2024-11-06T15:58:15-06:00 2023-12-31 320043599 LEGACY PROFESSIONALS LLP 4 WESTBROOK CORPORATE CTR STE 700 WESTCHESTER IL 60154 990 2023-01-01 366565389 STAGEHANDS LOCAL TWO H&W PLAN C/O BENEFITS MANAGEMENT GROUP INC STAG 6305371255 625 ENTERPRISE DRIVE OAK BROOK IL 60523 JAMES GALLERY FUND ADMINISTRATOR 6304720626 2024-11-06 1 0 MEGAN M MATTHYS P01355334 3123680500 2024-11-06 2023 2024-10-15 13:58:12Z JAMES GALLERY 625 ENTERPRISE DRIVE OAK BROOK IL 60523 30545382 0 X WWW.BMGIWEB.COM X 1970 IL TO PROVIDE HEALTH BENEFITS TO ELIGIBLE PARTICIPANTS. 6 0 0 0 0 0 0 0 11933700 10508453 174127 822863 0 0 12107827 11331316 0 0 5759737 7926862 3136 6506 0 0 0 340707 366856 6103580 8300224 6004247 3031092 13723411 18714579 217905 1059375 13505506 17655204 TO PROVIDE MEDICAL, SURGICAL, DENTAL AND OTHER BENEFITS TO ALL ELIGIBLE PARTICIPANTS AND THEIR BENEFICIARIES. 0 0 TO PROVIDE MEDICAL, SURGICAL, DENTAL AND OTHER BENEFITS TO ALL ELIGIBLE PARTICIPANTS AND THEIR BENEFICIARIES. 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 6 0 1 0 0 0 0 0 0 0 0 0 0 0 X 6 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 X BENEFITS MANAGEMENT GROUP INC 6305371255 625 ENTERPRISE DRIVE OAK BROOK IL 60523 CRAIG CARLSON TRUSTEE 0.80 62.00 X 0 331468 117964 JEFFERY SCHNOEBELEN TRUSTEE 0.50 1.00 X 672 4493 0 MICHAEL ROBINSON TRUSTEE 0.50 50.00 X 0 268490 96656 MAURY COLLINS TRUSTEE 0.50 1.00 X 2100 4667 0 DULCIE GILMORE TRUSTEE 0.50 1.00 X 1867 3734 0 KATHLEEN HECHINGER TRUSTEE 0.50 1.00 X 1867 3734 0 JAMES GALLERY PLAN ADMINISTRATOR/TPA 25.00 15.00 X 0 0 0 6506 616586 214620 0 0 1 0 BENEFITS MANAGEMENT GROUP INC 625 ENTERPRISE DR OAK BROOK IL 60523 CLAIMS ADMINISTRATION 154860 1 EMPLOYER CONTRIBUTIONS 900099 9840381 9840381 EMPLOYEE CONTRIBUTIONS 900099 432485 432485 STOP LOSS REFUNDS 900099 235587 235587 10508453 637710 637710 19399219 19214066 185153 185153 185153 11331316 10508453 0 822863 7926862 6506 93489 6048 24500 31066 186610 11666 3721 2461 5271 MISCELLANEOUS 2024 8300224 1455599 2026111 366743 909088 4474 5160 11896595 15774220 13723411 18714579 18311 51586 104281 125403 95313 882386 217905 1059375 X 0 0 0 0 13505506 17655204 13505506 17655204 13723411 18714579 3031092 445228 673378 0 X 0 1 X 0 0 0 DUE TO RELATED ORGANIZATIONS 97210 DUE TO BROKER 785176 882386 X 11745478 445228 445228 11300250 31066 31066 11331316 8269158 0 8269158 31066 31066 8300224 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE PLAN TO EVALUATE TAX POSITIONS TAKEN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER THERE ARE CURRENTLY NO AUDITS FOR ANY TAX YEARS IN PROGRESS. 