2023 Form 5500 filing — I.A.T.S.E. Staff Retirement Fund
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 20241004113345NAL0023569474001) for I.A.T.S.E. Staff Retirement Fund, reported by Int'L Alliance Of Theatrical Stage Employees, M.,P.,T.,A., & A. under EIN 13-1575490 and plan number 001. It reports 239 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004113345NAL0023569474001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Int'L Alliance Of Theatrical Stage Employees, M.,P.,T.,A., & A.
- EIN
- 13-1575490
- Plan number
- 001
- Location
- New York, NY
- Participants
- 239
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $64,508,583
- Total liabilities (EOY)
- $54,758
- Net assets (EOY)
- $64,453,825
- Employer contributions
- $3,954,686
- Total income / additions
- $12,137,508
- Benefits paid
- $2,549,248
- Administrative expenses
- $831,972
- Total expenses
- $3,381,220
- Net increase / (decrease)
- $8,756,288
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch | INVEST MGR. | $379,595 | $0 |
| The Segal Company Inc. | CONSULTANT | $42,429 | not reported in the loaded dataset |
| Schultheis & Panettieri, Llp | ACCOUNTANT | $25,000 | not reported in the loaded dataset |
| Spivak Lipton Llp | ATTORNEY | $7,300 | not reported in the loaded dataset |