2023 Form 5500 filing — Unite Here Local 25 And Hotel Association Of Washington, Dc Pension Plan
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 20241015121230NAL0047813792002) for Unite Here Local 25 And Hotel Association Of Washington, Dc Pension Plan, reported by Board Of Trustees-Htl. & Rest. Emp. Lo.25&Htl Assn under EIN 52-6051390 and plan number 001. It reports 10,930 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015121230NAL0047813792002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees-Htl. & Rest. Emp. Lo.25&Htl Assn
- EIN
- 52-6051390
- Plan number
- 001
- Location
- Sparks, MD
- Participants
- 10,930
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $322,799,392
- Total liabilities (EOY)
- $51,208
- Net assets (EOY)
- $322,748,184
- Employer contributions
- $28,546,335
- Total income / additions
- $61,570,344
- Benefits paid
- $22,422,872
- Administrative expenses
- $1,536,730
- Total expenses
- $23,959,602
- Net increase / (decrease)
- $37,610,742
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Associated Administrators LLC | NONE | $375,564 | not reported in the loaded dataset |
| Meketa Fiduciary Management, LLC | NONE | $160,000 | not reported in the loaded dataset |
| Cheiron Inc | NONE | $92,458 | not reported in the loaded dataset |
| Pnc Bank Na | NONE | $45,503 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $41,273 | not reported in the loaded dataset |
| Bredhoff & Kaiser Pllc | NONE | $33,280 | not reported in the loaded dataset |
| Hedgeserve | NONE | $23,588 | not reported in the loaded dataset |
| Svb Strategic Investors Viii, LLC | NONE | $17,215 | not reported in the loaded dataset |
| Schmitz Press | NONE | $14,768 | not reported in the loaded dataset |
| Seyfarth Shaw Llp | NONE | $12,428 | not reported in the loaded dataset |
| Dra Advisors LLC | NONE | $10,116 | not reported in the loaded dataset |
| Flagship Pioneering Inc. | NONE | $7,643 | not reported in the loaded dataset |
| United Bank | NONE | $6,864 | not reported in the loaded dataset |