Media Guild Retirement Plan — Form 5500 plan (Media Guild Retirement Plan)
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, Media Guild Retirement Plan is a benefit plan reported by Media Guild Retirement Plan under EIN 94-6052176 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,852 participants and $162,905,767 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Media Guild Retirement Plan
- EIN
- 94-6052176
- Plan number
- 001
- Plan type
- 1
- Location
- San Francisco, CA
- Latest filing year
- 2023
- Participants
- 1,852
- End-of-year plan assets
- $162,905,767
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,852 | H, C | 20241005135503NAL0012786369001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $162,905,767
- Total liabilities (EOY)
- $4,070,597
- Net assets (EOY)
- $158,835,170
- Net assets (BOY)
- $150,073,899
Income & contributions
- Employer contributions
- $517,000
- Total contributions
- $517,000
- Total income / additions
- $22,078,515
Expenses & distributions
- Benefits paid
- $12,599,900
- Administrative expenses
- $717,344
- Total expenses
- $13,317,244
- Net increase / (decrease)
- $8,761,271
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pacific Media Workers Guild | NONE | $186,268 | not reported in the loaded dataset | 2023 |
| Jp Morgan | NONE | $123,963 | not reported in the loaded dataset | 2023 |
| Fuller & Thaler Asset Mgmt | NONE | $85,612 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | $74,010 | not reported in the loaded dataset | 2023 |
| Dsm Capital Partners | NONE | $73,223 | not reported in the loaded dataset | 2023 |
| Metropolitan West Asset Mgmt | NONE | $35,839 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $30,900 | not reported in the loaded dataset | 2023 |
| Nwps | NONE | $17,000 | not reported in the loaded dataset | 2023 |
| James Murphy, Cpa | NONE | $11,000 | not reported in the loaded dataset | 2023 |
| Kraw Law Group | NONE | $10,770 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Media Guild Retirement Plan
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Francisco, CA
- Pacific Media Workers Guild — Schedule C compensation
- Jp Morgan — Schedule C compensation
- Fuller & Thaler Asset Mgmt — Schedule C compensation
- Us Bank — Schedule C compensation
- Dsm Capital Partners — Schedule C compensation
- Metropolitan West Asset Mgmt — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Nwps — Schedule C compensation
- James Murphy, Cpa — Schedule C compensation
- Kraw Law Group — Schedule C compensation