International Alliance Of Theatrical & Stage Employees Local 17 Retirement Fund — Form 5500 plan (Board Of Trustees-International Alliance-Theatrical & Stage)
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, International Alliance Of Theatrical & Stage Employees Local 17 Retirement Fund is a benefit plan reported by Board Of Trustees-International Alliance-Theatrical & Stage under EIN 94-6172485 and plan number 002. The latest loaded filing year is 2023. The filing reports 173 participants and $7,711,357 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees-International Alliance-Theatrical & Stage
- EIN
- 94-6172485
- Plan number
- 002
- Plan type
- 1
- Location
- Lexington, KY
- Latest filing year
- 2023
- Participants
- 173
- End-of-year plan assets
- $7,711,357
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 173 | H, C | 20241015150012NAL0030067809001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,711,357
- Total liabilities (EOY)
- $4,724
- Net assets (EOY)
- $7,706,633
- Net assets (BOY)
- $8,199,882
Income & contributions
- Employer contributions
- $786,678
- Total contributions
- $786,678
- Total income / additions
- $1,818,121
Expenses & distributions
- Benefits paid
- $2,172,181
- Administrative expenses
- $139,189
- Total expenses
- $2,311,370
- Net increase / (decrease)
- -$493,249
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney LLC | INVESTMENT CONSULTANT | $54,935 | $0 | 2023 |
| Ledbetter Parisi LLC | ATTORNEY | $41,992 | not reported in the loaded dataset | 2023 |
| Umr | CONTRACT ADMINISTRATOR | $13,040 | not reported in the loaded dataset | 2023 |
| Frank N Hestand Cpa Psc | AUDITOR | $7,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees-International Alliance-Theatrical & Stage
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Lexington, KY
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Ledbetter Parisi LLC — Schedule C compensation
- Umr — Schedule C compensation
- Frank N Hestand Cpa Psc — Schedule C compensation