2023 Form 5500 filing — Theatrical Stage Employees Union Local No. 27 Defined Benefit 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 20241014170015NAL0013657491013) for Theatrical Stage Employees Union Local No. 27 Defined Benefit Plan, reported by Trustees-Theatrical Stage Employees Union Local No. 27 under EIN 34-1403927 and plan number 001. It reports 306 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 1 · 2023
Filing snapshot
Net assets (EOY)$13.2MReported net assets$13,249,501
Participants306
Provider compensation$130.4K5 Schedule C row(s)$130,393
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014170015NAL0013657491013
- Plan sponsor
- Trustees-Theatrical Stage Employees Union Local No. 27
- EIN
- 34-1403927
- Plan number
- 001
- Location
- Westlake, OH
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$13.3M total assets
Net assets$13.2MLiabilities$43.3K
Full reported line items
- Total assets (EOY)
- $13,292,782
- Total liabilities (EOY)
- $43,281
- Net assets (EOY)
- $13,249,501
- Employer contributions
- $572,927
- Total income / additions
- $1,907,714
- Benefits paid
- $410,581
- Administrative expenses
- $281,974
- Total expenses
- $692,555
- Net increase / (decrease)
- $1,215,159
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Segal Consulting | N/A | $49,560 | not reported in the loaded dataset |
| Quayle Co. Securities | N/A | $41,212 | not reported in the loaded dataset |
| Neitzel, Luke & Salopek, Inc. | N/A | $18,125 | not reported in the loaded dataset |
| Westlake Center Properties LLC | N/A | $12,000 | not reported in the loaded dataset |
| Fusco Gallagher Porcaro Monroe Llp | N/A | $9,496 | not reported in the loaded dataset |