Stage Employees Local No 18 Retirement Plan — Form 5500 plan (Board Of Trustees Of The Stage Employees Local No. 18 Retirement 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, Stage Employees Local No 18 Retirement Plan is a benefit plan reported by Board Of Trustees Of The Stage Employees Local No. 18 Retirement Plan under EIN 39-6224262 and plan number 001. The latest loaded filing year is 2023. The filing reports 452 participants and $16,261,256 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The Stage Employees Local No. 18 Retirement Plan
- EIN
- 39-6224262
- Plan number
- 001
- Plan type
- 1
- Location
- Milwaukee, WI
- Latest filing year
- 2023
- Participants
- 452
- End-of-year plan assets
- $16,261,256
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 452 | H, C | 20240930084738NAL0003128291001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,261,256
- Total liabilities (EOY)
- $25,386
- Net assets (EOY)
- $16,235,870
- Net assets (BOY)
- $14,719,871
Income & contributions
- Employer contributions
- $1,013,742
- Total contributions
- $1,013,742
- Total income / additions
- $3,295,164
Expenses & distributions
- Benefits paid
- $1,624,598
- Administrative expenses
- $154,567
- Total expenses
- $1,779,165
- Net increase / (decrease)
- $1,515,999
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Inc. | NONE | $59,514 | $0 | 2023 |
| Associated Trust Company, N.A. | NONE | $33,049 | $0 | 2023 |
| Cliftonlarsonallen Llp | NONE | $18,337 | not reported in the loaded dataset | 2023 |
| Previant Law | NONE | $12,086 | not reported in the loaded dataset | 2023 |
| Oneamerica Retirement Services LLC | NONE | $8,602 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The Stage Employees Local No. 18 Retirement Plan
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Milwaukee, WI
- Morgan Stanley Smith Barney Inc. — Schedule C compensation
- Associated Trust Company, N.A. — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation
- Previant Law — Schedule C compensation
- Oneamerica Retirement Services LLC — Schedule C compensation