2023 Form 5500 filing — Actors' Equity Association Staff Pension 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 20250115185233NAL0022160561001) for Actors' Equity Association Staff Pension Plan, reported by Actors' Equity Association under EIN 13-0413995 and plan number 001. It reports 324 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250115185233NAL0022160561001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Actors' Equity Association
- EIN
- 13-0413995
- Plan number
- 001
- Location
- New York, NY
- Participants
- 324
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $47,017,496
- Total liabilities (EOY)
- $45,473
- Net assets (EOY)
- $46,972,023
- Employer contributions
- $2,524,984
- Total income / additions
- $6,607,230
- Benefits paid
- $2,818,853
- Administrative expenses
- $259,086
- Total expenses
- $3,077,939
- Net increase / (decrease)
- $3,529,291
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American Core Realty | NONE | $45,868 | not reported in the loaded dataset |
| Income Research & Management | NONE | $43,002 | not reported in the loaded dataset |
| Ullico Investment Advisors, Inc. | NONE | $32,497 | $0 |
| Invesco | NONE | $24,222 | $0 |
| The Segal Company | PROVIDES SVRS FOR RELATED | $22,000 | not reported in the loaded dataset |
| Buchbinder Tunick & Company | PROVIDES SVRS FOR RELATED | $21,600 | not reported in the loaded dataset |
| Adp, Inc | PROVIDES SVRS FOR RELATED | $10,732 | not reported in the loaded dataset |