2023 Form 5500 filing — Unite Here Legal 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 20250115082235NAL0012566547003) for Unite Here Legal Plan, reported by Trustees Of The Unite Here Legal Plan under EIN 36-3344005 and plan number 501. It reports 5,894 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250115082235NAL0012566547003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of The Unite Here Legal Plan
- EIN
- 36-3344005
- Plan number
- 501
- Location
- Oak Brook, IL
- Participants
- 5,894
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,578,468
- Total liabilities (EOY)
- $221,192
- Net assets (EOY)
- $5,357,276
- Employer contributions
- $3,234,761
- Total income / additions
- $3,469,746
- Benefits paid
- $1,917,582
- Administrative expenses
- $258,549
- Total expenses
- $2,176,131
- Net increase / (decrease)
- $1,293,615
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Georges & Synowiecki , Ltd. | NONE | $1,727,353 | not reported in the loaded dataset |
| Zenith American Solutions | NONE | $88,888 | not reported in the loaded dataset |
| Macnell Accounting & Consulting,Llp | NONE | $74,275 | not reported in the loaded dataset |
| Mesirow Financial | NONE | $42,657 | $0 |
| Locke Lord Llp | NONE | $25,000 | not reported in the loaded dataset |
| Karr & Associates, Inc. | NONE | $13,500 | not reported in the loaded dataset |
| Amalgamated Bank Of Chicago | NONE | $6,823 | $0 |