2023 Form 5500 filing — Local 306 Theatrical Employees Health 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 20250115094507NAL0021562257001) for Local 306 Theatrical Employees Health Fund, reported by Local 306 Theat.Employ.Health Fund C/O Benefit Plans, Inc. under EIN 13-6174165 and plan number 501. It reports 1,434 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250115094507NAL0021562257001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Local 306 Theat.Employ.Health Fund C/O Benefit Plans, Inc.
- EIN
- 13-6174165
- Plan number
- 501
- Location
- Los Angeles, CA
- Participants
- 1,434
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,190,175
- Total liabilities (EOY)
- $145,270
- Net assets (EOY)
- $13,044,905
- Employer contributions
- $3,042,739
- Total income / additions
- $4,221,167
- Benefits paid
- $1,766,505
- Administrative expenses
- $432,803
- Total expenses
- $2,199,308
- Net increase / (decrease)
- $2,021,859
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefit Plans, Inc. | THIRD PARTY ADMINISTRATOR | $138,000 | not reported in the loaded dataset |
| Proskauer Rose Llp | LEGAL | $63,169 | not reported in the loaded dataset |
| Spivak Lipton Llp | LEGAL | $32,157 | not reported in the loaded dataset |
| Segal Marco Advisors | INVESTMENT CONSULTANT | $22,250 | not reported in the loaded dataset |
| Schultheis & Panettieri Llp | AUDITOR | $20,543 | not reported in the loaded dataset |
| The Segal Company | CONSULTANT | $20,000 | not reported in the loaded dataset |
| Sele-Dent | not reported in the loaded dataset | $17,038 | not reported in the loaded dataset |
| Anna T. Russo, Cpa P.C. | AUDITOR | $15,850 | not reported in the loaded dataset |
| C & R Consulting, Inc. | CONSULTANT | $6,801 | not reported in the loaded dataset |