Stagehands Local Two H&W Plan — Form 5500 plan (Stagehands Local Two H&W Plan)
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 H&W Plan is a benefit plan reported by Stagehands Local Two H&W Plan under EIN 36-6565389 and plan number 501. The latest loaded filing year is 2023. The filing reports 535 participants and $18,714,579 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stagehands Local Two H&W Plan
- EIN
- 36-6565389
- Plan number
- 501
- Plan type
- 1
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 535
- End-of-year plan assets
- $18,714,579
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 535 | H, C | 20241011110931NAL0012406371002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,714,579
- Total liabilities (EOY)
- $1,735,367
- Net assets (EOY)
- $16,979,212
- Net assets (BOY)
- $13,475,332
Income & contributions
- Employer contributions
- $9,840,381
- Participant contributions
- $432,485
- Total contributions
- $10,272,866
- Total income / additions
- $11,776,544
Expenses & distributions
- Benefits paid
- $8,054,162
- Administrative expenses
- $218,502
- Total expenses
- $8,272,664
- Net increase / (decrease)
- $3,503,880
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Healthcare Service Corporation | NONE | $253,191 | $0 | 2023 |
| Benefits Management Group, Inc | NONE | $166,525 | not reported in the loaded dataset | 2023 |
| Iatse Local 2 | AFFILIATED UNION | $97,210 | not reported in the loaded dataset | 2023 |
| Foster & Foster | NONE | $31,750 | not reported in the loaded dataset | 2023 |
| Sei Investments | NONE | $25,869 | $0 | 2023 |
| Legacy Professionals Llp | NONE | $24,500 | not reported in the loaded dataset | 2023 |
| Script Care, Ltd. | NONE | $11,737 | not reported in the loaded dataset | 2023 |
| Employee Resource Systems | NONE | $7,946 | not reported in the loaded dataset | 2023 |
| Jacobs, Burns, Orlove & Hernandez | NONE | $6,048 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank Of Chicago | NONE | $5,197 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Stagehands Local Two H&W Plan
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Healthcare Service Corporation — Schedule C compensation
- Benefits Management Group, Inc — Schedule C compensation
- Iatse Local 2 — Schedule C compensation
- Foster & Foster — Schedule C compensation
- Sei Investments — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Script Care, Ltd. — Schedule C compensation
- Employee Resource Systems — Schedule C compensation
- Jacobs, Burns, Orlove & Hernandez — Schedule C compensation
- Amalgamated Bank Of Chicago — Schedule C compensation