2023 Form 5500 filing — International Alliance Of Theatrical & Stage Employees Local 17 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 20241015150012NAL0030067809001) for International Alliance Of Theatrical & Stage Employees Local 17 Retirement Fund, reported by Board Of Trustees-International Alliance-Theatrical & Stage under EIN 94-6172485 and plan number 002. It reports 173 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015150012NAL0030067809001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees-International Alliance-Theatrical & Stage
- EIN
- 94-6172485
- Plan number
- 002
- Location
- Lexington, KY
- Participants
- 173
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,711,357
- Total liabilities (EOY)
- $4,724
- Net assets (EOY)
- $7,706,633
- Employer contributions
- $786,678
- Total income / additions
- $1,818,121
- Benefits paid
- $2,172,181
- Administrative expenses
- $139,189
- Total expenses
- $2,311,370
- Net increase / (decrease)
- -$493,249
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney LLC | INVESTMENT CONSULTANT | $54,935 | $0 |
| Ledbetter Parisi LLC | ATTORNEY | $41,992 | not reported in the loaded dataset |
| Umr | CONTRACT ADMINISTRATOR | $13,040 | not reported in the loaded dataset |
| Frank N Hestand Cpa Psc | AUDITOR | $7,000 | not reported in the loaded dataset |