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ANNUITY FUND OF STAGE EMPLOYEES LOCAL 4 IATSE 401k Plan overview

Plan NameANNUITY FUND OF STAGE EMPLOYEES LOCAL 4 IATSE
Plan identification number 002

ANNUITY FUND OF STAGE EMPLOYEES LOCAL 4 IATSE Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

BD OF TRUSTEES OF THE ANNUITY FUND OF STAGE EMPLOYEES LOCAL 4 IATSE has sponsored the creation of one or more 401k plans.

Company Name:BD OF TRUSTEES OF THE ANNUITY FUND OF STAGE EMPLOYEES LOCAL 4 IATSE
Employer identification number (EIN):112613347
NAIC Classification:512100
NAIC Description: Motion Picture and Video Industries

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ANNUITY FUND OF STAGE EMPLOYEES LOCAL 4 IATSE

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01TERENCE K. RYAN2023-10-02 ROBERT USDIN2023-10-02
0022021-01-01TERENCE K. RYAN2022-10-05 ROBERT USDIN2022-10-03
0022020-01-01TERENCE K. RYAN2021-09-28 ROBERT USDIN2021-09-27
0022019-01-01TERENCE RYAN2020-09-23 ROBERT USDIN2020-09-23
0022018-01-01
0022017-01-01
0022016-01-01CAROL WESTFALL
0022015-01-01PETER J FITZPATRICK
0022014-01-01PETER J FITZPATRICK
0022013-01-01PETER J FITZPATRICK
0022012-01-01PETER J FITZPATRICK
0022011-01-01PETER J FITZPATRICK
0022009-01-01PETER J FITZPATRICK
0022009-01-01PETER J FITZPATRICK
0022009-01-01PETER J FITZPATRICK

Plan Statistics for ANNUITY FUND OF STAGE EMPLOYEES LOCAL 4 IATSE

401k plan membership statisitcs for ANNUITY FUND OF STAGE EMPLOYEES LOCAL 4 IATSE

Measure Date Value
2022: ANNUITY FUND OF STAGE EMPLOYEES LOCAL 4 IATSE 2022 401k membership
Total participants, beginning-of-year2022-01-014,582
Total number of active participants reported on line 7a of the Form 55002022-01-014,909
Number of retired or separated participants receiving benefits2022-01-017
Number of other retired or separated participants entitled to future benefits2022-01-0128
Total of all active and inactive participants2022-01-014,944
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-014,946
Number of participants with account balances2022-01-012,014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
Number of employers contributing to the scheme2022-01-0129
2021: ANNUITY FUND OF STAGE EMPLOYEES LOCAL 4 IATSE 2021 401k membership
Total participants, beginning-of-year2021-01-014,315
Total number of active participants reported on line 7a of the Form 55002021-01-014,548
Number of retired or separated participants receiving benefits2021-01-016
Number of other retired or separated participants entitled to future benefits2021-01-0128
Total of all active and inactive participants2021-01-014,582
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-014,582
Number of participants with account balances2021-01-011,633
Number of employers contributing to the scheme2021-01-0124
2020: ANNUITY FUND OF STAGE EMPLOYEES LOCAL 4 IATSE 2020 401k membership
Total participants, beginning-of-year2020-01-014,308
Total number of active participants reported on line 7a of the Form 55002020-01-014,279
Number of retired or separated participants receiving benefits2020-01-017
Number of other retired or separated participants entitled to future benefits2020-01-0128
Total of all active and inactive participants2020-01-014,314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-014,315
Number of participants with account balances2020-01-011,573
Number of employers contributing to the scheme2020-01-0117
2019: ANNUITY FUND OF STAGE EMPLOYEES LOCAL 4 IATSE 2019 401k membership
Total participants, beginning-of-year2019-01-014,081
Total number of active participants reported on line 7a of the Form 55002019-01-014,274
Number of retired or separated participants receiving benefits2019-01-017
Number of other retired or separated participants entitled to future benefits2019-01-0127
Total of all active and inactive participants2019-01-014,308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-014,308
Number of participants with account balances2019-01-011,870
Number of employers contributing to the scheme2019-01-0129
2018: ANNUITY FUND OF STAGE EMPLOYEES LOCAL 4 IATSE 2018 401k membership
Total participants, beginning-of-year2018-01-013,791
Total number of active participants reported on line 7a of the Form 55002018-01-014,052
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-0126
Total of all active and inactive participants2018-01-014,081
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-014,081
Number of participants with account balances2018-01-011,759
Number of employers contributing to the scheme2018-01-0128
2017: ANNUITY FUND OF STAGE EMPLOYEES LOCAL 4 IATSE 2017 401k membership
Total participants, beginning-of-year2017-01-013,435
Total number of active participants reported on line 7a of the Form 55002017-01-013,763
Number of retired or separated participants receiving benefits2017-01-014
Number of other retired or separated participants entitled to future benefits2017-01-0123
Total of all active and inactive participants2017-01-013,790
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-013,791
Number of participants with account balances2017-01-011,705
Number of employers contributing to the scheme2017-01-0124
2016: ANNUITY FUND OF STAGE EMPLOYEES LOCAL 4 IATSE 2016 401k membership
Total participants, beginning-of-year2016-01-013,081
Total number of active participants reported on line 7a of the Form 55002016-01-013,408
Number of retired or separated participants receiving benefits2016-01-015
Number of other retired or separated participants entitled to future benefits2016-01-0122
Total of all active and inactive participants2016-01-013,435
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-013,435
Number of participants with account balances2016-01-011,594
Number of employers contributing to the scheme2016-01-0126
