Stagehands Local Two Annuity Plan — Form 5500 plan (Board Of Trustees - Stagehands Local Two)
Plain-English plan 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, Stagehands Local Two Annuity Plan is a benefit plan reported by Board Of Trustees - Stagehands Local Two under EIN 36-3248809 and plan number 003. The latest loaded filing year is 2023. The filing reports 3,194 participants and $94,304,787 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees - Stagehands Local Two
- EIN
- 36-3248809
- Plan number
- 003
- Plan type
- 1
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 3,194
- End-of-year plan assets
- $94,304,787
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,194 | H, C | 20241011111938NAL0010857635004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $94,304,787
- Total liabilities (EOY)
- $719,013
- Net assets (EOY)
- $93,585,774
- Net assets (BOY)
- $81,987,197
Income & contributions
- Employer contributions
- $7,076,652
- Total contributions
- $7,076,652
- Total income / additions
- $15,572,123
Expenses & distributions
- Benefits paid
- $3,431,847
- Administrative expenses
- $541,699
- Total expenses
- $3,973,546
- Net increase / (decrease)
- $11,598,577
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sei Investment Management | NONE | $364,583 | $0 | 2023 |
| Iatse Local 2 | AFFILIATED UNION | $97,210 | not reported in the loaded dataset | 2023 |
| Benefits Management Group | NONE | $25,088 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $22,000 | not reported in the loaded dataset | 2023 |
| Maury Collins | TRUSTEE | $5,027 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees - Stagehands Local Two
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Sei Investment Management — Schedule C compensation
- Iatse Local 2 — Schedule C compensation
- Benefits Management Group — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Maury Collins — Schedule C compensation