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Original filing (PDF)20251015172628NAL0002702931001
STUDIO MECHANICS LOCAL 476 HEALTH AND WELFARE FUND
Form 5500
FILING_RECEIVED
MOTION PICTURE STUDIO MECHANICS LOCAL 476 HEALTH AND WELFARE PLAN
Health & welfare plan
Signals · 4
100% in single holding~448 bps in Sched C feesNo recordkeeper disclosed13 service providers
Active participants
727
Accounts w/ balance
—
Plan assets (EOY)
$14.0M
Net assets (EOY)
$11.0M
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
83
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
68
Participation health
100
Knocking points off
- Top holding "Vanguard Short Term Investment Grade Bond Fund Registered investment company - mutual fund 636 Goldman Sachs FS Government Fund Registered investment company - money market fund" is 100% of plan.
- 448 bps in Schedule C fees — 1444% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
- Highly fragmented vendor stack (13 disclosed providers, 9 categories).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STUDIO MECHANICS LOCAL 476 HEALTH AND WELFARE FUND.
Plan sponsor
Name
STUDIO MECHANICS LOCAL 476 HEALTH AND WELFARE FUND
EIN
36-6602783
Address
6309 NORTH NORTHWEST HIGHWAY · CHICAGO, IL · 60631
Phone
(773) 775-5300
Industry
Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
4Q · Other
4U · Dependent Care
Audit & trust (Schedule H)
Auditor
FGMK, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
13 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMERICA BANK | 36-6602783 | — | INVESTMENT CUSTODIAN | $21K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC CAPITAL INVESTMENT ADVISO | 36-4268991 | — | INVESTMENT ADVISOR | $8K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE HORTON GROUP | 36-3672171 | ORLAND PARK, IL | INSURANCE BROKER | $60K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GROUP ADMINISTRATORS, LTD | 36-3381052 | SCHAUMBURG, IL | CONTRACT ADMIN ISTRATOR | $189K | — |
Accountant / Auditor
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WAMPLER & ASSOCIATES, LLC | 32-0106897 | — | ACCOUNTANT | $54K | — |
| BUCK GLOBAL, LLC | 83-1116912 | — | PRESCRIPTION PLAN AUDIT | $48K | — |
| FGMK, LLC | 36-2929601 | — | AUDITOR | $20K | — |
| BMI AUDIT SERVICES | 38-4091484 | — | PRESCRIPTION DRUG AUDIT | $19K | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TED WINDSOR & ASSOCIATES | 36-4374704 | — | ACTUARY | $12K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JACOB BURNS, ORLOVE & HERNANDEZ | 36-2425981 | — | LAWYER | $48K | — |
Insurance
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC | 33-0785439 | — | INSURANCE | $6K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STUDIO MECHANICS LOCAL 476 | 36-2088664 | — | EMPLOYER ORGAN IZATION/U | $138K | — |
| INTERACTIVE HEALTH BENEFITS | — | WALLED LAKE, MI | FILING PREPARER | $6K | — |
Investments
1 direct security· $2.7M(20% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Short Term Investment Grade Bond Fund Registered investment company - mutual fund 636 Goldman Sachs FS Government Fund Registered investment company - money market fund | — | — | $2.7M | $2.7M | 19.5% |