2015: ANNUITY FUND OF STAGE EMPLOYEES LOCAL 4 IATSE 2015 401k membership
Total participants, beginning-of-year2015-01-012,625
Total number of active participants reported on line 7a of the Form 55002015-01-013,055
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-0123
Total of all active and inactive participants2015-01-013,081
Total participants2015-01-013,081
Number of participants with account balances2015-01-011,500
Number of employers contributing to the scheme2015-01-0126
2014: ANNUITY FUND OF STAGE EMPLOYEES LOCAL 4 IATSE 2014 401k membership
Total participants, beginning-of-year2014-01-012,522
Total number of active participants reported on line 7a of the Form 55002014-01-012,601
Number of retired or separated participants receiving benefits2014-01-015
Number of other retired or separated participants entitled to future benefits2014-01-0119
Total of all active and inactive participants2014-01-012,625
Total participants2014-01-012,625
Number of participants with account balances2014-01-011,140
Number of employers contributing to the scheme2014-01-0120
2013: ANNUITY FUND OF STAGE EMPLOYEES LOCAL 4 IATSE 2013 401k membership
Total participants, beginning-of-year2013-01-012,070
Total number of active participants reported on line 7a of the Form 55002013-01-012,499
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-0120
Total of all active and inactive participants2013-01-012,521
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-012,522
Number of participants with account balances2013-01-011,295
Number of employers contributing to the scheme2013-01-0127
2012: ANNUITY FUND OF STAGE EMPLOYEES LOCAL 4 IATSE 2012 401k membership
Total participants, beginning-of-year2012-01-011,780
Total number of active participants reported on line 7a of the Form 55002012-01-012,045
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-0123
Total of all active and inactive participants2012-01-012,070
Total participants2012-01-012,070
Number of participants with account balances2012-01-01973
Number of employers contributing to the scheme2012-01-0122
2011: ANNUITY FUND OF STAGE EMPLOYEES LOCAL 4 IATSE 2011 401k membership
Total participants, beginning-of-year2011-01-011,739
Total number of active participants reported on line 7a of the Form 55002011-01-011,759
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0120
Total of all active and inactive participants2011-01-011,780
Total participants2011-01-011,780
Number of participants with account balances2011-01-01754
Number of employers contributing to the scheme2011-01-0117
2009: ANNUITY FUND OF STAGE EMPLOYEES LOCAL 4 IATSE 2009 401k membership
Total participants, beginning-of-year2009-01-011,608
Total number of active participants reported on line 7a of the Form 55002009-01-011,665
Number of other retired or separated participants entitled to future benefits2009-01-0117
Total of all active and inactive participants2009-01-011,682
Total participants2009-01-011,682
Number of participants with account balances2009-01-01892
Number of employers contributing to the scheme2009-01-0118

Financial Data on ANNUITY FUND OF STAGE EMPLOYEES LOCAL 4 IATSE

Measure Date Value
2022 : ANNUITY FUND OF STAGE EMPLOYEES LOCAL 4 IATSE 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$22,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$21,000
Total income from all sources (including contributions)2022-12-31$-3,625,288
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,039,460
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,820,866
Expenses. Certain deemed distributions of participant loans2022-12-31$67,522
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,251,623
Value of total assets at end of year2022-12-31$42,527,757
Value of total assets at beginning of year2022-12-31$49,191,505
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$151,072
Total interest from all sources2022-12-31$386,864
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$44,927
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$3,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$597,305
Participant contributions at end of year2022-12-31$744,824
Participant contributions at beginning of year2022-12-31$720,639
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$447,346
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$16,718
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$18,378
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$22,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$21,000
Other income not declared elsewhere2022-12-31$53,343
Administrative expenses (other) incurred2022-12-31$16,121
Total non interest bearing cash at end of year2022-12-31$183,666
Total non interest bearing cash at beginning of year2022-12-31$152,514
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-6,664,748
Value of net assets at end of year (total assets less liabilities)2022-12-31$42,505,757
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$49,170,505
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$28,395,982
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$36,098,522
Interest on participant loans2022-12-31$25,793
Interest earned on other investments2022-12-31$361,071
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$13,035,567
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$12,110,452
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-7,317,118
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,206,972
Employer contributions (assets) at end of year2022-12-31$151,000
Employer contributions (assets) at beginning of year2022-12-31$91,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,820,866
Contract administrator fees2022-12-31$90,024
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2022-12-31131577780
