2023 Form 5500 filing — Unite Here! Local 54 Severance 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 20241015103008NAL0028066977003) for Unite Here! Local 54 Severance Fund, reported by Jt. Bd. Of Trustees Of The Unite Here! Local 54 under EIN 22-2431399 and plan number 001. It reports 9,282 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015103008NAL0028066977003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Jt. Bd. Of Trustees Of The Unite Here! Local 54
- EIN
- 22-2431399
- Plan number
- 001
- Location
- Mount Laurel, NJ
- Participants
- 9,282
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $41,166,489
- Total liabilities (EOY)
- $347,410
- Net assets (EOY)
- $40,819,079
- Employer contributions
- $878,623
- Total income / additions
- $3,367,770
- Benefits paid
- $2,441,393
- Administrative expenses
- $637,697
- Total expenses
- $3,079,090
- Net increase / (decrease)
- $288,680
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Frank M. Vaccaro & Associates | NONE | $263,616 | not reported in the loaded dataset |
| Investment Peformance Services | NONE | $60,000 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $50,221 | not reported in the loaded dataset |
| Chevy Chase Trust Company | NONE | $38,464 | not reported in the loaded dataset |
| Hardman Johnston Global Advisors | NONE | $36,264 | not reported in the loaded dataset |
| Cleary,Josem & Trigiani Llp | NONE | $32,301 | not reported in the loaded dataset |
| Law Offices Of Brian Sullivan | NONE | $30,000 | not reported in the loaded dataset |
| Washington Capital Management, Inc. | NONE | $22,989 | not reported in the loaded dataset |
| Sierra Investment Partners Inc | NONE | $22,314 | not reported in the loaded dataset |
| Segall Bryant & Hamill | NONE | $17,390 | not reported in the loaded dataset |
| Bank Of America, Na | NONE | $13,795 | not reported in the loaded dataset |