I.A.T.S.E. Staff Retirement Fund — Form 5500 plan (Int'L Alliance Of Theatrical Stage Employees, M.,P.,T.,A., & A.)
Plain-English plan 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, I.A.T.S.E. Staff Retirement Fund is a benefit plan reported by Int'L Alliance Of Theatrical Stage Employees, M.,P.,T.,A., & A. under EIN 13-1575490 and plan number 001. The latest loaded filing year is 2023. The filing reports 239 participants and $64,508,583 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Int'L Alliance Of Theatrical Stage Employees, M.,P.,T.,A., & A.
- EIN
- 13-1575490
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 239
- End-of-year plan assets
- $64,508,583
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 239 | H, C | 20241004113345NAL0023569474001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $64,508,583
- Total liabilities (EOY)
- $54,758
- Net assets (EOY)
- $64,453,825
- Net assets (BOY)
- $55,697,537
Income & contributions
- Employer contributions
- $3,954,686
- Total contributions
- $3,954,686
- Total income / additions
- $12,137,508
Expenses & distributions
- Benefits paid
- $2,549,248
- Administrative expenses
- $831,972
- Total expenses
- $3,381,220
- Net increase / (decrease)
- $8,756,288
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch | INVEST MGR. | $379,595 | $0 | 2023 |
| The Segal Company Inc. | CONSULTANT | $42,429 | not reported in the loaded dataset | 2023 |
| Schultheis & Panettieri, Llp | ACCOUNTANT | $25,000 | not reported in the loaded dataset | 2023 |
| Spivak Lipton Llp | ATTORNEY | $7,300 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Int'L Alliance Of Theatrical Stage Employees, M.,P.,T.,A., & A.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Merrill Lynch — Schedule C compensation
- The Segal Company Inc. — Schedule C compensation
- Schultheis & Panettieri, Llp — Schedule C compensation
- Spivak Lipton Llp — Schedule C compensation