Theatrical Stage Employees Health & Welfare Trust — Form 5500 plan (Theatrical Stage Employees H&W Trus Board Of Trustees)
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 Health & Welfare Trust is a benefit plan reported by Theatrical Stage Employees H&W Trus Board Of Trustees under EIN 91-0853746 and plan number 501. The latest loaded filing year is 2023. The filing reports 402 participants and $3,082,853 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Theatrical Stage Employees H&W Trus Board Of Trustees
- EIN
- 91-0853746
- Plan number
- 501
- Plan type
- 1
- Location
- Seattle, WA
- Latest filing year
- 2023
- Participants
- 402
- End-of-year plan assets
- $3,082,853
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 402 | H, C | 20240903124743NAL0010564083004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,082,853
- Total liabilities (EOY)
- $494,563
- Net assets (EOY)
- $2,588,290
- Net assets (BOY)
- $783,089
Income & contributions
- Employer contributions
- $3,727,813
- Participant contributions
- $87,036
- Total contributions
- $3,814,849
- Total income / additions
- $3,841,531
Expenses & distributions
- Benefits paid
- $1,822,747
- Administrative expenses
- $213,583
- Total expenses
- $2,036,330
- Net increase / (decrease)
- $1,805,201
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Welfare & Pension Admin Svc, Inc | NONE | $99,995 | not reported in the loaded dataset | 2023 |
| Brown & Brown Of Washington Inc | NONE | $62,000 | not reported in the loaded dataset | 2023 |
| Stoll Law Group | NONE | $15,566 | not reported in the loaded dataset | 2023 |
| Anastasi, Moore & Martin, Pllc | NONE | $13,650 | not reported in the loaded dataset | 2023 |
| Quest Investment Management, LLC | NONE | $5,000 | $0 | 2023 |
| U.S. Bank | NONE | $5,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Theatrical Stage Employees H&W Trus Board Of Trustees
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Seattle, WA
- Welfare & Pension Admin Svc, Inc — Schedule C compensation
- Brown & Brown Of Washington Inc — Schedule C compensation
- Stoll Law Group — Schedule C compensation
- Anastasi, Moore & Martin, Pllc — Schedule C compensation
- Quest Investment Management, LLC — Schedule C compensation
- U.S. Bank — Schedule C compensation