Unite Here Health Staff 401(K) 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 401(K) Plan is a benefit plan reported by Unite Here Health under EIN 23-7385560 and plan number 002. The latest loaded filing year is 2023. The filing reports 497 participants and $35,358,515 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
- 002
- Plan type
- 2
- Location
- Aurora, IL
- Latest filing year
- 2023
- Participants
- 497
- End-of-year plan assets
- $35,358,515
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 497 | H, C | 20241011130546NAL0012512691002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,358,515
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,358,515
- Net assets (BOY)
- $28,453,235
Income & contributions
- Employer contributions
- $162,812
- Participant contributions
- $2,655,469
- Total contributions
- $3,028,969
- Total income / additions
- $8,386,529
Expenses & distributions
- Benefits paid
- $1,426,357
- Administrative expenses
- $54,892
- Total expenses
- $1,481,249
- Net increase / (decrease)
- $6,905,280
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $47,136 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $7,756 | not reported in the loaded dataset | 2023 |