# Intl Alliance Of Theatrical Stage Employees Lo 8 Vacation Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/intl-alliance-of-theatrical-stage-employees-lo-8-vacation-fund-236993665-502

> Intl Alliance Of Theatrical Stage Employees Lo 8 Vacation Fund's Health & Welfare plan: 1,030 participants, plan year 2024 financials, providers, and benchma…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Intl Alliance Of Theatrical Stage Employees Lo 8 Vacation Fund

- **Sponsor EIN:** 236993665

- **Sponsor Address:** 485 DEVON PARK DR STE 102, WAYNE, PA, 190871840

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 1,030

- **Total Assets:** $606,133

## 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|1,030|$606,133|$1.5M|$0|

| 2023|945|$645,325|$1.3M|$0|

| 2022|650|$421,155|$1.2M|$0|

## 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|

| ONEILL CONSULTING CORP|Other Service Provider|$6,600|—|$6,600|

| CLEARY JOSEM AND TRIGIANNI LLP|Other Service Provider|$5,775|—|$5,775|

| ANTHONY PONTARELLI, CPA LLC|Other Service Provider|$5,000|—|$5,000|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $17,375

- **Estimated Expense Ratio:** 2.867% 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|$22,059|—|$6,600|$5,000|—|

| 2023|$14,167|—|$6,300|$2,000|—|

| 2022|$21,942|—|$6,000|—|$7,017|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/intl-alliance-of-theatrical-stage-employees-lo-8-vacation-fund-236993665-502)

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