Unite Here Health Staff Pension Plan — Form 5500 plan (Unite Here Health)
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, Unite Here Health Staff Pension Plan is a benefit plan reported by Unite Here Health under EIN 23-7385560 and plan number 001. The latest loaded filing year is 2023. The filing reports 772 participants and $186,954,987 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Unite Here Health
- EIN
- 23-7385560
- Plan number
- 001
- Plan type
- 2
- Location
- Aurora, IL
- Latest filing year
- 2023
- Participants
- 772
- End-of-year plan assets
- $186,954,987
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 772 | H, C | 20241031143939NAL0001284243001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $186,954,987
- Total liabilities (EOY)
- $54,426
- Net assets (EOY)
- $186,900,561
- Net assets (BOY)
- $161,434,263
Income & contributions
- Employer contributions
- $9,498,638
- Participant contributions
- $0
- Total contributions
- $9,498,638
- Total income / additions
- $30,999,244
Expenses & distributions
- Benefits paid
- $5,093,140
- Administrative expenses
- $439,806
- Total expenses
- $5,532,946
- Net increase / (decrease)
- $25,466,298
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wellington Trust Company, N.A. | NONE | $129,530 | $0 | 2023 |
| New Tower Trust Company | NONE | $99,251 | $0 | 2023 |
| Voya Investment Trust Company | NONE | $81,570 | $0 | 2023 |
| Invesco Trust Company | NONE | $54,864 | $0 | 2023 |
| Comerica | NONE | $45,279 | $1,566 | 2023 |
| Ubs Realty Investors, LLC | NONE | $26,601 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Unite Here Health
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Aurora, IL
- Wellington Trust Company, N.A. — Schedule C compensation
- New Tower Trust Company — Schedule C compensation
- Voya Investment Trust Company — Schedule C compensation
- Invesco Trust Company — Schedule C compensation
- Comerica — Schedule C compensation
- Ubs Realty Investors, LLC — Schedule C compensation