0 0 0 CRAIG CARLSON TRUSTEE 0 327677 0 0 0 3791 0 78643 0 39321 0 449432 0 0 MICHAEL ROBINSON TRUSTEE 0 268490 0 0 0 0 0 64437 0 32219 0 365146 0 0 FORM 990, PART VI, SECTION A, LINE 3 ALTHOUGH THE TRUSTEES RETAIN ULTIMATE RESPONSIBILITY, THE BOARD HAS DELEGATED THE DAY TO DAY ADMINISTRATION DUTIES TO BENEFITS MANAGEMENT GROUP, INC. AS THE THRID PARTY ADMINISTRATOR. JAMES GALLERY IS THE PRESIDENT OF THE ORGANIZATION AND IS LISTED AS AN OFFICER OF THE PLAN. THE TPA IS NOT CONSIDERED A RELATED ORGANIZATION TO THE PLAN. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY THE INDEPENDENT CPA. THE GOVERNING BODY HAS AUTHORIZED THE PLAN ADMINISTRATOR TO REVIEW AND APPROVE THE RETURN PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FORM 990, 5500 (WHICH INCLUDES AUDITED FINANCIAL STATEMENTS) AND ITS SUMMARY ANNUAL REPORT AVAILABLE FOR INSPECTION UPON REQUEST. OTHER GOVERNING DOCUMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC. THEATRICAL STAGE EMPLOYEES UNION LOCAL TWO 216 S JEFFERSON STREET CHICAGO IL 60661 360906745 PROTECTS AND PROMOTES THE INTEREST OF THE MEMBERS IL 501(C)(5) N/A 0 STAGEHANDS LOCAL TWO RETIREMENT PLAN 216 S JEFFERSON STREET CHICAGO IL 60661 366099766 THE PLAN PROVIDES RETIREMENT BENEFITS TO ELIGIBLE PARTICIPANTS. IL 401(A) N/A 0 STAGEHANDS LOCAL TWO ANNUITY PLAN 216 S JEFFERSON STREET CHICAGO IL 60661 363248809 THE PLAN PROVIDES ANNUITY BENEFITS TO PARTICIPANTS W/ TERMS OF THE CBA. IL 401(A) N/A 0 STAGEHANDS LOCAL TWO TRAINING PLAN 216 S JEFFERSON STREET CHICAGO IL 60661 261973064 TRAINING FUND FOR JOURNEYMEN AND APPRENTICES IL 501(C)(3) LINE 11 N/A 0 ALLIED VISION CONTRIBUTING EMPLOYER 0 ALLSTATE ARENA CONTRIBUTING EMPLOYER 0 AMERICAN BROADCASTING COMPANY CONTRIBUTING EMPLOYER 0 AUDIO VISUAL ONE (1) CONTRIBUTING EMPLOYER 0 AUDIO VISUAL PRODUCTIONS CONTRIBUTING EMPLOYER 0 AUDITORIUM THEATRE CONTRIBUTING EMPLOYER 0 BARNEY-MONK CORP CONTRIBUTING EMPLOYER 0 BROADWAY IN CHICAGO CONTRIBUTING EMPLOYER 0 C3 PRESENTS CONTRIBUTING EMPLOYER 0 CHI OTTO INC CONTRIBUTING EMPLOYER 0 CHICAGO OPERA THEATER CONTRIBUTING EMPLOYER 0 CHICAGO PROMPTER CONTRIBUTING EMPLOYER 0 CHICAGO SCENIC STUDIOS CONTRIBUTING EMPLOYER 0 CHICAGO SHAKESPEARE THEATER CONTRIBUTING EMPLOYER 0 CHICAGO SYMPHONY ORCHESTRA CONTRIBUTING EMPLOYER 0 COLUMBIA BROADCASTING SYSTEM CONTRIBUTING EMPLOYER 0 COMPLETE CREWING CONTRIBUTING EMPLOYER 0 DAVID MICHAEL PRODUCTIONS CONTRIBUTING EMPLOYER 0 DB PRODUCTIONS LLC CONTRIBUTING EMPLOYER 0 DRURY LANE OAKBROOK CONTRIBUTING EMPLOYER 0 ELECTRONIC SCRIPT PROMPT CONTRIBUTING EMPLOYER 0 ENCORE EVENT TECHNOLOGIES CONTRIBUTING EMPLOYER 0 ESSANNAY SHOW IT CONTRIBUTING EMPLOYER 0 EXTREME REACH TALENT INC CONTRIBUTING EMPLOYER 0 FOUR LEAF PRODUCTIONS CONTRIBUTING EMPLOYER 0 FREEMAN AUDIO VISUAL SOLUTIONS CONTRIBUTING EMPLOYER 0 FROST LIGHTING CONTRIBUTING EMPLOYER 0 G9T INC CONTRIBUTING EMPLOYER 0 GATEWAY FIREWORKS DISPLAYS CONTRIBUTING EMPLOYER 0 GENESEE THEATRE CONTRIBUTING EMPLOYER 0 GPR INC CONTRIBUTING EMPLOYER 0 HOLLYWOOD CASINO AMPHITH CONTRIBUTING EMPLOYER 0 HOUSE OF HOPE CONTRIBUTING EMPLOYER 0 HUBBARD STREET DANCE CONTRIBUTING EMPLOYER 0 JOFFREY BALLET CONTRIBUTING EMPLOYER 0 JUST AMERICAN GUYS STAGEHANDS CONTRIBUTING EMPLOYER 0 KEYLIGHT INC CONTRIBUTING EMPLOYER 0 KOBOTECH CONTRIBUTING EMPLOYER 0 LAKE SHORE AUDIO VISUAL CONTRIBUTING EMPLOYER 0 LIVE NATION CONTRIBUTING EMPLOYER 0 LIVE NATION- ARAGON BALLROOM CONTRIBUTING EMPLOYER 0 LIVE NATION - NORTHERLY ISLAND CONTRIBUTING EMPLOYER 0 LYRIC OPERA CONTRIBUTING EMPLOYER 0 M T CASES CONTRIBUTING EMPLOYER 0 MAZZAREBA INT'L CONTRIBUTING EMPLOYER 0 MB FINANCIAL PARK CONTRIBUTING EMPLOYER 0 MEDIA SOLUTIONS CONTRIBUTING EMPLOYER 0 MIDWEST CONFERENCE SERVICES CONTRIBUTING EMPLOYER 0 LOGICAL LIGHTING CONTRIBUTING EMPLOYER 0 MPEA CONTRIBUTING EMPLOYER 0 MSGCHICAGO THEATRE CONTRIBUTING EMPLOYER 0 MUSIC & DANCE THEATRE CONTRIBUTING EMPLOYER 0 NATIONAL BROADCASTING CO CONTRIBUTING EMPLOYER 0 LIVE NATION NORTHERLY ISLAND CONTRIBUTING EMPLOYER 0 NORTHWEST DRAPERY CONTRIBUTING EMPLOYER 0 ON SERVICES CONTRIBUTING EMPLOYER 0 PHILIP TOUR LLC CONTRIBUTING EMPLOYER 0 PRG-PRODUCTION RESOURCE GROUP CONTRIBUTING EMPLOYER 0 PRODUCTION PAYROLL CONTRIBUTING EMPLOYER 0 PRODUCTION SUPPORT SERVICE INC CONTRIBUTING EMPLOYER 0 PROGRAM PRODUCTION CONTRIBUTING EMPLOYER 0 PROJECTION PRESENTATION CO CONTRIBUTING EMPLOYER 0 PURPLE TALLY CONTRIBUTING EMPLOYER 0 RADIUS CHICAGO CONTRIBUTING EMPLOYER 0 RAVINIA FESTIVAL ASSOC CONTRIBUTING EMPLOYER 0 ROCK LABOR LLC CONTRIBUTING EMPLOYER 0 ROSEMONT EXPOSITION SERVICES CONTRIBUTING EMPLOYER 0 ROSEMONT THEATRE CONTRIBUTING EMPLOYER 0 SALT SHED CONTRIBUTING EMPLOYER 0 SEARS CENTRE CONTRIBUTING EMPLOYER 0 SHOW SERVICES CONTRIBUTING EMPLOYER 0 SILVERBACK PRODUCTIONS CONTRIBUTING EMPLOYER 0 SKYLINE STAGENPIER CONTRIBUTING EMPLOYER 0 SMG CONTRIBUTING EMPLOYER 0 SOUND CO-OP CONTRIBUTING EMPLOYER 0 TEATRO ZINZANNI CONTRIBUTING EMPLOYER 0 TECHNICAL MANAGEMENT GROUP CONTRIBUTING EMPLOYER 0 THE LABOR CONNECTION CONTRIBUTING EMPLOYER 0 THEATER OUTSOURCE CONTRIBUTING EMPLOYER 0 THEATRICAL LIGHTING CONNECTION CONTRIBUTING EMPLOYER 0 THEATRICAL RESOURCES CONTRIBUTING EMPLOYER 0 TOWNSHIP HIGH SCHOOL DISTRICT 113 CONTRIBUTING EMPLOYER 0 UNITED CENTER CONTRIBUTING EMPLOYER 0 UNLIMITED PRODUCTIONS INC CONTRIBUTING EMPLOYER 0 WFLD-TV CONTRIBUTING EMPLOYER 0 WGN-TV CONTRIBUTING EMPLOYER 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0