2021 : ANNUITY FUND OF STAGE EMPLOYEES LOCAL 4 IATSE 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$21,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$40,000
Total income from all sources (including contributions)2021-12-31$7,316,521
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,898,585
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,721,148
Expenses. Certain deemed distributions of participant loans2021-12-31$34,504
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,082,048
Value of total assets at end of year2021-12-31$49,191,505
Value of total assets at beginning of year2021-12-31$43,792,569
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$142,933
Total interest from all sources2021-12-31$377,993
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$37,833
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$3,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$542,524
Participant contributions at end of year2021-12-31$720,639
Participant contributions at beginning of year2021-12-31$458,759
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$18,378
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$109,930
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$21,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$40,000
Other income not declared elsewhere2021-12-31$59,397
Administrative expenses (other) incurred2021-12-31$15,076
Total non interest bearing cash at end of year2021-12-31$152,514
Total non interest bearing cash at beginning of year2021-12-31$219,795
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$5,417,936
Value of net assets at end of year (total assets less liabilities)2021-12-31$49,170,505
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$43,752,569
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$36,098,522
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$30,500,615
Interest on participant loans2021-12-31$22,867
Interest earned on other investments2021-12-31$355,126
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$12,110,452
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$12,419,470
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,797,083
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,539,524
Employer contributions (assets) at end of year2021-12-31$91,000
Employer contributions (assets) at beginning of year2021-12-31$84,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,721,148
Contract administrator fees2021-12-31$90,024
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2021-12-31131577780
2020 : ANNUITY FUND OF STAGE EMPLOYEES LOCAL 4 IATSE 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$40,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$20,000
Total income from all sources (including contributions)2020-12-31$6,067,098
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$4,087,727
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,847,486
Expenses. Certain deemed distributions of participant loans2020-12-31$90,871
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,319,419
Value of total assets at end of year2020-12-31$43,792,569
Value of total assets at beginning of year2020-12-31$41,793,198
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$149,370
Total interest from all sources2020-12-31$421,092
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$37,967
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$3,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$386,287
Participant contributions at end of year2020-12-31$458,759
Participant contributions at beginning of year2020-12-31$684,120
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$109,930
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$44,716
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$40,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$20,000
Other income not declared elsewhere2020-12-31$49,157
Administrative expenses (other) incurred2020-12-31$22,867
Total non interest bearing cash at end of year2020-12-31$219,795
Total non interest bearing cash at beginning of year2020-12-31$268,336
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,979,371
Value of net assets at end of year (total assets less liabilities)2020-12-31$43,752,569
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$41,773,198
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$30,500,615
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$27,971,778
Interest on participant loans2020-12-31$28,525
Interest earned on other investments2020-12-31$392,567
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$12,419,470
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$12,528,248
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,277,430
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$933,132
Employer contributions (assets) at end of year2020-12-31$84,000
Employer contributions (assets) at beginning of year2020-12-31$296,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,847,486
Contract administrator fees2020-12-31$88,536
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2020-12-31131577780
2019 : ANNUITY FUND OF STAGE EMPLOYEES LOCAL 4 IATSE 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$20,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$20,000
Total income from all sources (including contributions)2019-12-31$9,041,456
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,226,685
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,068,133
Expenses. Certain deemed distributions of participant loans2019-12-31$20,731
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,096,013
Value of total assets at end of year2019-12-31$41,793,198
Value of total assets at beginning of year2019-12-31$34,978,427
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$137,821
Total interest from all sources2019-12-31$523,541
