Hotel & Restaurant Industry Restated Pension Plan — Form 5500 plan (Board Of Trustees Hotel & Restaurant Industry Pension Trust)
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, Hotel & Restaurant Industry Restated Pension Plan is a benefit plan reported by Board Of Trustees Hotel & Restaurant Industry Pension Trust under EIN 39-1392726 and plan number 001. The latest loaded filing year is 2023. The filing reports 658 participants and $1,543,581 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Hotel & Restaurant Industry Pension Trust
- EIN
- 39-1392726
- Plan number
- 001
- Plan type
- 1
- Location
- Brookfield, WI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 658 | H, C | 20241015200620NAL0051185264001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $1,543,581
- Total liabilities (EOY)
- $9,434
- Net assets (EOY)
- $1,534,147
- Net assets (BOY)
- $1,614,303
Income & contributions
- Employer contributions
- $220,331
- Total contributions
- $220,331
- Total income / additions
- $257,962
Expenses & distributions
- Benefits paid
- $257,929
- Administrative expenses
- $80,189
- Total expenses
- $338,118
- Net increase / (decrease)
- -$80,156
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Benefit Services Group | NONE | $36,424 | not reported in the loaded dataset | 2023 |
| Sikich Llp | NONE | $19,290 | not reported in the loaded dataset | 2023 |
| The Previant Law Firm, S.C. | NONE | $7,560 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Hotel & Restaurant Industry Pension Trust
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Brookfield, WI
- The Benefit Services Group — Schedule C compensation
- Sikich Llp — Schedule C compensation
- The Previant Law Firm, S.C. — Schedule C compensation