2023 Form 5500 filing — San Mateo Hotel Employees & Restaurant Employees Welfare Fund
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 20241011145109NAL0022972017001) for San Mateo Hotel Employees & Restaurant Employees Welfare Fund, reported by San Mateo Hotel Employees & Restaurant Employees Welfare Fund under EIN 94-6081299 and plan number 501. It reports 1,814 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011145109NAL0022972017001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- San Mateo Hotel Employees & Restaurant Employees Welfare Fund
- EIN
- 94-6081299
- Plan number
- 501
- Location
- San Jose, CA
- Participants
- 1,814
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,226,211
- Total liabilities (EOY)
- $13,852,733
- Net assets (EOY)
- $12,373,478
- Employer contributions
- $40,160,005
- Total income / additions
- $42,019,283
- Benefits paid
- $39,617,100
- Administrative expenses
- $1,204,072
- Total expenses
- $40,821,172
- Net increase / (decrease)
- $1,198,111
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| United Administrative Services | NONE | $508,719 | not reported in the loaded dataset |
| Anthem Blue Cross Life & Health Ins | NONE | $216,836 | not reported in the loaded dataset |
| Withum Smith & Brown | NONE | $115,872 | not reported in the loaded dataset |
| Rael & Letson | NONE | $86,265 | not reported in the loaded dataset |
| Ascendant Healthcare | NONE | $63,499 | not reported in the loaded dataset |
| Charles Scully Ii | NONE | $24,000 | not reported in the loaded dataset |
| Ineich & Company, Llp | NONE | $23,162 | not reported in the loaded dataset |
| Smart Source LLC | NONE | $22,886 | not reported in the loaded dataset |
| Us Bank, N.A. | NONE | $16,209 | $0 |
| Garcia Hamilton & Associates | NONE | $15,469 | not reported in the loaded dataset |
| Wealth Enhacement Group | NONE | $13,597 | not reported in the loaded dataset |
| Pension Evaluation, Inc. | NONE | $10,000 | not reported in the loaded dataset |