health And Life Insurance Co | NONE | $19,390 | $0 |
| Miller Kaplan Arase Llp | NONE | $16,800 | not reported in the loaded dataset |
| Us Bank | NONE | $13,482 | $0 |
| Verus Investments | NONE | $12,000 | not reported in the loaded dataset |