Stagehands Local Two Retirement Plan — Form 5500 plan (Bd Of Trustees Stagehands Local)
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 Retirement Plan is a benefit plan reported by Bd Of Trustees Stagehands Local under EIN 36-6099766 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,805 participants and $139,954,393 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd Of Trustees Stagehands Local
- EIN
- 36-6099766
- Plan number
- 001
- Plan type
- 1
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 1,805
- End-of-year plan assets
- $139,954,393
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,805 | H, C | 20241013153941NAL0049616162002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $139,954,393
- Total liabilities (EOY)
- $946,443
- Net assets (EOY)
- $139,007,950
- Net assets (BOY)
- $121,203,788
Income & contributions
- Employer contributions
- $10,124,122
- Total contributions
- $10,124,122
- Total income / additions
- $27,622,678
Expenses & distributions
- Benefits paid
- $8,938,326
- Administrative expenses
- $880,190
- Total expenses
- $9,818,516
- Net increase / (decrease)
- $17,804,162
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sei Investment Management | NONE | $543,524 | $0 | 2023 |
| Iatse Local Two | AFFILIATED UNION | $97,210 | not reported in the loaded dataset | 2023 |
| Benefits Management Group | NONE | $68,550 | not reported in the loaded dataset | 2023 |
| Foster & Foster | NONE | $44,491 | not reported in the loaded dataset | 2023 |
| Legacy Professionals | NONE | $25,500 | not reported in the loaded dataset | 2023 |
| Jacobs, Burns, Orlove & Hernandez | NONE | $9,120 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank Of Chicago | NONE | $6,840 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd Of Trustees Stagehands Local
- 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 Two — Schedule C compensation
- Benefits Management Group — Schedule C compensation
- Foster & Foster — Schedule C compensation
- Legacy Professionals — Schedule C compensation
- Jacobs, Burns, Orlove & Hernandez — Schedule C compensation
- Amalgamated Bank Of Chicago — Schedule C compensation