2023 Form 5500 filing — South Bay Hotel Employees Restaurant Employees Legal Trust 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 20241013054609NAL0043416240001) for South Bay Hotel Employees Restaurant Employees Legal Trust Fund, reported by Board Of Trustees, South Bay Hotel Ee Restaurant Ee Legal Trust Fund under EIN 94-6535777 and plan number 501. It reports 877 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 1 · 2023
Filing snapshot
Net assets (EOY)$1.3MReported net assets$1,266,058
Participants877
Provider compensation$26.1K2 Schedule C row(s)$26,059
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241013054609NAL0043416240001
- Plan sponsor
- Board Of Trustees, South Bay Hotel Ee Restaurant Ee Legal Trust Fund
- EIN
- 94-6535777
- Plan number
- 501
- Location
- Seattle, WA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$1.3M total assets
Net assets$1.3MLiabilities$11.7K
Full reported line items
- Total assets (EOY)
- $1,277,779
- Total liabilities (EOY)
- $11,721
- Net assets (EOY)
- $1,266,058
- Employer contributions
- $35,996
- Total income / additions
- $119,805
- Benefits paid
- $55,000
- Administrative expenses
- $40,001
- Total expenses
- $95,001
- Net increase / (decrease)
- $24,804
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Welfare & Pension Admin Service Inc | NONE | $20,444 | not reported in the loaded dataset |
| Quest Investment Management LLC | NONE | $5,615 | not reported in the loaded dataset |