South Bay Hotel Employees Restaurant Employees Welfare Fund — Form 5500 plan (Board Of Trustees, South Bay Hotel Employees Restaurant Ee Welfare Fun)
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, South Bay Hotel Employees Restaurant Employees Welfare Fund is a benefit plan reported by Board Of Trustees, South Bay Hotel Employees Restaurant Ee Welfare Fun under EIN 94-6080365 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,926 participants and $50,164,513 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, South Bay Hotel Employees Restaurant Ee Welfare Fun
- EIN
- 94-6080365
- Plan number
- 501
- Plan type
- 1
- Location
- Seattle, WA
- Latest filing year
- 2023
- Participants
- 1,926
- End-of-year plan assets
- $50,164,513
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,926 | H, C | 20241014214243NAL0028334769001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $50,164,513
- Total liabilities (EOY)
- $2,013,752
- Net assets (EOY)
- $48,150,761
- Net assets (BOY)
- $44,443,141
Income & contributions
- Employer contributions
- $29,404,747
- Participant contributions
- $432,972
- Total contributions
- $29,837,719
- Total income / additions
- $34,006,863
Expenses & distributions
- Benefits paid
- $29,253,202
- Administrative expenses
- $1,046,041
- Total expenses
- $30,299,243
- Net increase / (decrease)
- $3,707,620
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Welfare And Pension Admin Service | NONE | $512,103 | $66,115 | 2023 |
| Aetna | NONE | $154,800 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown, Pc | NONE | $88,168 | not reported in the loaded dataset | 2023 |
| Patriot Growth Insurance Services | NONE | $71,500 | not reported in the loaded dataset | 2023 |
| Quest Investment Management | NONE | $62,027 | not reported in the loaded dataset | 2023 |
| Healthlinx LLC | NONE | $45,000 | not reported in the loaded dataset | 2023 |
| Weinberg, Roger & Rosenfeld | NONE | $16,208 | not reported in the loaded dataset | 2023 |
| Nepc LLC | NONE | $15,000 | not reported in the loaded dataset | 2023 |
| Change Healthcare Solutions, LLC | NONE | $7,741 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, South Bay Hotel Employees Restaurant Ee Welfare Fun
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Seattle, WA
- Welfare And Pension Admin Service — Schedule C compensation
- Aetna — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation
- Patriot Growth Insurance Services — Schedule C compensation
- Quest Investment Management — Schedule C compensation
- Healthlinx LLC — Schedule C compensation
- Weinberg, Roger & Rosenfeld — Schedule C compensation
- Nepc LLC — Schedule C compensation
- Change Healthcare Solutions, LLC — Schedule C compensation