Int'L Alliance Of Theatrical Stage Employees - Local 22 Pension Fund — Form 5500 plan (Int'L Alliance Of Theatrical Stage Employees - Local 22 Pension 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, Int'L Alliance Of Theatrical Stage Employees - Local 22 Pension Fund is a benefit plan reported by Int'L Alliance Of Theatrical Stage Employees - Local 22 Pension Fund under EIN 52-6152307 and plan number 001. The latest loaded filing year is 2023. The filing reports 636 participants and $112,068,687 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Int'L Alliance Of Theatrical Stage Employees - Local 22 Pension Fund
EIN
52-6152307
Plan number
001
Plan type
1
Location
Silver Spring, MD
Latest filing year
2023
Participants
636
End-of-year plan assets
$112,068,687

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023636H, C20241216212504NAL0001056787001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$112,068,687
Total liabilities (EOY)
$118,157
Net assets (EOY)
$111,950,530
Net assets (BOY)
$96,888,407

Income & contributions

Employer contributions
$2,360,390
Total contributions
$2,360,390
Total income / additions
$19,808,481

Expenses & distributions

Benefits paid
$4,418,644
Administrative expenses
$327,714
Total expenses
$4,746,358
Net increase / (decrease)
$15,062,123

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
O'Donoghue And O'DononghueSERVICE PROVIDER$120,349not reported in the loaded dataset2023
Benefits Administration Corp.SERVICE PROVIDER$44,004not reported in the loaded dataset2023
Bolton Partners, IncSERVICE PROVIDER$37,258not reported in the loaded dataset2023
Bolton Partners Invst Consg GroupSERVICE PROVIDER$32,304not reported in the loaded dataset2023
Sarfino And Rhoades, LlpSERVICE PROVIDER$26,350not reported in the loaded dataset2023
Principal Custody SolutionsSERVICE PROVIDER$7,827$02023

Related Form 5500 pages