Local 306 Theatrical Employees Health Fund — Form 5500 plan (Local 306 Theat.Employ.Health Fund C/O Benefit Plans, Inc.)
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, Local 306 Theatrical Employees Health Fund is a benefit plan reported by Local 306 Theat.Employ.Health Fund C/O Benefit Plans, Inc. under EIN 13-6174165 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,434 participants and $13,190,175 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Local 306 Theat.Employ.Health Fund C/O Benefit Plans, Inc.
- EIN
- 13-6174165
- Plan number
- 501
- Plan type
- 1
- Location
- Los Angeles, CA
- Latest filing year
- 2023
- Participants
- 1,434
- End-of-year plan assets
- $13,190,175
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,434 | H, C | 20250115094507NAL0021562257001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,190,175
- Total liabilities (EOY)
- $145,270
- Net assets (EOY)
- $13,044,905
- Net assets (BOY)
- $11,023,046
Income & contributions
- Employer contributions
- $3,042,739
- Total contributions
- $3,042,739
- Total income / additions
- $4,221,167
Expenses & distributions
- Benefits paid
- $1,766,505
- Administrative expenses
- $432,803
- Total expenses
- $2,199,308
- Net increase / (decrease)
- $2,021,859
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benefit Plans, Inc. | THIRD PARTY ADMINISTRATOR | $138,000 | not reported in the loaded dataset | 2023 |
| Proskauer Rose Llp | LEGAL | $63,169 | not reported in the loaded dataset | 2023 |
| Spivak Lipton Llp | LEGAL | $32,157 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | INVESTMENT CONSULTANT | $22,250 | not reported in the loaded dataset | 2023 |
| Schultheis & Panettieri Llp | AUDITOR | $20,543 | not reported in the loaded dataset | 2023 |
| The Segal Company | CONSULTANT | $20,000 | not reported in the loaded dataset | 2023 |
| Sele-Dent | not reported in the loaded dataset | $17,038 | not reported in the loaded dataset | 2023 |
| Anna T. Russo, Cpa P.C. | AUDITOR | $15,850 | not reported in the loaded dataset | 2023 |
| C & R Consulting, Inc. | CONSULTANT | $6,801 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Local 306 Theat.Employ.Health Fund C/O Benefit Plans, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Los Angeles, CA
- Benefit Plans, Inc. — Schedule C compensation
- Proskauer Rose Llp — Schedule C compensation
- Spivak Lipton Llp — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Schultheis & Panettieri Llp — Schedule C compensation
- The Segal Company — Schedule C compensation
- Sele-Dent — Schedule C compensation
- Anna T. Russo, Cpa P.C. — Schedule C compensation
- C & R Consulting, Inc. — Schedule C compensation