DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
Taft-Hartley plan
Stagehands Local Two Retirement Plan
Taft-Hartley planChicago, IL
Assets
$157M
Total assets, Dec 31, 2024 reported
Funded
106.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
12
none on the tape
Plan sponsor: BD of Trustees Stagehands Local
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.3%
- Non-interest-bearing cash 0.4%
- Common/collective trusts 18.8%
- Registered investment companies 80.0%
Consultants and advisers
7 firms
- Amalgamated Bank Custodianthrough Dec 31, 2024 Form 5500
- BD of Trustees Stagehands Local Discretionary trusteethrough Dec 31, 2024 Form 5500
- Foster & Foster Actuarythrough Dec 31, 2024 Form 5500
- SEI Investment Company Custodianthrough Dec 31, 2023 Form 5500
- SEI Investment Management Co Trusteethrough Dec 31, 2022 Form 5500
- Foster & Foster, Inc Actuarythrough Dec 31, 2022 Form 5500
- Foster & Foster Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on the commitment tape
From the plan’s own commitment disclosures
- SEI Core Property Collective Fund3 rows, latest Dec 31, 2024
- SEI Global Private Assets V Fund3 rows, latest Dec 31, 2024
- SEI Structrued Credit Collective Fd3 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- Amalgamated Bankplan years 2022
Commitments
12 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | SEI Core Property Collective Inv Trcollective trust | SEI Core Property Collective Fund | Real estate | $9.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | SEI Global Private Assets V Citcollective trust | SEI Global Private Assets V Fund | Pooled vehicles | $4.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | SEI Structured Credit Collective Fdcollective trust | SEI Structrued Credit Collective Fd | Private credit | $9.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | SEI Special Situations Collectivecollective trust | SEI Trust Company | Private credit | $6.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | SEI Core Property Collective Inv Trcollective trust | SEI Core Property Collective Fund | Real estate | $9.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | SEI Global Private Assets V Citcollective trust | SEI Global Private Assets V Fund | Pooled vehicles | $3.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | SEI Structured Credit Collective Fdcollective trust | SEI Structrued Credit Collective Fd | Private credit | $8.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | SEI Special Situations Collectivecollective trust | SEI Trust Company | Private credit | $5.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | SEI Core Property Collective Inv Trcollective trust | SEI Core Property Collective Fund | Real estate | $10.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | SEI Global Private Assets V Citcollective trust | SEI Global Private Assets V Fund | Pooled vehicles | $2.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | SEI Structured Credit Collective Fdcollective trust | SEI Structrued Credit Collective Fd | Private credit | $6.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | SEI Special Situations Collectivecollective trust | SEI Trust Company | Private credit | $5.4M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Investment management fees
$543,524 (2023-12) · $552,528 (2022-12)
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 1,633 | n/a | n/a | n/a | $157M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,805 | n/a | n/a | n/a | $140M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,289 | n/a | n/a | n/a | $122M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- SEI Investment Management codes 18 21 24 28 52 $603,923 PY2024
- Iatse Local Two codes 35 49 50 $112,870 PY2024
- Benefits Management Group codes 13 $96,000 PY2024
- Foster & Foster codes 11 $51,898 PY2024
- Legacy Professionals codes 10 $27,750 PY2024
- Jacobs, Burns, Orlove & Hernandez codes 29 $11,856 PY2024
- Amalgamated Bank of Chicago codes 19 28 62 $8,110 PY2024
- Kathleen Hechinger codes 24 49 50 $5,689 PY2024
- SEI Core Property Collective Inv Tr Sched. D C $9.0M PY2024
- SEI Global Assets V Coll Inv Tr Sched. D C $4.0M PY2024
- SEI Structured Credti Collective Fd Sched. D C $9.6M PY2024
- SEI Special Situations Coll Inv Tr Sched. D C $6.9M PY2024
- Foster & Foster, Inc. codes 11 PY2024
- SEI Investment Management codes 18 21 24 28 52 $543,524 PY2023
- Iatse Local Two codes 35 49 50 $97,210 PY2023
- Benefits Management Group codes 13 $68,550 PY2023
- Foster & Foster codes 11 $44,491 PY2023
- Legacy Professionals codes 10 $25,500 PY2023
- Jacobs, Burns, Orlove & Hernandez codes 29 $9,120 PY2023
- Amalgamated Bank of Chicago codes 28 62 $6,840 PY2023
- SEI Core Property Coll. Invest Tr Sched. D C $9.1M PY2023
- SEI Global Private Assets V Coll. Sched. D C $3.1M PY2023
- SEI Structured Credit Coll. Inv. Tr Sched. D C $8.1M PY2023
- SEI Special Situations Coll. Inv Tr Sched. D C $5.9M PY2023
- Foster & Foster, Inc. codes 11 PY2023
- SEI Investment Management codes 21 24 28 51 52 $552,528 PY2022
- Benefit Management Group codes 13 $61,890 PY2022
- Foster & Foster codes 11 $31,889 PY2022
- Bansley & Kiener codes 10 $23,000 PY2022
- Jacobs, Burns, Orlove & Hernandez codes 29 $14,252 PY2022
- Amalgamated Bank of Chicago codes 28 62 $6,681 PY2022
- SEI Structured Credit Coll. Inv. Tr Sched. D C $6.7M PY2022
- SEI Special Situations Coll. Inv Tr Sched. D C $5.4M PY2022
- SEI Core Property Coll. Invest Tr Sched. D C $10.0M PY2022
- SEI Global Private Assets V Coll. Sched. D C $2.3M PY2022
- Foster & Foster, Inc. codes 11 PY2022
What changed
5 events
- Dec 31, 2024Assets changedStagehands Local Two Retirement Plan total assets $140M -> $157M (+11.9%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedStagehands Local Two Retirement Plan funded ratio 101.2% -> 106.0% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedStagehands Local Two Retirement Plan plan assets $121M -> $139M (+14.8%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedStagehands Local Two Retirement Plan total assets $122M -> $140M (+15.1%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Assets changedStagehands Local Two Retirement Plan plan assets $138M -> $121M (-12.5%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 366099766-001
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.