Actors' Equity Association Staff Pension Plan — Form 5500 plan (Actors' Equity Association)
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, Actors' Equity Association Staff Pension Plan is a benefit plan reported by Actors' Equity Association under EIN 13-0413995 and plan number 001. The latest loaded filing year is 2023. The filing reports 324 participants and $47,017,496 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Actors' Equity Association
- EIN
- 13-0413995
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 324
- End-of-year plan assets
- $47,017,496
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 324 | H, C | 20250115185233NAL0022160561001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $47,017,496
- Total liabilities (EOY)
- $45,473
- Net assets (EOY)
- $46,972,023
- Net assets (BOY)
- $43,442,732
Income & contributions
- Employer contributions
- $2,524,984
- Total contributions
- $2,524,984
- Total income / additions
- $6,607,230
Expenses & distributions
- Benefits paid
- $2,818,853
- Administrative expenses
- $259,086
- Total expenses
- $3,077,939
- Net increase / (decrease)
- $3,529,291
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American Core Realty | NONE | $45,868 | not reported in the loaded dataset | 2023 |
| Income Research & Management | NONE | $43,002 | not reported in the loaded dataset | 2023 |
| Ullico Investment Advisors, Inc. | NONE | $32,497 | $0 | 2023 |
| Invesco | NONE | $24,222 | $0 | 2023 |
| The Segal Company | PROVIDES SVRS FOR RELATED | $22,000 | not reported in the loaded dataset | 2023 |
| Buchbinder Tunick & Company | PROVIDES SVRS FOR RELATED | $21,600 | not reported in the loaded dataset | 2023 |
| Adp, Inc | PROVIDES SVRS FOR RELATED | $10,732 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Actors' Equity Association
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- American Core Realty — Schedule C compensation
- Income Research & Management — Schedule C compensation
- Ullico Investment Advisors, Inc. — Schedule C compensation
- Invesco — Schedule C compensation
- The Segal Company — Schedule C compensation
- Buchbinder Tunick & Company — Schedule C compensation
- Adp, Inc — Schedule C compensation