Theatrical Stage Employees Union Local No. 27 Defined Benefit Plan — Form 5500 plan (Trustees-Theatrical Stage Employees Union Local No. 27)
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, Theatrical Stage Employees Union Local No. 27 Defined Benefit Plan is a benefit plan reported by Trustees-Theatrical Stage Employees Union Local No. 27 under EIN 34-1403927 and plan number 001. The latest loaded filing year is 2023. The filing reports 306 participants and $13,292,782 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees-Theatrical Stage Employees Union Local No. 27
- EIN
- 34-1403927
- Plan number
- 001
- Plan type
- 1
- Location
- Westlake, OH
- Latest filing year
- 2023
- Participants
- 306
- End-of-year plan assets
- $13,292,782
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 306 | H, C | 20241014170015NAL0013657491013 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,292,782
- Total liabilities (EOY)
- $43,281
- Net assets (EOY)
- $13,249,501
- Net assets (BOY)
- $12,034,342
Income & contributions
- Employer contributions
- $572,927
- Total contributions
- $606,578
- Total income / additions
- $1,907,714
Expenses & distributions
- Benefits paid
- $410,581
- Administrative expenses
- $281,974
- Total expenses
- $692,555
- Net increase / (decrease)
- $1,215,159
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Segal Consulting | N/A | $49,560 | not reported in the loaded dataset | 2023 |
| Quayle Co. Securities | N/A | $41,212 | not reported in the loaded dataset | 2023 |
| Neitzel, Luke & Salopek, Inc. | N/A | $18,125 | not reported in the loaded dataset | 2023 |
| Westlake Center Properties LLC | N/A | $12,000 | not reported in the loaded dataset | 2023 |
| Fusco Gallagher Porcaro Monroe Llp | N/A | $9,496 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees-Theatrical Stage Employees Union Local No. 27
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Westlake, OH
- Segal Consulting — Schedule C compensation
- Quayle Co. Securities — Schedule C compensation
- Neitzel, Luke & Salopek, Inc. — Schedule C compensation
- Westlake Center Properties LLC — Schedule C compensation
- Fusco Gallagher Porcaro Monroe Llp — Schedule C compensation