2023 Form 5500 filing — Stagehands Local Two Retirement 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 20241013153941NAL0049616162002) for Stagehands Local Two Retirement Plan, reported by Bd Of Trustees Stagehands Local under EIN 36-6099766 and plan number 001. It reports 1,805 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013153941NAL0049616162002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bd Of Trustees Stagehands Local
- EIN
- 36-6099766
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- 1,805
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $139,954,393
- Total liabilities (EOY)
- $946,443
- Net assets (EOY)
- $139,007,950
- Employer contributions
- $10,124,122
- Total income / additions
- $27,622,678
- Benefits paid
- $8,938,326
- Administrative expenses
- $880,190
- Total expenses
- $9,818,516
- Net increase / (decrease)
- $17,804,162
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sei Investment Management | NONE | $543,524 | $0 |
| Iatse Local Two | AFFILIATED UNION | $97,210 | not reported in the loaded dataset |
| Benefits Management Group | NONE | $68,550 | not reported in the loaded dataset |
| Foster & Foster | NONE | $44,491 | not reported in the loaded dataset |
| Legacy Professionals | NONE | $25,500 | not reported in the loaded dataset |
| Jacobs, Burns, Orlove & Hernandez | NONE | $9,120 | not reported in the loaded dataset |
| Amalgamated Bank Of Chicago | NONE | $6,840 | $0 |