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$42,278
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$3,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$891,124
Participant contributions at end of year2019-12-31$684,120
Participant contributions at beginning of year2019-12-31$679,266
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$1,208
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$44,716
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$81,771
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$20,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$20,000
Other income not declared elsewhere2019-12-31$44,671
Administrative expenses (other) incurred2019-12-31$95,543
Total non interest bearing cash at end of year2019-12-31$268,336
Total non interest bearing cash at beginning of year2019-12-31$61,605
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$6,814,771
Value of net assets at end of year (total assets less liabilities)2019-12-31$41,773,198
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$34,958,427
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$27,971,778
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$12,958,530
Interest on participant loans2019-12-31$28,901
Interest earned on other investments2019-12-31$494,640
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$12,528,248
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$20,959,057
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,377,231
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$3,204,889
Employer contributions (assets) at end of year2019-12-31$296,000
Employer contributions (assets) at beginning of year2019-12-31$236,990
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,068,133
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2019-12-31131577780
2018 : ANNUITY FUND OF STAGE EMPLOYEES LOCAL 4 IATSE 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$20,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$20,140
Total income from all sources (including contributions)2018-12-31$2,719,737
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,714,119
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,491,867
Expenses. Certain deemed distributions of participant loans2018-12-31$72,497
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,818,747
Value of total assets at end of year2018-12-31$34,978,427
Value of total assets at beginning of year2018-12-31$33,972,949
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$149,755
Total interest from all sources2018-12-31$628,802
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$45,573
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$3,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$770,797
Participant contributions at end of year2018-12-31$679,266
Participant contributions at beginning of year2018-12-31$672,442
Assets. Other investments not covered elsewhere at end of year2018-12-31$1,208
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$81,771
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$48,345
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$20,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$20,140
Other income not declared elsewhere2018-12-31$41,449
Administrative expenses (other) incurred2018-12-31$104,182
Total non interest bearing cash at end of year2018-12-31$61,605
Total non interest bearing cash at beginning of year2018-12-31$92,209
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$1,005,618
Value of net assets at end of year (total assets less liabilities)2018-12-31$34,958,427
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$33,952,809
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$12,958,530
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$13,604,208
Interest on participant loans2018-12-31$25,960
Interest earned on other investments2018-12-31$602,842
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$20,959,057
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$19,371,370
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-769,261
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,047,950
Employer contributions (assets) at end of year2018-12-31$236,990
Employer contributions (assets) at beginning of year2018-12-31$184,375
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,491,867
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2018-12-31131577780
2017 : ANNUITY FUND OF STAGE EMPLOYEES LOCAL 4 IATSE 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$20,140
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$20,425
Total income from all sources (including contributions)2017-12-31$5,682,199
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,481,410
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,286,657
Expenses. Certain deemed distributions of participant loans2017-12-31$52,431
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,762,484
Value of total assets at end of year2017-12-31$33,972,949
Value of total assets at beginning of year2017-12-31$29,772,445
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$142,322
Total interest from all sources2017-12-31$588,284
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$31,087
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$3,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$628,607
Participant contributions at end of year2017-12-31$672,442
Participant contributions at beginning of year2017-12-31$670,220
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$48,345
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$10,098
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$20,140
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$20,425
Other income not declared elsewhere2017-12-31$37,436
Administrative expenses (other) incurred2017-12-31$111,235
