Cincinnati Stage Employees Local 5 Pension Plan — Form 5500 plan (The Trustees Of The Cincinnati Stage Employees Local 5 Pension Plan)

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, Cincinnati Stage Employees Local 5 Pension Plan is a benefit plan reported by The Trustees Of The Cincinnati Stage Employees Local 5 Pension Plan under EIN 31-0329926 and plan number 001. The latest loaded filing year is 2023. The filing reports 199 participants and $14,791,136 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Trustees Of The Cincinnati Stage Employees Local 5 Pension Plan
EIN
31-0329926
Plan number
001
Plan type
1
Location
Cincinnati, OH
Latest filing year
2023
Participants
199
End-of-year plan assets
$14,791,136

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023199H, C20241015145651NAL0030058977003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,791,136
Total liabilities (EOY)
$39,290
Net assets (EOY)
$14,751,846
Net assets (BOY)
$13,080,032

Income & contributions

Employer contributions
$734,514
Total contributions
$734,514
Total income / additions
$2,553,170

Expenses & distributions

Benefits paid
$702,638
Administrative expenses
$178,718
Total expenses
$881,356
Net increase / (decrease)
$1,671,814

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cincinnati Stage Employees Local 5EMPLOYER$49,398not reported in the loaded dataset2023
Cuni Rust & StrenkNONE$38,250not reported in the loaded dataset2023
Standard Valuations IncNONE$17,313not reported in the loaded dataset2023
Barnes DennigNONE$17,000not reported in the loaded dataset2023
Ledbetter Parisi Sollars LLCNONE$12,066not reported in the loaded dataset2023
Soper Soper & Weinel, LlpNONE$11,500not reported in the loaded dataset2023
Us Bank NaNONE$7,854$02023
Manning & NapierNONE$5,762not reported in the loaded dataset2023
Segal Select Insurance Services IncNONE$5,495not reported in the loaded dataset2023

Related Form 5500 pages