401k Plan data: UNITED SCENIC ARTISTS WELFARE FUND LOCAL 829 plan

UNITED SCENIC ARTISTS WELFARE FUND LOCAL 829 401k Plan overview

Plan Name	UNITED SCENIC ARTISTS WELFARE FUND LOCAL 829
Plan identification number	501

UNITED SCENIC ARTISTS WELFARE FUND LOCAL 829 Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision) Life insurance Dental Vision Temporary disability (accident and sickness) Other welfare benefit cover Collectively bargained welfare benefit arrangement under Code section 419A(f)(5).

401k Sponsoring company profile

BOARD OF TRUSTEES OF UNITED SCENIC has sponsored the creation of one or more 401k plans.

Company Name: BOARD OF TRUSTEES OF UNITED SCENIC

Employer identification number (EIN): 136117983

NAIC Classification: 711510
NAIC Description: Independent Artists, Writers, and Performers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED SCENIC ARTISTS WELFARE FUND LOCAL 829

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
501 2013-01-01 STEVEN T. SCHLAPP
501 2012-01-01 STEVEN T. SCHLAPP
501 2011-01-01 STEVEN SCHLAPP
501 2010-01-01 STEVEN SCHLAPP
501 2009-01-01 MICHAEL VAN SERTIMA

Plan id#	Filing Submission Date	Name of Administrator
501	2013-01-01	STEVEN T. SCHLAPP
501	2012-01-01	STEVEN T. SCHLAPP
501	2011-01-01	STEVEN SCHLAPP
501	2010-01-01	STEVEN SCHLAPP
501	2009-01-01	MICHAEL VAN SERTIMA

Plan Statistics for UNITED SCENIC ARTISTS WELFARE FUND LOCAL 829

401k plan membership statisitcs for UNITED SCENIC ARTISTS WELFARE FUND LOCAL 829

Measure Date Value
2013: UNITED SCENIC ARTISTS WELFARE FUND LOCAL 829 2013 401k membership
Total participants, beginning-of-year 2013-01-01 3,088
Total of all active and inactive participants 2013-01-01 0
Total participants 2013-01-01 0
Number of employers contributing to the scheme 2013-01-01 1,582
2012: UNITED SCENIC ARTISTS WELFARE FUND LOCAL 829 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2,973
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 3,016
Number of retired or separated participants receiving benefits 2012-01-01 72
Total of all active and inactive participants 2012-01-01 3,088
Total participants 2012-01-01 0
Number of employers contributing to the scheme 2012-01-01 1,582
2011: UNITED SCENIC ARTISTS WELFARE FUND LOCAL 829 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2,980
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2,913
Number of retired or separated participants receiving benefits 2011-01-01 60
Total of all active and inactive participants 2011-01-01 2,973
Total participants 2011-01-01 2,973
Number of employers contributing to the scheme 2011-01-01 1,435
2010: UNITED SCENIC ARTISTS WELFARE FUND LOCAL 829 2010 401k membership
Total participants, beginning-of-year 2010-01-01 2,966
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 2,871
Number of retired or separated participants receiving benefits 2010-01-01 109
Total of all active and inactive participants 2010-01-01 2,980
Total participants 2010-01-01 2,980
Number of employers contributing to the scheme 2010-01-01 1,614
2009: UNITED SCENIC ARTISTS WELFARE FUND LOCAL 829 2009 401k membership
Total participants, beginning-of-year 2009-01-01 2,924
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2,928
Number of retired or separated participants receiving benefits 2009-01-01 38
Total of all active and inactive participants 2009-01-01 2,966
Total participants 2009-01-01 2,966
Number of employers contributing to the scheme 2009-01-01 1,540

Measure	Date	Value
2013: UNITED SCENIC ARTISTS WELFARE FUND LOCAL 829 2013 401k membership
Total participants, beginning-of-year	2013-01-01	3,088
Total of all active and inactive participants	2013-01-01	0
Total participants	2013-01-01	0
Number of employers contributing to the scheme	2013-01-01	1,582
2012: UNITED SCENIC ARTISTS WELFARE FUND LOCAL 829 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2,973
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	3,016
Number of retired or separated participants receiving benefits	2012-01-01	72
Total of all active and inactive participants	2012-01-01	3,088
Total participants	2012-01-01	0
Number of employers contributing to the scheme	2012-01-01	1,582
2011: UNITED SCENIC ARTISTS WELFARE FUND LOCAL 829 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2,980
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2,913
Number of retired or separated participants receiving benefits	2011-01-01	60
Total of all active and inactive participants	2011-01-01	2,973
Total participants	2011-01-01	2,973
Number of employers contributing to the scheme	2011-01-01	1,435
2010: UNITED SCENIC ARTISTS WELFARE FUND LOCAL 829 2010 401k membership
Total participants, beginning-of-year	2010-01-01	2,966
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	2,871
Number of retired or separated participants receiving benefits	2010-01-01	109
Total of all active and inactive participants	2010-01-01	2,980
Total participants	2010-01-01	2,980
Number of employers contributing to the scheme	2010-01-01	1,614
2009: UNITED SCENIC ARTISTS WELFARE FUND LOCAL 829 2009 401k membership
Total participants, beginning-of-year	2009-01-01	2,924
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2,928
Number of retired or separated participants receiving benefits	2009-01-01	38
Total of all active and inactive participants	2009-01-01	2,966
Total participants	2009-01-01	2,966
Number of employers contributing to the scheme	2009-01-01	1,540

Financial Data on UNITED SCENIC ARTISTS WELFARE FUND LOCAL 829

Measure	Date	Value
2013 : UNITED SCENIC ARTISTS WELFARE FUND LOCAL 829 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$43
Total unrealized appreciation/depreciation of assets	2013-12-31	$43
Total transfer of assets from this plan	2013-12-31	$20,178,628
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$505,692
Total income from all sources (including contributions)	2013-12-31	$5,925,113
Total loss/gain on sale of assets	2013-12-31	$-2
Total of all expenses incurred	2013-12-31	$3,591,859
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$3,438,271
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$4,435,231
Value of total assets at end of year	2013-12-31	$0
Value of total assets at beginning of year	2013-12-31	$18,351,066
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$153,588
Total interest from all sources	2013-12-31	$3,079
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$34,788
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2013-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$34,788
Administrative expenses professional fees incurred	2013-12-31	$72,539
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$758,371
Participant contributions at beginning of year	2013-12-31	$21,200
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2013-12-31	$529,050
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$67,378
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$300,480
Other income not declared elsewhere	2013-12-31	$1,227,140
Administrative expenses (other) incurred	2013-12-31	$33,849
Liabilities. Value of operating payables at beginning of year	2013-12-31	$104,659
Total non interest bearing cash at beginning of year	2013-12-31	$2,959,261
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$2,333,254
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$17,845,374
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$2,500
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$12,580,090
Interest earned on other investments	2013-12-31	$2,423
Income. Interest from corporate debt instruments	2013-12-31	$88
Value of interest in common/collective trusts at end of year	2013-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$70
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$70
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$568
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$2,903,474
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$224,834
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$3,676,860
Employer contributions (assets) at beginning of year	2013-12-31	$1,757,054
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$5,747
Asset. Corporate debt instrument debt (other) at beginning of year	2013-12-31	$6,022
Contract administrator fees	2013-12-31	$44,700
Liabilities. Value of benefit claims payable at beginning of year	2013-12-31	$100,553
Assets. Value of buildings and other operty used in plan operation at beginning of year	2013-12-31	$959,991
Did the plan have assets held for investment	2013-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Aggregate proceeds on sale of assets	2013-12-31	$221
Aggregate carrying amount (costs) on sale of assets	2013-12-31	$223
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Unqualified
Accountancy firm name	2013-12-31	GOULD, KOBRICK & SCHLAPP, P.C.
Accountancy firm EIN	2013-12-31	133082707
2012 : UNITED SCENIC ARTISTS WELFARE FUND LOCAL 829 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$501
Total unrealized appreciation/depreciation of assets	2012-12-31	$501
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$505,692
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$552,847
Total income from all sources (including contributions)	2012-12-31	$17,520,910
Total loss/gain on sale of assets	2012-12-31	$-42
Total of all expenses incurred	2012-12-31	$14,390,568
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$13,904,049
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$16,530,055
Value of total assets at end of year	2012-12-31	$18,351,066
Value of total assets at beginning of year	2012-12-31	$15,267,879
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$486,519
Total interest from all sources	2012-12-31	$15,310
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$364,021
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$364,021
Administrative expenses professional fees incurred	2012-12-31	$199,621
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$3,776,480
Participant contributions at end of year	2012-12-31	$21,200
Participant contributions at beginning of year	2012-12-31	$60,439
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2012-12-31	$2,294,190
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$67,378
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$40,286
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$300,480
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$381,431
Other income not declared elsewhere	2012-12-31	$1,500
Administrative expenses (other) incurred	2012-12-31	$89,306
Liabilities. Value of operating payables at end of year	2012-12-31	$104,659
Liabilities. Value of operating payables at beginning of year	2012-12-31	$75,633
Total non interest bearing cash at end of year	2012-12-31	$2,959,261
Total non interest bearing cash at beginning of year	2012-12-31	$632,221
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$3,130,342
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$17,845,374
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$14,715,032
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$18,792
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$12,580,090
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$12,579,925
Interest earned on other investments	2012-12-31	$13,102
Income. Interest from corporate debt instruments	2012-12-31	$436
Value of interest in common/collective trusts at end of year	2012-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$70
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$87,180
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$87,180
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$1,772
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$11,589,783
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$609,565
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$12,753,575
Employer contributions (assets) at end of year	2012-12-31	$1,757,054
Employer contributions (assets) at beginning of year	2012-12-31	$1,837,418
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$20,076
Asset. Corporate debt instrument debt (other) at end of year	2012-12-31	$6,022
Asset. Corporate debt instrument debt (other) at beginning of year	2012-12-31	$9,786
Contract administrator fees	2012-12-31	$178,800
Liabilities. Value of benefit claims payable at end of year	2012-12-31	$100,553
Liabilities. Value of benefit claims payable at beginning of year	2012-12-31	$95,783
Assets. Value of buildings and other operty used in plan operation at end of year	2012-12-31	$959,991
Assets. Value of buildings and other operty used in plan operation at beginning of year	2012-12-31	$20,624
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Aggregate proceeds on sale of assets	2012-12-31	$4,223
Aggregate carrying amount (costs) on sale of assets	2012-12-31	$4,265
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Unqualified
Accountancy firm name	2012-12-31	GOULD, KOBRICK & SCHLAPP, P.C.
Accountancy firm EIN	2012-12-31	133082707
2011 : UNITED SCENIC ARTISTS WELFARE FUND LOCAL 829 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$184
Total unrealized appreciation/depreciation of assets	2011-12-31	$184
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$552,847
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$402,102
Total income from all sources (including contributions)	2011-12-31	$14,687,042
Total loss/gain on sale of assets	2011-12-31	$-71
Total of all expenses incurred	2011-12-31	$15,803,419
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$15,348,644
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$13,962,313
Value of total assets at end of year	2011-12-31	$15,267,879
Value of total assets at beginning of year	2011-12-31	$16,233,511
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$454,775
Total interest from all sources	2011-12-31	$10,898
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$577,797
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$577,797
Administrative expenses professional fees incurred	2011-12-31	$217,633
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$3,231,977
Participant contributions at end of year	2011-12-31	$60,439
Participant contributions at beginning of year	2011-12-31	$157,565
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2011-12-31	$2,141,723
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$40,286
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$59,112
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$381,431
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$225,726
Other income not declared elsewhere	2011-12-31	$8,157
Administrative expenses (other) incurred	2011-12-31	$83,439
Liabilities. Value of operating payables at end of year	2011-12-31	$75,633
Liabilities. Value of operating payables at beginning of year	2011-12-31	$90,674
Total non interest bearing cash at end of year	2011-12-31	$632,221
Total non interest bearing cash at beginning of year	2011-12-31	$-69,622
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-1,116,377
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$14,715,032
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$15,831,409
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$18,903
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$12,579,925
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$14,255,326
Interest earned on other investments	2011-12-31	$9,020
Income. Interest from corporate debt instruments	2011-12-31	$808
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$87,180
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$859
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$859
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$1,070
Expenses. Payments to insurance carriers foe the provision of benefits	2011-12-31	$13,183,691
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$127,764
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$10,730,336
Employer contributions (assets) at end of year	2011-12-31	$1,837,418
Employer contributions (assets) at beginning of year	2011-12-31	$1,795,802
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$23,230
Asset. Corporate debt instrument debt (other) at end of year	2011-12-31	$9,786
Asset. Corporate debt instrument debt (other) at beginning of year	2011-12-31	$16,873
Contract administrator fees	2011-12-31	$134,800
Liabilities. Value of benefit claims payable at end of year	2011-12-31	$95,783
Liabilities. Value of benefit claims payable at beginning of year	2011-12-31	$85,702
Assets. Value of buildings and other operty used in plan operation at end of year	2011-12-31	$20,624
Assets. Value of buildings and other operty used in plan operation at beginning of year	2011-12-31	$17,596
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Aggregate proceeds on sale of assets	2011-12-31	$23,910
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$23,981
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	GOULD, KOBRICK & SCHLAPP, P.C.
Accountancy firm EIN	2011-12-31	133082707
2010 : UNITED SCENIC ARTISTS WELFARE FUND LOCAL 829 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$4,129
Total unrealized appreciation/depreciation of assets	2010-12-31	$4,129
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$402,102
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$322,832
Total income from all sources (including contributions)	2010-12-31	$13,116,278
Total loss/gain on sale of assets	2010-12-31	$-20
Total of all expenses incurred	2010-12-31	$15,116,457
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$14,722,919
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$11,613,280
Value of total assets at end of year	2010-12-31	$16,233,511
Value of total assets at beginning of year	2010-12-31	$18,154,420
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$393,538
Total interest from all sources	2010-12-31	$2,232
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$586,334
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$586,334
Administrative expenses professional fees incurred	2010-12-31	$142,858
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$2,463,934
Participant contributions at end of year	2010-12-31	$157,565
Participant contributions at beginning of year	2010-12-31	$23,521
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2010-12-31	$2,079,979
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$59,112
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$53,075
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$225,726
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$207,029
Administrative expenses (other) incurred	2010-12-31	$99,222
Liabilities. Value of operating payables at end of year	2010-12-31	$90,674
Liabilities. Value of operating payables at beginning of year	2010-12-31	$61,470
Total non interest bearing cash at end of year	2010-12-31	$-69,622
Total non interest bearing cash at beginning of year	2010-12-31	$417,982
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$-2,000,179
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$15,831,409
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$17,831,588
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$21,058
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$14,255,326
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$16,005,975
Income. Interest from corporate debt instruments	2010-12-31	$1,427
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$859
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$1,438
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$1,438
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$805
Expenses. Payments to insurance carriers foe the provision of benefits	2010-12-31	$12,623,042
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$910,323
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$9,149,346
Employer contributions (assets) at end of year	2010-12-31	$1,795,802
Employer contributions (assets) at beginning of year	2010-12-31	$1,609,520
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$19,898
Asset. Corporate debt instrument debt (other) at end of year	2010-12-31	$16,873
Asset. Corporate debt instrument debt (other) at beginning of year	2010-12-31	$27,402
Contract administrator fees	2010-12-31	$130,400
Liabilities. Value of benefit claims payable at end of year	2010-12-31	$85,702
Liabilities. Value of benefit claims payable at beginning of year	2010-12-31	$54,333
Assets. Value of buildings and other operty used in plan operation at end of year	2010-12-31	$17,596
Assets. Value of buildings and other operty used in plan operation at beginning of year	2010-12-31	$15,507
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Aggregate proceeds on sale of assets	2010-12-31	$31,357
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$31,377
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	GOULD, KOBRICK & SCHLAPP, P.C.
Accountancy firm EIN	2010-12-31	133082707

Form 5500 Responses for UNITED SCENIC ARTISTS WELFARE FUND LOCAL 829

2013: UNITED SCENIC ARTISTS WELFARE FUND LOCAL 829 2013 form 5500 responses
2013-01-01	Type of plan entity	Multi-employer plan
2013-01-01	This submission is the final filing	Yes
2013-01-01	Plan is a collectively bargained plan	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: UNITED SCENIC ARTISTS WELFARE FUND LOCAL 829 2012 form 5500 responses
2012-01-01	Type of plan entity	Multi-employer plan
2012-01-01	Plan is a collectively bargained plan	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: UNITED SCENIC ARTISTS WELFARE FUND LOCAL 829 2011 form 5500 responses
2011-01-01	Type of plan entity	Multi-employer plan
2011-01-01	Plan is a collectively bargained plan	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: UNITED SCENIC ARTISTS WELFARE FUND LOCAL 829 2010 form 5500 responses
2010-01-01	Type of plan entity	Multi-employer plan
2010-01-01	Plan is a collectively bargained plan	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: UNITED SCENIC ARTISTS WELFARE FUND LOCAL 829 2009 form 5500 responses
2009-01-01	Type of plan entity	Multi-employer plan
2009-01-01	Plan is a collectively bargained plan	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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UNITED SCENIC ARTIST LOCAL 829 RETIREMENT 401K PLAN [EIN = 363945238]

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Company Name:	BOARD OF TRUSTEES OF UNITED SCENIC
Employer identification number (EIN):	136117983
NAIC Classification:	711510
NAIC Description:	Independent Artists, Writers, and Performers