2023 Form 5500 filing — Denver Theatrical Stage Employees' Lu 7 H&W Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240913142447NAL0011781105003) for Denver Theatrical Stage Employees' Lu 7 H&W Trust, reported by Trustees-Denver Theatrical Stage Emp Lu 7 H&W Trust under EIN 46-7508056 and plan number 501. It reports 165 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240913142447NAL0011781105003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees-Denver Theatrical Stage Emp Lu 7 H&W Trust
- EIN
- 46-7508056
- Plan number
- 501
- Location
- Denver, CO
- Participants
- 165
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,967,750
- Total liabilities (EOY)
- $2,421,306
- Net assets (EOY)
- $7,546,444
- Employer contributions
- $4,900,030
- Participant contributions
- $4,435
- Total income / additions
- $5,545,500
- Benefits paid
- $2,480,395
- Administrative expenses
- $244,988
- Total expenses
- $2,725,383
- Net increase / (decrease)
- $2,820,117
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Spencer Fane Llp | NONE | $106,902 | not reported in the loaded dataset |
| Administrator | NONE | $50,947 | not reported in the loaded dataset |
| Rbc Wealth Management | NONE | $29,450 | $0 |
| Royle Vazquez Llp | NONE | $13,960 | not reported in the loaded dataset |
| Wpas, Inc. | NONE | $13,450 | not reported in the loaded dataset |
| Needles & Associates, LLC | NONE | $10,448 | not reported in the loaded dataset |
| Lauterbach & Amen, Llp | not reported in the loaded dataset | $6,300 | not reported in the loaded dataset |