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Original filing (PDF)20251010144459NAL0004342387001
BD OF TRUSTEES STAGEHANDS LOCAL
Form 5500
FILING_RECEIVED
STAGEHANDS LOCAL TWO RETIREMENT PLAN
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed8 service providers
Active participants
1,397
Accounts w/ balance
—
Plan assets (EOY)
$156.7M
Net assets (EOY)
$156.4M
How this plan invests
This plan
4 pooled trusts
Schedule D
13 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
- 59 bps in Schedule C fees — 486% 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 BD OF TRUSTEES STAGEHANDS LOCAL.
Plan sponsor
Name
BD OF TRUSTEES STAGEHANDS LOCAL
DBA
TWO RETIREMENT PLAN
EIN
36-6099766
Address
216 S. JEFFERSON ST., SUITE 400 · CHICAGO, IL · 60606
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
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
LEGACY PROFESSINALS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KATHLEEN HECHINGER | 36-6099766 | — | TRUSTEE | $6K | — |
Other
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEI INVESTMENT MANAGEMENT | 23-1707341 | — | NONE | $604K | — |
| IATSE LOCAL TWO | 36-0906745 | — | AFFILIATED UNION | $113K | — |
| BENEFITS MANAGEMENT GROUP | 20-0188125 | — | NONE | $96K | — |
| FOSTER & FOSTER | 59-1921114 | — | NONE | $52K | — |
| LEGACY PROFESSIONALS | 32-0043599 | — | NONE | $28K | — |
| JACOBS, BURNS, ORLOVE & HERNANDEZ | 36-2425981 | — | NONE | $12K | — |
| AMALGAMATED BANK OF CHICAGO | 36-0721895 | — | NONE | $8K | — |
Investments
9 direct securities · 4 pooled funds· $155.2M(99% 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
$104.7M
8 holdings
Common Collective Trust
$29.5M
4 holdings
Mutual Funds
$21.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEI World Equity Ex-US Fund Class A | — | — | $28.6M | $28.8M | 18.4% | |
| SEI S&P 500 Index Fund | — | — | $20.3M | $23.8M | 15.2% | |
| SEI Limited Duration Bond | — | — | $21.3M | $21.2M | 13.6% | |
| S SEI Trust Core Fixed Income Fund | Mutual Funds | — | $22.6M | $21.0M | 13.4% | |
| SEI Large Cap Disciplined Equity Fund | — | — | $11.4M | $11.2M | 7.1% | |
| SEI STRUCTURED CREDTI COLLECTIVE FD SEI TRUST COMPANY · EIN 75-3251893 / PN 024 | Common Collective Trust | — | $4.2M | $9.6M | 6.1% | |
| SEI Extended Market Index | — | — | $9.6M | $9.5M | 6.1% | |
| SEI CORE PROPERTY COLLECTIVE INV TR SEI TRUST COMPANY · EIN 27-3224429 / PN 045 | Common Collective Trust | — | $3.4M | $9.0M | 5.8% | |
| SEI SPECIAL SITUATIONS COLL INV TR SEI TRUST COMPANY · EIN 27-0977453 / PN 038 | Common Collective Trust | — | $3.2M | $6.9M | 4.4% | |
| SEI Institutional Investment Trust High Yield Bond Fund | — | — | $5.4M | $4.9M | 3.1% | |
| SEI Emerging Markets Debt Fund | — | — | $5.6M | $4.8M | 3.1% | |
| SEI GLOBAL ASSETS V COLL INV TR SEI TRUST COMPANY · EIN 84-3069065 / PN 136 | Common Collective Trust | — | $3.4M | $4.0M | 2.5% | |
| Shares SHORT-TERM INVESTMENTS Goldman Financial Square Government Fund | — | — | $479K | $479K | 0.3% |