I.A.T.S.E. Local 11 Section 401(K) Plan — Form 5500 plan (International Alliance Theatrical Stage Employees Local 11)
Plain-English plan 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, I.A.T.S.E. Local 11 Section 401(K) Plan is a benefit plan reported by International Alliance Theatrical Stage Employees Local 11 under EIN 04-1472000 and plan number 006. The latest loaded filing year is 2023. The filing reports 1,352 participants and $35,476,392 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- International Alliance Theatrical Stage Employees Local 11
- EIN
- 04-1472000
- Plan number
- 006
- Plan type
- 1
- Location
- South Boston, MA
- Latest filing year
- 2023
- Participants
- 1,352
- End-of-year plan assets
- $35,476,392
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,352 | H, C | 20241011140238NAL0022000513001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,476,392
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,476,392
- Net assets (BOY)
- $28,864,732
Income & contributions
- Employer contributions
- $1,215,319
- Participant contributions
- $1,906,029
- Total contributions
- $3,121,348
- Total income / additions
- $8,662,393
Expenses & distributions
- Benefits paid
- $1,923,970
- Administrative expenses
- $126,763
- Total expenses
- $2,050,733
- Net increase / (decrease)
- $6,611,660
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bot Of Iatse Local 11 | OTHER | $210,824 | not reported in the loaded dataset | 2023 |
| Sbhu Life Agency Inc | SHAREHOLDER SERVICE PROV | $0 | $52,563 | 2023 |
| D'Arcangelo & Co., Llp | AUDITOR | $17,500 | not reported in the loaded dataset | 2023 |
| Lee Moore | NONE | $12,250 | not reported in the loaded dataset | 2023 |
| The Angell Pension Group Inc | CONTRACT ADMIN | $7,775 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $7,625 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $110 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for International Alliance Theatrical Stage Employees Local 11
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in South Boston, MA
- Bot Of Iatse Local 11 — Schedule C compensation
- Sbhu Life Agency Inc — Schedule C compensation
- D'Arcangelo & Co., Llp — Schedule C compensation
- Lee Moore — Schedule C compensation
- The Angell Pension Group Inc — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation