2023 Form 5500 filing — Stagehands Local Two H&W Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241011110931NAL0012406371002) for Stagehands Local Two H&W Plan, reported by Stagehands Local Two H&W Plan under EIN 36-6565389 and plan number 501. It reports 535 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011110931NAL0012406371002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Stagehands Local Two H&W Plan
- EIN
- 36-6565389
- Plan number
- 501
- Location
- Chicago, IL
- Participants
- 535
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,714,579
- Total liabilities (EOY)
- $1,735,367
- Net assets (EOY)
- $16,979,212
- Employer contributions
- $9,840,381
- Participant contributions
- $432,485
- Total income / additions
- $11,776,544
- Benefits paid
- $8,054,162
- Administrative expenses
- $218,502
- Total expenses
- $8,272,664
- Net increase / (decrease)
- $3,503,880
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Healthcare Service Corporation | NONE | $253,191 | $0 |
| Benefits Management Group, Inc | NONE | $166,525 | not reported in the loaded dataset |
| Iatse Local 2 | AFFILIATED UNION | $97,210 | not reported in the loaded dataset |
| Foster & Foster | NONE | $31,750 | not reported in the loaded dataset |
| Sei Investments | NONE | $25,869 | $0 |
| Legacy Professionals Llp | NONE | $24,500 | not reported in the loaded dataset |
| Script Care, Ltd. | NONE | $11,737 | not reported in the loaded dataset |
| Employee Resource Systems | NONE | $7,946 | not reported in the loaded dataset |
| Jacobs, Burns, Orlove & Hernandez | NONE | $6,048 | not reported in the loaded dataset |
| Amalgamated Bank Of Chicago | NONE | $5,197 | $0 |