Annuity Fund Of Stage Employees Local 4 Iatse — Form 5500 plan (Bd Of Trustees Of The Annuity Fund Of Stage Employees Local 4 Iatse)
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, Annuity Fund Of Stage Employees Local 4 Iatse is a benefit plan reported by Bd Of Trustees Of The Annuity Fund Of Stage Employees Local 4 Iatse under EIN 11-2613347 and plan number 002. The latest loaded filing year is 2023. The filing reports 4,946 participants and $49,966,309 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd Of Trustees Of The Annuity Fund Of Stage Employees Local 4 Iatse
- EIN
- 11-2613347
- Plan number
- 002
- Plan type
- 1
- Location
- Mt. Laurel, NJ
- Latest filing year
- 2023
- Participants
- 4,946
- End-of-year plan assets
- $49,966,309
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,946 | H, C | 20241010083327NAL0009827923001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $49,966,309
- Total liabilities (EOY)
- $42,618
- Net assets (EOY)
- $49,923,691
- Net assets (BOY)
- $42,505,757
Income & contributions
- Employer contributions
- $2,465,240
- Participant contributions
- $738,590
- Total contributions
- $3,215,653
- Total income / additions
- $9,611,723
Expenses & distributions
- Benefits paid
- $1,914,675
- Administrative expenses
- $150,692
- Total expenses
- $2,193,789
- Net increase / (decrease)
- $7,417,934
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Frank M. Vaccaro & Associates, Inc. | NONE | $88,863 | not reported in the loaded dataset | 2023 |
| Schultheis & Panettieri, Llp | ACCOUNTANT | $23,161 | not reported in the loaded dataset | 2023 |
| Spivak Lipton Llp | ATTORNEY | $20,122 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd Of Trustees Of The Annuity Fund Of Stage Employees Local 4 Iatse
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Mt. Laurel, NJ
- Frank M. Vaccaro & Associates, Inc. — Schedule C compensation
- Schultheis & Panettieri, Llp — Schedule C compensation
- Spivak Lipton Llp — Schedule C compensation