Total non interest bearing cash at end of year2017-12-31$92,209
Total non interest bearing cash at beginning of year2017-12-31$198,025
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$4,200,789
Value of net assets at end of year (total assets less liabilities)2017-12-31$33,952,809
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$29,752,020
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$13,604,208
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$10,658,178
Interest on participant loans2017-12-31$22,687
Interest earned on other investments2017-12-31$565,597
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$19,371,370
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$18,068,361
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,293,995
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$2,133,877
Employer contributions (assets) at end of year2017-12-31$184,375
Employer contributions (assets) at beginning of year2017-12-31$167,563
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,286,657
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2017-12-31131577780
2016 : ANNUITY FUND OF STAGE EMPLOYEES LOCAL 4 IATSE 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$20,425
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$17,387
Total income from all sources (including contributions)2016-12-31$3,101,845
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$969,323
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$809,657
Expenses. Certain deemed distributions of participant loans2016-12-31$33,037
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,934,161
Value of total assets at end of year2016-12-31$29,772,445
Value of total assets at beginning of year2016-12-31$27,636,885
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$126,629
Total interest from all sources2016-12-31$527,882
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$30,655
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$3,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$79,566
Participant contributions at end of year2016-12-31$670,220
Participant contributions at beginning of year2016-12-31$644,101
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$5,241
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$10,098
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$13,080
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$20,425
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$17,387
Other income not declared elsewhere2016-12-31$37,466
Administrative expenses (other) incurred2016-12-31$95,974
Total non interest bearing cash at end of year2016-12-31$198,025
Total non interest bearing cash at beginning of year2016-12-31$152,670
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,132,522
Value of net assets at end of year (total assets less liabilities)2016-12-31$29,752,020
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$27,619,498
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$10,658,178
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$10,637,001
Interest on participant loans2016-12-31$20,262
Interest earned on other investments2016-12-31$507,620
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$18,068,361
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$16,050,563
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$602,336
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,854,595
Employer contributions (assets) at end of year2016-12-31$167,563
Employer contributions (assets) at beginning of year2016-12-31$134,229
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$809,657
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2016-12-31131577780
2015 : ANNUITY FUND OF STAGE EMPLOYEES LOCAL 4 IATSE 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$17,386
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$14,500
Total income from all sources (including contributions)2015-12-31$2,328,708
Total of all expenses incurred2015-12-31$1,751,650
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,487,017
Expenses. Certain deemed distributions of participant loans2015-12-31$77,477
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,702,174
Value of total assets at end of year2015-12-31$27,636,885
Value of total assets at beginning of year2015-12-31$27,056,941
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$187,156
Total interest from all sources2015-12-31$484,654
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$38,686
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$3,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Participant contributions at end of year2015-12-31$644,101
Participant contributions at beginning of year2015-12-31$585,582
Assets. Other investments not covered elsewhere at end of year2015-12-31$5,241
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$19,904
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$13,080
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$12,261
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$17,386
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$14,500
Other income not declared elsewhere2015-12-31$92,370
Administrative expenses (other) incurred2015-12-31$88,002
Total non interest bearing cash at end of year2015-12-31$152,670
Total non interest bearing cash at beginning of year2015-12-31$233,009
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$577,058
Value of net assets at end of year (total assets less liabilities)2015-12-31$27,619,499
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$27,042,441
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$10,637,001
Value of interest in pooled separate accounts at beginning of year2015-12-31$10,592,020
Interest on participant loans2015-12-31$20,338
Interest earned on other investments2015-12-31$464,316
