2023 Form 5500 filing — Ilgwu Death Benefit Fund 5
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241008132524NAL0009716851001) for Ilgwu Death Benefit Fund 5, reported by Unite Here under EIN 13-3819434 and plan number 507. It reports 36,410 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008132524NAL0009716851001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Unite Here
- EIN
- 13-3819434
- Plan number
- 507
- Location
- New York, NY
- Participants
- 36,410
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $85,501,179
- Total liabilities (EOY)
- $3,427,446
- Net assets (EOY)
- $82,073,733
- Total income / additions
- $6,974,250
- Benefits paid
- $5,860,510
- Administrative expenses
- $1,577,798
- Total expenses
- $7,438,308
- Net increase / (decrease)
- -$464,058
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Amalgamated Employee Benefits Adm. | PARTY IN INTEREST | $951,256 | not reported in the loaded dataset |
| Segal Consulting | NONE | $152,961 | not reported in the loaded dataset |
| Asb Capital Management | NONE | $102,391 | not reported in the loaded dataset |
| Schulte, Roth And Zabel | NONE | $69,851 | not reported in the loaded dataset |
| Novak Francella, LLC | NONE | $64,000 | not reported in the loaded dataset |
| Aligraphics, A Division Of Aeba | PARTY-IN-INTEREST | $40,324 | not reported in the loaded dataset |
| Invesco | NONE | $25,756 | not reported in the loaded dataset |
| Lowenstein Sandler Llp | NONE | $20,917 | not reported in the loaded dataset |
| Alliant Insurance Services, Inc. | NONE | $0 | $18,597 |
| Ss & C Technologies Inc | NONE | $0 | $17,172 |
| Koskie Minsky Llp | NONE | $16,198 | not reported in the loaded dataset |
| Wellington Management Company Llp | NONE | $11,004 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $561 | $0 |