2023 Form 5500 filing — Annuity Fund Of Stage Employees Local 4 Iatse
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 20241010083327NAL0009827923001) for Annuity Fund Of Stage Employees Local 4 Iatse, reported by Bd Of Trustees Of The Annuity Fund Of Stage Employees Local 4 Iatse under EIN 11-2613347 and plan number 002. It reports 4,946 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010083327NAL0009827923001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bd Of Trustees Of The Annuity Fund Of Stage Employees Local 4 Iatse
- EIN
- 11-2613347
- Plan number
- 002
- Location
- Mt. Laurel, NJ
- Participants
- 4,946
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $49,966,309
- Total liabilities (EOY)
- $42,618
- Net assets (EOY)
- $49,923,691
- Employer contributions
- $2,465,240
- Participant contributions
- $738,590
- Total income / additions
- $9,611,723
- Benefits paid
- $1,914,675
- Administrative expenses
- $150,692
- Total expenses
- $2,193,789
- Net increase / (decrease)
- $7,417,934
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Frank M. Vaccaro & Associates, Inc. | NONE | $88,863 | not reported in the loaded dataset |
| Schultheis & Panettieri, Llp | ACCOUNTANT | $23,161 | not reported in the loaded dataset |
| Spivak Lipton Llp | ATTORNEY | $20,122 | not reported in the loaded dataset |