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Original filing (PDF)20251010165135NAL0008038753001
BOARD OF TRUSTEES - STAGEHANDS LOCAL TWO
Form 5500
FILING_RECEIVED
STAGEHANDS LOCAL TWO ANNUITY PLAN
Defined-contribution retirement plan
Signals · 2
No recordkeeper disclosed7 service providers
Active participants
1,335
Accounts w/ balance
2,215
Plan assets (EOY)
$105.4M
Net assets (EOY)
$105.2M
How this plan invests
This plan
3 pooled trusts
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 57 bps in Schedule C fees — 473% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES - STAGEHANDS LOCAL TWO.
Plan sponsor
Name
BOARD OF TRUSTEES - STAGEHANDS LOCAL TWO
DBA
ANNUITY PLAN
EIN
36-3248809
Address
216 S. JEFFERSON STREET, SUITE 400 · CHICAGO, IL · 606615699
Phone
(312) 705-2020
Industry
Arts, Entertainment, Recreationsee all
Plan administrator
Name
BENEFITS MANAGEMENT GROUP, INC.
EIN
20-0188125
City
OAK BROOK, IL
Phone
(630) 472-0626
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
LEGACY PROFESSIONALS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KATHLEEN HECHINGER | 36-3248809 | — | TRUSTEE | $6K | — |
Other
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEI INVESTMENT MANAGEMENT | 23-1707341 | — | NONE | $407K | — |
| IATSE LOCAL 2 | 36-0906745 | — | AFFILIATED UNION | $113K | — |
| BENEFITS MANAGEMENT GROUP | 20-0188125 | — | NONE | $36K | — |
| LEGACY PROFESSIONALS LLP | 32-0043599 | — | NONE | $30K | — |
| JACOBS BURNS ORLOVE & HERNANDEZ LLP | 36-2425981 | — | NONE | $7K | — |
| AMALGAMATED BANK OF CHICAGO | 36-0721895 | — | NONE | $4K | — |
Investments
20 direct securities · 3 pooled funds· $105.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$68.2M
19 holdings
Mutual Funds
$20.2M
1 holding
Common Collective Trust
$16.8M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| S SEI Trust Core Fixed Income Fund | Mutual Funds | — | $22.3M | $20.2M | 19.1% | |
| SEI Limited Duration Bond | — | — | $15.4M | $15.2M | 14.4% | |
| SEI World Equity Ex-US Fund Class A | — | — | $11.8M | $12.0M | 11.4% | |
| SEI Ultra Short Duration Bond Fund | — | — | $10.1M | $10.2M | 9.6% | |
| SEI S&P 500 Index Fund | — | — | $7.8M | $9.2M | 8.8% | |
| SEI Multi Asset Real Return Fund | — | — | $7.4M | $7.1M | 6.7% | |
| SEI CORE PROPERTY COLLECTIVE INV TR SEI TRUST COMPANY · EIN 27-3224429 / PN 045 | Common Collective Trust | — | $2.2M | $6.1M | 5.8% | |
| SEI SPECIAL SITUATIONS COLL INV TR SEI TRUST COMPANY · EIN 27-0977453 / PN 038 | Common Collective Trust | — | $2.6M | $5.6M | 5.3% | |
| SEI STRUCTURED CREDIT COLLECTIVE FD SEI TRUST COMPANY · EIN 75-3251893 / PN 024 | Common Collective Trust | — | $2.6M | $5.1M | 4.9% | |
| SEI Large Cap Disciplined Equity Fund | — | — | $5.2M | $5.1M | 4.9% | |
| SEI Extended Market Index | — | — | $4.2M | $4.1M | 3.9% | |
| SEI Institutional Investment Trust High Yield Bond Fund | — | — | $2.4M | $2.0M | 1.9% | |
| SEI Emerging Markets Debt Fund | — | — | $2.4M | $2.0M | 1.9% | |
| DUE TO BROKER | — | — | — | $526K | 0.5% | |
| }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}} DESCRIPTION BEGINNING ENDING }}}}}}}}}}} }}}}}}}}}}}}}} ACCRUED INTEREST AND DIVIDENDS | — | — | $159K | $188K | 0.2% | |
| Shares SHORT-TERM INVESTMENTS Goldman Financial Square Government Fund | — | — | $166K | $166K | 0.2% | |
| }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}} DESCRIPTION BEGINNING ENDING }}}}}}}}}}} }}}}}}}}}}}}}} DUE TO RELATED ORGANIZATION | — | — | $97K | $113K | 0.1% | |
| }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}} DESCRIPTION AMOUNT }}}}}}}}}}} }}}}}}}}}}}}}} SHARED EMPLOYEE EXPENSES WITH RELATED ORGANIZATION | — | — | — | $103K | <0.1% | |
| INSURANCE | — | — | — | $10K | <0.1% | |
| RENT | — | — | — | $5K | <0.1% | |
| COMPUTER | — | — | — | $5K | <0.1% | |
| DUES AND SUBSCRIPTIONS 425. OFFICE EXPENSE | — | — | — | $3K | <0.1% | |
| ~~~~~~~~~~~~~~ 38 STATEMENT(S) 1, 2, 3 17381009 769095 PAM5186 | — | — | — | $2K | <0.1% |