Retirement plan

I.A.T.S.E. LOCAL 11 SECTION 401(K) PLAN

Name: INTERNATIONAL ALLIANCE THEATRICAL STAGE EMPLOYEES LOCAL 11 - I.A.T.S.E. LOCAL 11 SECTION 401(K) PLAN (2024) Form 5500
Creator: INTERNATIONAL ALLIANCE THEATRICAL STAGE EMPLOYEES LOCAL 11
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, I.A.T.S.E. LOCAL 11 SECTION 401(K) PLAN, INTERNATIONAL ALLIANCE THEATRICAL STAGE EMPLOYEES LOCAL 11

INTERNATIONAL ALLIANCE THEATRICAL STAGE EMPLOYEES LOCAL 11EIN 04-1472000Plan #006PY 2024

152 OLD COLONY AVE. #25 - SOUTH BOSTON, MA 02127617-269-5595iatse11.orgLinkedIn501-1000 employeesmotion pictures and film

Prospect flagsLow participationLow assets / participantLow employer contributionLow participant contributionFailed to transmit contributions

How to read this page

Total assets (EOY)

$42.1M

+18.8% from 2023

Total participants

1,273

-8.2% from 2023

Average account balance

$53,536

+14.5% from 2023

Annual return

16.17%

-2.58 pp from 2023

Benchmarks

See 176 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants1,000-4,999

Cohort176 peers

Snapshot2024

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Analytics

Total assets (EOY)

Plan-year ending balance

$42.13M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$54K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

787

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

61.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.63M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+16.17%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$170

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

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Service providers

Top 6 by compensation

Provider	Service type	Compensation
BOT OF IATSE LOCAL 113 years Service code 99 152 OLD COLONY STE 25 · SOUTH BOSTON, MA 02127	Other Fees	$222,287
SBHU LIFE AGENCY INC10+ years Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004	Other Commissions	$68,251
D'ARCANGELO & CO., LLP1 year Filed as: D'ARCANGELO & CO. LLP Service code 10 · EIN 13-2550103 120 LOMOND COURT · UTICA, NY 13502	Accounting	$17,500
BRIDGEWAY BENEFIT TECHNOLOGIES2 years Service code 15 3700 KOPPERS ST. SUITE 400 · BALTIMORE, MD 21227	Recordkeeping	$12,819
THE ANGELL PENSION GROUP, INC.3 years Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914	Contract Administrator	$6,525
GREAT-WEST LIFE & ANNUITY INSURANCE2 years Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Investment Management	$2,577

Plan features & details

Pension benefit codes2E2F2G2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.

Opportunity flags

5 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$134K

$107 / participant

Investment mgmt$3K1.9%
Legal$3K2.0%
Salaries / allowances$73K54.4%
Other / not subdivided$56K41.6%

% of EOY assets

0.318%

all-in expense ratio

Categories reported

3 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: D'ARCANGELO & CO., LLP
Auditor EIN: 132550103
Audit fees: $17,500
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$53,536

$115,744-53.7%

$100,391-46.7%

$199,593-73.2%

Participation rate

61.3%

85.7%-24.4pp

81.5%-20.2pp

72.0%-10.7pp

Annual return

16.17%

17.79%-1.6pp

49.20%-33.0pp

34.25%-18.1pp

Employer contribution / active EE

$1,117

$3,657-69.5%

$3,942-71.7%

$3,034-63.2%

Participant deferral / active EE

$1,776

$9,844-82.0%

$8,082-78.0%

$5,087-65.1%

Admin fee / account holder

$170

$93+83.2%

$7,899-97.8%

$269-36.7%

Provider

Service type

Compensation

BOT OF IATSE LOCAL 113 years

Service code 99

152 OLD COLONY STE 25 · SOUTH BOSTON, MA 02127

Other Fees

$222,287

SBHU LIFE AGENCY INC10+ years

Service code 55

1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004

Other Commissions

$68,251

D'ARCANGELO & CO., LLP1 year

Filed as: D'ARCANGELO & CO. LLP

Service code 10 · EIN 13-2550103

120 LOMOND COURT · UTICA, NY 13502

Accounting

$17,500

BRIDGEWAY BENEFIT TECHNOLOGIES2 years

Service code 15

3700 KOPPERS ST. SUITE 400 · BALTIMORE, MD 21227

Recordkeeping

$12,819

THE ANGELL PENSION GROUP, INC.3 years

Filed as: THE ANGELL PENSION GROUP INC

Service code 13

88 BOYD AVENUE · EAST PROVIDENCE, RI 02914

Contract Administrator

$6,525

GREAT-WEST LIFE & ANNUITY INSURANCE2 years

Filed as: EMPOWER ADVISORY GROUP, LLC

Service code 28

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Investment Management

$2,577

I.A.T.S.E. LOCAL 11 SECTION 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

I.A.T.S.E. LOCAL 11 SECTION 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion