Plan Snapshot
- Plan Sponsor: Stagehands Local Two H&W Plan
- Sponsor EIN: 366565389
- Sponsor Address: 216 S. JEFFERSON, SUITE 400, CHICAGO, IL, 60661
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 474
- Total Assets: $20.6M
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 | 474 | $20.6M | $10.8M | $543,776 |
| 2023 | 452 | $18.7M | $9.8M | $432,485 |
| 2022 | 411 | $13.7M | $11.3M | $501,765 |
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 |
|---|---|---|---|---|
| HEALTHCARE SERVICE CORPORATION | Other Service Provider | $271,493 | — | $271,493 |
| BENEFITS MANAGEMENT GROUP, INC | Other Service Provider | $211,565 | — | $211,565 |
| IATSE LOCAL 2 | Other Service Provider | $112,870 | — | $112,870 |
| SEI INVESTMENTS | Other Service Provider | $30,769 | — | $30,769 |
| FOSTER & FOSTER | Other Service Provider | $28,688 | — | $28,688 |
| LEGACY PROFESSIONALS LLP | Auditor | $27,750 | — | $27,750 |
| BLUEGRASS HEALTH SOLUTIONS | Other Service Provider | $20,651 | — | $20,651 |
| JACOBS, BURNS, ORLOVE & HERNANDEZ | Other Service Provider | $16,872 | — | $16,872 |
| SCRIPT CARE, LTD. | Other Service Provider | $11,651 | — | $11,651 |
| EMPLOYEE RESOURCE SYSTEMS | Recordkeeper | $9,099 | — | $9,099 |
| AMALGAMATED BANK OF CHICAGO | Other Service Provider | $5,706 | — | $5,706 |
| 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 LLP — Auditor
- EMPLOYEE RESOURCE SYSTEMS — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $752,803
- Estimated Expense Ratio: 3.648% 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 | $253,253 | $36,475 | — | $27,750 | — |
| 2023 | $218,502 | $31,066 | — | $24,500 | — |
| 2022 | $189,532 | $20,995 | — | — | $60,739 |