Greater Boston Hotel Employees Local 26 Benefit Fund — Form 5500 plan (Greater Boston Hotel Employees Local 26 Health And Welfare Fund)
Plain-English plan 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, Greater Boston Hotel Employees Local 26 Benefit Fund is a benefit plan reported by Greater Boston Hotel Employees Local 26 Health And Welfare Fund under EIN 04-6048964 and plan number 501. The latest loaded filing year is 2023. The filing reports 4,620 participants and $5,155,070 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Greater Boston Hotel Employees Local 26 Health And Welfare Fund
- EIN
- 04-6048964
- Plan number
- 501
- Plan type
- 1
- Location
- Boston, MA
- Latest filing year
- 2023
- Participants
- 4,620
- End-of-year plan assets
- $5,155,070
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,620 | H, C | 20250411154423NAL0023452881003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,155,070
- Total liabilities (EOY)
- $353,394
- Net assets (EOY)
- $4,801,676
- Net assets (BOY)
- $4,209,695
Income & contributions
- Employer contributions
- $4,445,927
- Total contributions
- $4,445,927
- Total income / additions
- $4,690,801
Expenses & distributions
- Benefits paid
- $3,774,169
- Administrative expenses
- $324,651
- Total expenses
- $4,098,820
- Net increase / (decrease)
- $591,981
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Regan Associates, Chartered | NONE | $2,216,280 | not reported in the loaded dataset | 2023 |
| Boston Education, Skills, & Trainin | NONE | $1,557,889 | not reported in the loaded dataset | 2023 |
| Greater Boston Hospitality Employer | ADMINISTRATIVE ENTITY | $284,700 | not reported in the loaded dataset | 2023 |
| Manzi & Associates LLC | NONE | $19,610 | not reported in the loaded dataset | 2023 |
| Unite Here Health | NONE | $14,298 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Greater Boston Hotel Employees Local 26 Health And Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Boston, MA
- Regan Associates, Chartered — Schedule C compensation
- Boston Education, Skills, & Trainin — Schedule C compensation
- Greater Boston Hospitality Employer — Schedule C compensation
- Manzi & Associates LLC — Schedule C compensation
- Unite Here Health — Schedule C compensation