Plan Snapshot
- Plan Sponsor: Int'L Alliance Of Theatrical Stage Employees - Moving Picture Machine
- Sponsor EIN: 521021473
- Sponsor Address: 11247 C LOCKWOOD DR, SILVER SPRING, MD, 209014556
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 464
- Total Assets: $11.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 464 | $11.5M | $6.1M | $210,444 |
| 2023 | 399 | $8.5M | $6.3M | $440,131 |
| 2022 | 385 | $4.9M | $5.5M | $393,060 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CVS CAREMARK | Other Service Provider | $822,945 | — | $822,945 |
| BENEFITS ADMINISTRATION CORPORATION | Other Service Provider | $224,806 | $11,558 | $236,364 |
| DELTA DENTAL OF PENNSYLVANIA | Other Service Provider | $174,131 | — | $174,131 |
| SARFINO AND RHOADES, LLP | Other Service Provider | $47,525 | — | $47,525 |
| O'DONOGHUE AND O'DONOGHUE | Other Service Provider | $45,528 | — | $45,528 |
| CALL A DOCTOR | Other Service Provider | $44,258 | — | $44,258 |
| CFA, LLC | Other Service Provider | $28,154 | — | $28,154 |
| BOLTON PARTNERS, INC. | Other Service Provider | $22,000 | — | $22,000 |
| ZELIS CLAIMS INTEGRITY | Other Service Provider | $17,553 | — | $17,553 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,438,458
- Estimated Expense Ratio: 12.555% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $378,985 | — | $224,806 | $47,525 | — |
| 2023 | $448,598 | — | $244,440 | $43,225 | — |
| 2022 | $416,195 | $865 | $87,234 | — | $199,907 |