# Int'L Alliance Of Theatrical Stage Employees - Moving Picture Machine Health & Welfare Plan
Source: https://planprovider.pro/companies/int-l-alliance-of-theatrical-stage-employees-moving-picture-machine-521021473-501

> Int'L Alliance Of Theatrical Stage Employees - Moving Picture Machine's Health & Welfare plan: 464 participants, plan year 2024 financials, providers, and be…

Form 5500 filing data for plan year 2024.

## 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|

## Similar Plans

- [Int'L Alliance Of Theatrical Stage Employees - Local 22 Pension Fund](https://planprovider.pro/companies/int-l-alliance-of-theatrical-stage-employees-local-22-pension-fund-plan) — 518 participants

- [Baltimore Symphony Orchestra, INC.](https://planprovider.pro/companies/baltimore-symphony-orchestra-inc-520629696-501) — 170 participants

- [The Baltimore Symphony Orchestra, INC.](https://planprovider.pro/companies/the-baltimore-symphony-orchestra-inc-plan-002) — 21 participants

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