2023 Form 5500 filing — Retirement Plan Of The Unite Here International
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 20241015072929NAL0048388128001) for Retirement Plan Of The Unite Here International, reported by Bd Of Trustees-Retirement Plan Of The Unite Here Int'L And Locals under EIN 86-3429387 and plan number 001. It reports 1,674 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015072929NAL0048388128001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bd Of Trustees-Retirement Plan Of The Unite Here Int'L And Locals
- EIN
- 86-3429387
- Plan number
- 001
- Location
- White Plains, NY
- Participants
- 1,674
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $151,084,152
- Total liabilities (EOY)
- $241,000
- Net assets (EOY)
- $150,843,152
- Employer contributions
- $7,014,656
- Total income / additions
- $23,515,510
- Benefits paid
- $9,392,429
- Administrative expenses
- $941,776
- Total expenses
- $10,334,205
- Net increase / (decrease)
- $13,181,305
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cheiron Inc | NONE | $153,743 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney LLC | NONE | $125,000 | not reported in the loaded dataset |
| Mccraken, Stemerman & Holsberry | NONE | $110,227 | not reported in the loaded dataset |
| Amalgamated Employee Benefit Admin | NONE | $102,713 | not reported in the loaded dataset |
| Segal | NONE | $46,193 | not reported in the loaded dataset |
| Ss & C Technologies | NONE | $0 | $34,344 |
| Macnell Accounting | NONE | $32,276 | not reported in the loaded dataset |
| Galinsky Pension & Benefit | NONE | $27,118 | not reported in the loaded dataset |