Santa Monica Unite Here Health Benefit Plan — Form 5500 plan (Board Of Trustees, Santa Monica 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, Santa Monica Unite Here Health Benefit Plan is a benefit plan reported by Board Of Trustees, Santa Monica Unite Here Health under EIN 95-6035138 and plan number 501. The latest loaded filing year is 2023. The filing reports 14,475 participants and $176,082,213 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Santa Monica Unite Here Health
- EIN
- 95-6035138
- Plan number
- 501
- Plan type
- 1
- Location
- Los Angeles, CA
- Latest filing year
- 2023
- Participants
- 14,475
- End-of-year plan assets
- $176,082,213
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 14,475 | H, C | 20241009165511NAL0037750706001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $176,082,213
- Total liabilities (EOY)
- $32,877,422
- Net assets (EOY)
- $143,204,791
- Net assets (BOY)
- $89,040,417
Income & contributions
- Employer contributions
- $163,388,654
- Participant contributions
- $991,981
- Total contributions
- $164,380,635
- Total income / additions
- $177,092,699
Expenses & distributions
- Benefits paid
- $119,598,545
- Administrative expenses
- $3,329,780
- Total expenses
- $122,928,325
- Net increase / (decrease)
- $54,164,374
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benefit Programs Administration | NONE | $1,856,004 | not reported in the loaded dataset | 2023 |
| Design Benefits | NONE | $1,764,910 | not reported in the loaded dataset | 2023 |
| Unite Here Local 11 Benefits Admin | RELATED ORG | $540,000 | not reported in the loaded dataset | 2023 |
| Rael & Letson | NONE | $119,167 | not reported in the loaded dataset | 2023 |
| Common Good Technologies Consulting | NONE | $91,535 | not reported in the loaded dataset | 2023 |
| Us Bank National Association | NONE | $83,994 | not reported in the loaded dataset | 2023 |
| Weinberg, Roger & Rosenfeld | NONE | $64,486 | not reported in the loaded dataset | 2023 |
| Henningfield & Associates, Inc. | NONE | $35,562 | not reported in the loaded dataset | 2023 |
| Intercontinental Real Estate Corp. | NONE | $33,130 | not reported in the loaded dataset | 2023 |
| Pension Fund Evaluations, Inc. | NONE | $18,000 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $16,400 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Santa Monica Unite Here Health
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Los Angeles, CA
- Benefit Programs Administration — Schedule C compensation
- Design Benefits — Schedule C compensation
- Unite Here Local 11 Benefits Admin — Schedule C compensation
- Rael & Letson — Schedule C compensation
- Common Good Technologies Consulting — Schedule C compensation
- Us Bank National Association — Schedule C compensation
- Weinberg, Roger & Rosenfeld — Schedule C compensation
- Henningfield & Associates, Inc. — Schedule C compensation
- Intercontinental Real Estate Corp. — Schedule C compensation
- Pension Fund Evaluations, Inc. — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation