2023 Form 5500 filing — Los Angeles Hotel-Restaurant Employer-Union Retirement 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 20241015145504NAL0028836609001) for Los Angeles Hotel-Restaurant Employer-Union Retirement Fund, reported by Board Of Trustees, Los Angeles Hotel-Restaurant under EIN 95-6098404 and plan number 001. It reports 22,575 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015145504NAL0028836609001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Los Angeles Hotel-Restaurant
- EIN
- 95-6098404
- Plan number
- 001
- Location
- Los Angeles, CA
- Participants
- 22,575
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $358,936,122
- Total liabilities (EOY)
- $420,902
- Net assets (EOY)
- $358,515,220
- Employer contributions
- $36,031,989
- Total income / additions
- $76,246,286
- Benefits paid
- $14,531,294
- Administrative expenses
- $2,818,544
- Total expenses
- $17,349,838
- Net increase / (decrease)
- $58,896,448
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefit Programs Administration | NONE | $907,706 | not reported in the loaded dataset |
| Morgan Stanley Investment Mgmt | NONE | $204,160 | not reported in the loaded dataset |
| Wellington Management Co. | NONE | $155,788 | not reported in the loaded dataset |
| Bush Gottlieb | NONE | $153,599 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $136,913 | not reported in the loaded dataset |
| Milliman U.S.A. | NONE | $103,923 | not reported in the loaded dataset |
| Us Bank National Association | NONE | $80,313 | not reported in the loaded dataset |
| Enhanced Investment Technology | NONE | $78,497 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $51,000 | not reported in the loaded dataset |
| Henningfield & Associates, Inc. | NONE | $12,961 | not reported in the loaded dataset |