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$16,050,563
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$15,491,019
Net investment gain/loss from pooled separate accounts2015-12-31$49,510
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,702,174
Employer contributions (assets) at end of year2015-12-31$134,229
Employer contributions (assets) at beginning of year2015-12-31$123,146
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,487,017
Contract administrator fees2015-12-31$60,468
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PALMETTO,MOLLO,MOLINARO&PASSARELL0
Accountancy firm EIN2015-12-31112472100
2014 : ANNUITY FUND OF STAGE EMPLOYEES LOCAL 4 IATSE 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$14,500
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$13,174
Total income from all sources (including contributions)2014-12-31$2,731,582
Total of all expenses incurred2014-12-31$711,368
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$510,963
Expenses. Certain deemed distributions of participant loans2014-12-31$19,219
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,393,975
Value of total assets at end of year2014-12-31$27,056,941
Value of total assets at beginning of year2014-12-31$25,035,401
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$181,186
Total interest from all sources2014-12-31$461,848
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$3,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Participant contributions at end of year2014-12-31$585,582
Participant contributions at beginning of year2014-12-31$567,340
Assets. Other investments not covered elsewhere at end of year2014-12-31$19,904
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$3,552
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$12,261
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$11,601
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$14,500
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$13,174
Other income not declared elsewhere2014-12-31$88,105
Administrative expenses (other) incurred2014-12-31$118,272
Total non interest bearing cash at end of year2014-12-31$233,009
Total non interest bearing cash at beginning of year2014-12-31$240,771
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,020,214
Value of net assets at end of year (total assets less liabilities)2014-12-31$27,042,441
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$25,022,227
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$10,592,020
Value of interest in pooled separate accounts at beginning of year2014-12-31$9,339,114
Interest on participant loans2014-12-31$18,598
Interest earned on other investments2014-12-31$443,250
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$15,491,019
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$14,724,820
Net investment gain/loss from pooled separate accounts2014-12-31$787,654
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,393,975
Employer contributions (assets) at end of year2014-12-31$123,146
Employer contributions (assets) at beginning of year2014-12-31$148,203
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$510,963
Contract administrator fees2014-12-31$62,914
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31PALMETTO,MOLLO,MOLINARO&PASSARELL0
Accountancy firm EIN2014-12-31112472100
2013 : ANNUITY FUND OF STAGE EMPLOYEES LOCAL 4 IATSE 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$13,174
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$16,292
Total income from all sources (including contributions)2013-12-31$4,040,986
Total of all expenses incurred2013-12-31$857,736
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$649,020
Expenses. Certain deemed distributions of participant loans2013-12-31$46,450
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,577,155
Value of total assets at end of year2013-12-31$25,035,401
Value of total assets at beginning of year2013-12-31$21,855,269
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$162,266
Total interest from all sources2013-12-31$441,628
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$3,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Participant contributions at end of year2013-12-31$567,340
Participant contributions at beginning of year2013-12-31$681,631
Assets. Other investments not covered elsewhere at end of year2013-12-31$3,552
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$3,554
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$8,685
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$11,601
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$9,427
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$13,174
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$16,292
Other income not declared elsewhere2013-12-31$79,306
Administrative expenses (other) incurred2013-12-31$105,526
Total non interest bearing cash at end of year2013-12-31$240,771
Total non interest bearing cash at beginning of year2013-12-31$303,875
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,183,250
Value of net assets at end of year (total assets less liabilities)2013-12-31$25,022,227
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$21,838,977
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$9,339,114
Value of interest in pooled separate accounts at beginning of year2013-12-31$6,907,435
Interest on participant loans2013-12-31$21,152
Interest earned on other investments2013-12-31$420,476
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$14,724,820
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$13,725,552
Net investment gain/loss from pooled separate accounts2013-12-31$1,942,897
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,568,470
Employer contributions (assets) at end of year2013-12-31$148,203
