San Diego County Theatrical Group Insurance Trust Health And Welfare Fund — Form 5500 plan (Board Of Trustees, San Diego County Theatrical Group)
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, San Diego County Theatrical Group Insurance Trust Health And Welfare Fund is a benefit plan reported by Board Of Trustees, San Diego County Theatrical Group under EIN 95-6601791 and plan number 501. The latest loaded filing year is 2023. The filing reports 415 participants and $7,815,546 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, San Diego County Theatrical Group
- EIN
- 95-6601791
- Plan number
- 501
- Plan type
- 1
- Location
- San Diego, CA
- Latest filing year
- 2023
- Participants
- 415
- End-of-year plan assets
- $7,815,546
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 415 | H, C | 20250715135506NAL0002251889001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,815,546
- Total liabilities (EOY)
- $1,379,310
- Net assets (EOY)
- $6,436,236
- Net assets (BOY)
- $4,381,537
Income & contributions
- Employer contributions
- $3,943,439
- Participant contributions
- $453,337
- Total contributions
- $4,396,776
- Total income / additions
- $5,235,493
Expenses & distributions
- Benefits paid
- $2,875,032
- Administrative expenses
- $305,762
- Total expenses
- $3,180,794
- Net increase / (decrease)
- $2,054,699
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benesys Administrators | NONE | $74,936 | not reported in the loaded dataset | 2023 |
| Withum Smith + Brown | NONE | $60,015 | not reported in the loaded dataset | 2023 |
| Milliman | NONE | $53,626 | not reported in the loaded dataset | 2023 |
| Kennedy Law | NONE | $32,193 | not reported in the loaded dataset | 2023 |
| Cigna Health And Life Insurance Co | NONE | $19,390 | $0 | 2023 |
| Miller Kaplan Arase Llp | NONE | $16,800 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | $13,482 | $0 | 2023 |
| Verus Investments | NONE | $12,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, San Diego County Theatrical Group
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Diego, CA
- Benesys Administrators — Schedule C compensation
- Withum Smith + Brown — Schedule C compensation
- Milliman — Schedule C compensation
- Kennedy Law — Schedule C compensation
- Cigna Health And Life Insurance Co — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Us Bank — Schedule C compensation
- Verus Investments — Schedule C compensation