Board Of Trustees, Hotel And Restaurant Employees — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Board Of Trustees, Hotel And Restaurant Employees (EIN 94-1229312) is a plan sponsor located in Pleasanton, CA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
94-1229312
Location
Pleasanton, CA
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$19,507,448
Total reported liabilities (EOY)
$3,261,181
Total reported net assets (EOY)
$16,246,267

Contributions & income

Employer contributions
$21,839,247
Participant contributions
$7,549
Total income / additions
$22,872,331

Expenses & distributions

Benefits paid / distributions
$18,174,020
Total expenses
$18,666,100
Net increase / (decrease)
$4,206,231

Coverage

Total reported participants
1,046
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Board Of Trustees, Hotel And Restaurant Employees plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Hotel And Restaurant Employees Health And Welfare Trust Fund5011,046$19,507,4482023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Board Of Trustees, Hotel And Restaurant Employees
YearPlanParticipantsSchedulesFiling
2023Hotel And Restaurant Employees Health And Welfare Trust Fund1,046H, C20240930142508NAL0009575712001

Related Form 5500 pages