2023 Form 5500 filing — Stagehands Local Two Annuity 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 20241011111938NAL0010857635004) for Stagehands Local Two Annuity Plan, reported by Board Of Trustees - Stagehands Local Two under EIN 36-3248809 and plan number 003. It reports 3,194 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011111938NAL0010857635004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees - Stagehands Local Two
- EIN
- 36-3248809
- Plan number
- 003
- Location
- Chicago, IL
- Participants
- 3,194
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $94,304,787
- Total liabilities (EOY)
- $719,013
- Net assets (EOY)
- $93,585,774
- Employer contributions
- $7,076,652
- Total income / additions
- $15,572,123
- Benefits paid
- $3,431,847
- Administrative expenses
- $541,699
- Total expenses
- $3,973,546
- Net increase / (decrease)
- $11,598,577
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sei Investment Management | NONE | $364,583 | $0 |
| Iatse Local 2 | AFFILIATED UNION | $97,210 | not reported in the loaded dataset |
| Benefits Management Group | NONE | $25,088 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $22,000 | not reported in the loaded dataset |
| Maury Collins | TRUSTEE | $5,027 | not reported in the loaded dataset |