Los Angeles Hotel-Restaurant Employer-Union Retirement Fund — Form 5500 plan (Board Of Trustees, Los Angeles Hotel-Restaurant)
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, Los Angeles Hotel-Restaurant Employer-Union Retirement Fund is a benefit plan reported by Board Of Trustees, Los Angeles Hotel-Restaurant under EIN 95-6098404 and plan number 001. The latest loaded filing year is 2023. The filing reports 22,575 participants and $358,936,122 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Los Angeles Hotel-Restaurant
- EIN
- 95-6098404
- Plan number
- 001
- Plan type
- 1
- Location
- Los Angeles, CA
- Latest filing year
- 2023
- Participants
- 22,575
- End-of-year plan assets
- $358,936,122
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 22,575 | H, C | 20241015145504NAL0028836609001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $358,936,122
- Total liabilities (EOY)
- $420,902
- Net assets (EOY)
- $358,515,220
- Net assets (BOY)
- $299,618,772
Income & contributions
- Employer contributions
- $36,031,989
- Total contributions
- $36,031,989
- Total income / additions
- $76,246,286
Expenses & distributions
- Benefits paid
- $14,531,294
- Administrative expenses
- $2,818,544
- Total expenses
- $17,349,838
- Net increase / (decrease)
- $58,896,448
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benefit Programs Administration | NONE | $907,706 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Investment Mgmt | NONE | $204,160 | not reported in the loaded dataset | 2023 |
| Wellington Management Co. | NONE | $155,788 | not reported in the loaded dataset | 2023 |
| Bush Gottlieb | NONE | $153,599 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $136,913 | not reported in the loaded dataset | 2023 |
| Milliman U.S.A. | NONE | $103,923 | not reported in the loaded dataset | 2023 |
| Us Bank National Association | NONE | $80,313 | not reported in the loaded dataset | 2023 |
| Enhanced Investment Technology | NONE | $78,497 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $51,000 | not reported in the loaded dataset | 2023 |
| Henningfield & Associates, Inc. | NONE | $12,961 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Los Angeles Hotel-Restaurant
- 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
- Morgan Stanley Investment Mgmt — Schedule C compensation
- Wellington Management Co. — Schedule C compensation
- Bush Gottlieb — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Milliman U.S.A. — Schedule C compensation
- Us Bank National Association — Schedule C compensation
- Enhanced Investment Technology — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Henningfield & Associates, Inc. — Schedule C compensation