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Original filing (PDF)20251010165135NAL0008038753002
STAGEHANDS LOCAL TWO H&W PLAN
Form 5500
FILING_RECEIVED
STAGEHANDS LOCAL TWO H&W PLAN
Health & welfare plan
Signals · 4
30% in single holding~365 bps in Sched C feesNo recordkeeper disclosed12 service providers
Active participants
474
Accounts w/ balance
—
Plan assets (EOY)
$20.6M
Net assets (EOY)
$19.4M
How this plan invests
This plan
11 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
85
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Registered investment companies SEI Trust Core Fixed Income Fund" is 30% of plan.
- 365 bps in Schedule C fees — 1158% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STAGEHANDS LOCAL TWO H&W PLAN.
Plan sponsor
Name
STAGEHANDS LOCAL TWO H&W PLAN
EIN
36-6565389
Address
216 S. JEFFERSON, SUITE 400 · CHICAGO, IL · 60661
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
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
Audit & trust (Schedule H)
Auditor
LEGACY PROFESSIONALS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
12 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KATHLEEN HECHINGER | 36-6565389 | — | TRUSTEE | $6K | — |
Other
11| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HEALTHCARE SERVICE CORPORATION | 36-1236610 | — | NONE | $271K | — |
| BENEFITS MANAGEMENT GROUP, INC | 20-0188125 | — | NONE | $212K | — |
| IATSE LOCAL 2 | 36-0906745 | — | AFFILIATED UNION | $113K | — |
| SEI INVESTMENTS | 23-1707341 | — | NONE | $31K | — |
| FOSTER & FOSTER | 59-1921114 | — | NONE | $29K | — |
| LEGACY PROFESSIONALS LLP | 32-0043599 | — | NONE | $28K | — |
| BLUEGRASS HEALTH SOLUTIONS | 38-4251369 | — | NONE | $21K | — |
| JACOBS, BURNS, ORLOVE & HERNANDEZ | 36-2425981 | — | NONE | $17K | — |
| SCRIPT CARE, LTD. | 76-0295598 | — | NONE | $12K | — |
| EMPLOYEE RESOURCE SYSTEMS | 36-3867645 | — | NONE | $9K | — |
| AMALGAMATED BANK OF CHICAGO | 36-0721895 | — | NONE | $6K | — |
Investments
11 direct securities· $18.3M(89% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Registered investment companies SEI Trust Core Fixed Income Fund | — | — | $5.6M | $5.5M | 26.5% | |
| SEI Limited Duration Bond Fund | — | — | $3.6M | $3.6M | 17.7% | |
| SEI Ultra Short Duration Bond Fund | — | — | $2.2M | $2.2M | 10.6% | |
| SEI World Equity Ex-US Fund Class A | — | — | $1.8M | $1.8M | 8.8% | |
| SEI Real Return Plus Fund | — | — | $1.5M | $1.5M | 7.1% | |
| SEI Inst S&P 500 Index Fund | — | — | $1.3M | $1.3M | 6.1% | |
| SEI Large Cap Disciplined Equity Fund | — | — | $1.1M | $1.1M | 5.2% | |
| SEI Extended Market Index Fund | — | — | $541K | $541K | 2.6% | |
| SEI Instl Investment Trust High Yield Bond Fund | — | — | $375K | $365K | 1.8% | |
| SEI Emerging Markets Debt Fund | — | — | $374K | $364K | 1.8% | |
| Par/ Interest Maturity Shares Rate Date Short-term Investments Goldman Financial Suqare Govt-A FD#465 | — | — | $107K | $107K | 0.5% |
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