Employer contributions (assets) at beginning of year2013-12-31$223,795
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$649,020
Contract administrator fees2013-12-31$56,740
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31PALMETTO,MOLLO,MOLINARO&PASSARELL0
Accountancy firm EIN2013-12-31112472100
2012 : ANNUITY FUND OF STAGE EMPLOYEES LOCAL 4 IATSE 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$16,292
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$14,263
Total income from all sources (including contributions)2012-12-31$2,578,160
Total of all expenses incurred2012-12-31$823,117
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$689,514
Expenses. Certain deemed distributions of participant loans2012-12-31$8,174
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,206,261
Value of total assets at end of year2012-12-31$21,855,269
Value of total assets at beginning of year2012-12-31$20,098,197
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$125,429
Total interest from all sources2012-12-31$419,037
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$24,621
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$3,000,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Participant contributions at end of year2012-12-31$681,631
Participant contributions at beginning of year2012-12-31$702,826
Assets. Other investments not covered elsewhere at end of year2012-12-31$3,554
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$14,799
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$9,427
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$7,360
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$16,292
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$14,263
Other income not declared elsewhere2012-12-31$55,787
Administrative expenses (other) incurred2012-12-31$59,497
Total non interest bearing cash at end of year2012-12-31$303,875
Total non interest bearing cash at beginning of year2012-12-31$126,733
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,755,043
Value of net assets at end of year (total assets less liabilities)2012-12-31$21,838,977
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$20,083,934
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$6,907,435
Value of interest in pooled separate accounts at beginning of year2012-12-31$5,821,430
Interest on participant loans2012-12-31$37,070
Interest earned on other investments2012-12-31$381,967
Value of interest in common/collective trusts at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$331,319
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$331,319
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$13,725,552
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$12,968,260
Net investment gain/loss from pooled separate accounts2012-12-31$897,075
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,206,261
Employer contributions (assets) at end of year2012-12-31$223,795
Employer contributions (assets) at beginning of year2012-12-31$125,470
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$689,514
Contract administrator fees2012-12-31$41,311
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PALMETTO,MOLLO,MOLINARO&PASSARELL0
Accountancy firm EIN2012-12-31112472100
2011 : ANNUITY FUND OF STAGE EMPLOYEES LOCAL 4 IATSE 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$14,263
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$38,203
Total income from all sources (including contributions)2011-12-31$1,235,894
Total of all expenses incurred2011-12-31$854,574
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$693,471
Expenses. Certain deemed distributions of participant loans2011-12-31$35,454
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$902,297
Value of total assets at end of year2011-12-31$20,098,197
Value of total assets at beginning of year2011-12-31$19,740,817
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$125,649
Total interest from all sources2011-12-31$403,086
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$25,575
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$3,000,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Participant contributions at end of year2011-12-31$702,826
Participant contributions at beginning of year2011-12-31$505,630
Assets. Other investments not covered elsewhere at end of year2011-12-31$14,799
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$8,980
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$7,360
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$7,623
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$14,263
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$38,203
Other income not declared elsewhere2011-12-31$52,173
Administrative expenses (other) incurred2011-12-31$58,656
Total non interest bearing cash at end of year2011-12-31$126,733
Total non interest bearing cash at beginning of year2011-12-31$189,850
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$381,320
Value of net assets at end of year (total assets less liabilities)2011-12-31$20,083,934
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$19,702,614
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$5,821,430
Value of interest in pooled separate accounts at beginning of year2011-12-31$6,119,268
Interest on participant loans2011-12-31$20,497
Interest earned on other investments2011-12-31$381,538
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$331,319
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$150,875
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$150,875
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1,051
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$12,968,260
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$12,601,865
Net investment gain/loss from pooled separate accounts2011-12-31$-121,662
