American Guild Of Variety Artists Welfare Trust Fu — Form 5500 plan (American Guild Of Variety Artists Welfare Trust Fund)
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, American Guild Of Variety Artists Welfare Trust Fu is a benefit plan reported by American Guild Of Variety Artists Welfare Trust Fund under EIN 13-1687014 and plan number 501. The latest loaded filing year is 2023. The filing reports 260 participants and $12,334,025 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- American Guild Of Variety Artists Welfare Trust Fund
- EIN
- 13-1687014
- Plan number
- 501
- Plan type
- 1
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 260
- End-of-year plan assets
- $12,334,025
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 260 | H, C | 20241108113743NAL0018925824001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,334,025
- Total liabilities (EOY)
- $92,197
- Net assets (EOY)
- $12,241,828
- Net assets (BOY)
- $10,974,277
Income & contributions
- Employer contributions
- $1,190,391
- Participant contributions
- $10,375
- Total contributions
- $1,200,766
- Total income / additions
- $1,927,788
Expenses & distributions
- Benefits paid
- $218,617
- Administrative expenses
- $441,620
- Total expenses
- $660,237
- Net increase / (decrease)
- $1,267,551
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services Inc. | NONE | $99,199 | not reported in the loaded dataset | 2023 |
| Gateway Realty LLC | NONE | $52,000 | not reported in the loaded dataset | 2023 |
| Thiania C Guzman | EMPLOYEE | $46,188 | not reported in the loaded dataset | 2023 |
| Gloria Simpson | EMPLOYEE | $44,865 | not reported in the loaded dataset | 2023 |
| Sasha M. Delacruz | EMPLOYEE | $38,975 | not reported in the loaded dataset | 2023 |
| Multiplan Inc | NONE | $31,685 | not reported in the loaded dataset | 2023 |
| Susanne K Doris | TRUSTEE ADMIN | $31,200 | not reported in the loaded dataset | 2023 |
| Winmill Software | NONE | $24,436 | not reported in the loaded dataset | 2023 |
| Mspc | NONE | $21,500 | not reported in the loaded dataset | 2023 |
| Glen M Bandes Cpa | NONE | $11,400 | not reported in the loaded dataset | 2023 |
| Segal Company | NONE | $11,227 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for American Guild Of Variety Artists Welfare Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Ubs Financial Services Inc. — Schedule C compensation
- Gateway Realty LLC — Schedule C compensation
- Thiania C Guzman — Schedule C compensation
- Gloria Simpson — Schedule C compensation
- Sasha M. Delacruz — Schedule C compensation
- Multiplan Inc — Schedule C compensation
- Susanne K Doris — Schedule C compensation
- Winmill Software — Schedule C compensation
- Mspc — Schedule C compensation
- Glen M Bandes Cpa — Schedule C compensation
- Segal Company — Schedule C compensation