Unite Here Local 25 And Hotel Association Of Washington, Dc Pension Plan — Form 5500 plan (Board Of Trustees-Htl. & Rest. Emp. Lo.25&Htl Assn)
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 Local 25 And Hotel Association Of Washington, Dc Pension Plan is a benefit plan reported by Board Of Trustees-Htl. & Rest. Emp. Lo.25&Htl Assn under EIN 52-6051390 and plan number 001. The latest loaded filing year is 2023. The filing reports 10,930 participants and $322,799,392 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees-Htl. & Rest. Emp. Lo.25&Htl Assn
- EIN
- 52-6051390
- Plan number
- 001
- Plan type
- 1
- Location
- Sparks, MD
- Latest filing year
- 2023
- Participants
- 10,930
- End-of-year plan assets
- $322,799,392
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 10,930 | H, C | 20241015121230NAL0047813792002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $322,799,392
- Total liabilities (EOY)
- $51,208
- Net assets (EOY)
- $322,748,184
- Net assets (BOY)
- $285,137,442
Income & contributions
- Employer contributions
- $28,546,335
- Total contributions
- $29,026,153
- Total income / additions
- $61,570,344
Expenses & distributions
- Benefits paid
- $22,422,872
- Administrative expenses
- $1,536,730
- Total expenses
- $23,959,602
- Net increase / (decrease)
- $37,610,742
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Associated Administrators LLC | NONE | $375,564 | not reported in the loaded dataset | 2023 |
| Meketa Fiduciary Management, LLC | NONE | $160,000 | not reported in the loaded dataset | 2023 |
| Cheiron Inc | NONE | $92,458 | not reported in the loaded dataset | 2023 |
| Pnc Bank Na | NONE | $45,503 | not reported in the loaded dataset | 2023 |
| Novak Francella LLC | NONE | $41,273 | not reported in the loaded dataset | 2023 |
| Bredhoff & Kaiser Pllc | NONE | $33,280 | not reported in the loaded dataset | 2023 |
| Hedgeserve | NONE | $23,588 | not reported in the loaded dataset | 2023 |
| Svb Strategic Investors Viii, LLC | NONE | $17,215 | not reported in the loaded dataset | 2023 |
| Schmitz Press | NONE | $14,768 | not reported in the loaded dataset | 2023 |
| Seyfarth Shaw Llp | NONE | $12,428 | not reported in the loaded dataset | 2023 |
| Dra Advisors LLC | NONE | $10,116 | not reported in the loaded dataset | 2023 |
| Flagship Pioneering Inc. | NONE | $7,643 | not reported in the loaded dataset | 2023 |
| United Bank | NONE | $6,864 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees-Htl. & Rest. Emp. Lo.25&Htl Assn
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Sparks, MD
- Associated Administrators LLC — Schedule C compensation
- Meketa Fiduciary Management, LLC — Schedule C compensation
- Cheiron Inc — Schedule C compensation
- Pnc Bank Na — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- Bredhoff & Kaiser Pllc — Schedule C compensation
- Hedgeserve — Schedule C compensation
- Svb Strategic Investors Viii, LLC — Schedule C compensation
- Schmitz Press — Schedule C compensation
- Seyfarth Shaw Llp — Schedule C compensation
- Dra Advisors LLC — Schedule C compensation
- Flagship Pioneering Inc. — Schedule C compensation
- United Bank — Schedule C compensation