2023 Form 5500 filing — Stage Employees Local No 46 Employee Savings Plan
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 20241014094842NAL0026948097001) for Stage Employees Local No 46 Employee Savings Plan, reported by Iatse 7 Moving Picture Machine Operators Of The U.S. & Canada Local 46 under EIN 62-1122780 and plan number 002. It reports 226 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014094842NAL0026948097001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Iatse 7 Moving Picture Machine Operators Of The U.S. & Canada Local 46
- EIN
- 62-1122780
- Plan number
- 002
- Location
- Nashville, TN
- Participants
- 226
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,608,153
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,608,153
- Participant contributions
- $578,946
- Total income / additions
- $1,148,531
- Benefits paid
- $183,276
- Administrative expenses
- $32,130
- Total expenses
- $215,406
- Net increase / (decrease)
- $933,125
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $31,829 | $0 |
| Access Retirement Services LLC | CONTRACT ADMINISTRATOR | $300 | $7,666 |
| Ubs Financial Services Inc | INVESTMENT ADVISORY | $0 | $6,526 |