2023 Form 5500 filing — The Adjustable Plan Of The Unite Here Retirement
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 20241014134332NAL0044715024001) for The Adjustable Plan Of The Unite Here Retirement, reported by Board Of Trustees - Adjustable Plan Of The Unite Here Retirement Fund under EIN 82-0994119 and plan number 002. It reports 59,588 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014134332NAL0044715024001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees - Adjustable Plan Of The Unite Here Retirement Fund
- EIN
- 82-0994119
- Plan number
- 002
- Location
- White Plains, NY
- Participants
- 59,588
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $349,156,866
- Total liabilities (EOY)
- $370,659
- Net assets (EOY)
- $348,786,207
- Employer contributions
- $65,935,671
- Total income / additions
- $98,747,198
- Benefits paid
- $5,319,375
- Administrative expenses
- $6,137,067
- Total expenses
- $11,456,442
- Net increase / (decrease)
- $87,290,756
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Amalgamated Employee Benefits Admin | NONE | $2,599,000 | not reported in the loaded dataset |
| Legacy Plan Of The Unite Here Retir | PARTY-IN-INTEREST | $146,197 | not reported in the loaded dataset |
| Cleary, Josem & Trigiani Llp | NONE | $129,048 | not reported in the loaded dataset |
| Eaton Vance Trust Company | NONE | $127,740 | $0 |
| International Real Estate Corporati | NONE | $117,232 | not reported in the loaded dataset |
| Cheiron, Inc. | NONE | $97,051 | not reported in the loaded dataset |
| Loomis Sayles Trust Company | NONE | $90,402 | not reported in the loaded dataset |
| Prudential Trust Company | NONE | $72,647 | not reported in the loaded dataset |
| Aligraphics, A Division Of Aeba | NONE | $62,384 | not reported in the loaded dataset |
| Segal Advisors, Inc | NONE | $57,549 | not reported in the loaded dataset |
| Unite Here Health | PARTY-IN-INTEREST | $45,361 | not reported in the loaded dataset |
| Macnell Accounting & Consulting Llp | NONE | $43,257 | not reported in the loaded dataset |
| Morgan, Lewis & Bockius, Llp | NONE | $40,578 | not reported in the loaded dataset |
| Common Goods Technologies Consultin | NONE | $22,942 | not reported in the loaded dataset |
| Unite Here Local 54 | PARTY-IN-INTEREST | $19,726 | not reported in the loaded dataset |
| Amalgamated Life Insurance Company | OWNED BY PARTY-IN-INT | $18,564 | not reported in the loaded dataset |
| Kdg Development Strategies, LLC | NONE | $18,407 | not reported in the loaded dataset |
| Ss&C Technologies | NONE | $0 | $17,172 |
| Sovos Compliance, LLC | NONE | $0 | $12,026 |