Plan Snapshot
- Plan Sponsor: Bd Of Trustees Stagehands Local
- Sponsor EIN: 366099766
- Sponsor Address: 216 S. JEFFERSON ST., SUITE 400, CHICAGO, IL, 60606
- Plan Type: DB
- Total Participants: 1,397
- Total Assets: $156.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,397 | $156.7M | $10.9M | $0 |
| 2023 | 1,353 | $140.0M | $10.1M | $0 |
| 2022 | 1,527 | $121.6M | $8.4M | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| SEI INVESTMENT MANAGEMENT | Other Service Provider | $603,923 | — | $603,923 |
| IATSE LOCAL TWO | Other Service Provider | $112,870 | — | $112,870 |
| BENEFITS MANAGEMENT GROUP | Other Service Provider | $96,000 | — | $96,000 |
| FOSTER & FOSTER | Other Service Provider | $51,898 | — | $51,898 |
| LEGACY PROFESSIONALS | Auditor | $27,750 | — | $27,750 |
| JACOBS, BURNS, ORLOVE & HERNANDEZ | Other Service Provider | $11,856 | — | $11,856 |
| AMALGAMATED BANK OF CHICAGO | Other Service Provider | $8,110 | — | $8,110 |
| KATHLEEN HECHINGER | Custodian / Trustee | $5,689 | — | $5,689 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEGACY PROFESSIONALS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $918,096
- Estimated Expense Ratio: 0.586% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $1,005,405 | $603,923 | $96,000 | $27,750 | — |
| 2023 | $880,190 | $543,524 | $68,550 | $25,500 | — |
| 2022 | $837,473 | $552,528 | $61,624 | — | $69,141 |