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$902,297
Employer contributions (assets) at end of year2011-12-31$125,470
Employer contributions (assets) at beginning of year2011-12-31$156,726
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$693,471
Contract administrator fees2011-12-31$41,418
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31PALMETTO,MOLLO,MOLINARO&SCIACCA,LLP
Accountancy firm EIN2011-12-31112472100
2010 : ANNUITY FUND OF STAGE EMPLOYEES LOCAL 4 IATSE 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$38,203
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$20,090
Total income from all sources (including contributions)2010-12-31$2,298,749
Total of all expenses incurred2010-12-31$859,545
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$663,372
Expenses. Certain deemed distributions of participant loans2010-12-31$74,321
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,076,088
Value of total assets at end of year2010-12-31$19,740,817
Value of total assets at beginning of year2010-12-31$18,283,500
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$121,852
Total interest from all sources2010-12-31$395,531
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$20,881
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Participant contributions at end of year2010-12-31$505,630
Participant contributions at beginning of year2010-12-31$639,761
Assets. Other investments not covered elsewhere at end of year2010-12-31$8,980
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$3,723
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$7,623
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$7,374
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$38,203
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$20,090
Other income not declared elsewhere2010-12-31$55,254
Administrative expenses (other) incurred2010-12-31$54,895
Total non interest bearing cash at end of year2010-12-31$189,850
Total non interest bearing cash at beginning of year2010-12-31$88,140
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,439,204
Value of net assets at end of year (total assets less liabilities)2010-12-31$19,702,614
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$18,263,410
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$6,119,268
Value of interest in pooled separate accounts at beginning of year2010-12-31$5,106,062
Interest on participant loans2010-12-31$29,814
Interest earned on other investments2010-12-31$365,700
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$150,875
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$351,501
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$351,501
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$17
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$12,601,865
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$11,872,000
Net investment gain/loss from pooled separate accounts2010-12-31$771,876
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,076,088
Employer contributions (assets) at end of year2010-12-31$156,726
Employer contributions (assets) at beginning of year2010-12-31$214,939
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$663,372
Contract administrator fees2010-12-31$46,076
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31PALMETTO,MOLLO,MOLINARO&SCIACCA,LLP
Accountancy firm EIN2010-12-31112472100

Form 5500 Responses for ANNUITY FUND OF STAGE EMPLOYEES LOCAL 4 IATSE

2022: ANNUITY FUND OF STAGE EMPLOYEES LOCAL 4 IATSE 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ANNUITY FUND OF STAGE EMPLOYEES LOCAL 4 IATSE 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ANNUITY FUND OF STAGE EMPLOYEES LOCAL 4 IATSE 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ANNUITY FUND OF STAGE EMPLOYEES LOCAL 4 IATSE 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ANNUITY FUND OF STAGE EMPLOYEES LOCAL 4 IATSE 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ANNUITY FUND OF STAGE EMPLOYEES LOCAL 4 IATSE 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ANNUITY FUND OF STAGE EMPLOYEES LOCAL 4 IATSE 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ANNUITY FUND OF STAGE EMPLOYEES LOCAL 4 IATSE 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ANNUITY FUND OF STAGE EMPLOYEES LOCAL 4 IATSE 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ANNUITY FUND OF STAGE EMPLOYEES LOCAL 4 IATSE 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ANNUITY FUND OF STAGE EMPLOYEES LOCAL 4 IATSE 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ANNUITY FUND OF STAGE EMPLOYEES LOCAL 4 IATSE 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ANNUITY FUND OF STAGE EMPLOYEES LOCAL 4 IATSE 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number780337-01
Policy instance 1
Insurance contract or identification number780337-01
Number of Individuals Covered2046
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51539 - 1
Policy instance 1
Insurance contract or identification numberSF 51539 - 1
Number of Individuals Covered4582
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51539 - 1
Policy instance 1
Insurance contract or identification numberSF 51539 - 1
Number of Individuals Covered4279
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51539 - 1
Policy instance 1
Insurance contract or identification numberSF 51539 - 1
Number of Individuals Covered4274
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51539 - 1
Policy instance 1
Insurance contract or identification numberSF 51539 - 1
Number of Individuals Covered4052
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51539 - 1
Policy instance 1
Insurance contract or identification numberSF 51539 - 1
Number of Individuals Covered3791
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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