2023 Form 5500 filing — Hotel And Restaurant Employees Health And Welfare Trust Fund
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240930142508NAL0009575712001) for Hotel And Restaurant Employees Health And Welfare Trust Fund, reported by Board Of Trustees, Hotel And Restaurant Employees under EIN 94-1229312 and plan number 501. It reports 1,046 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930142508NAL0009575712001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Hotel And Restaurant Employees
- EIN
- 94-1229312
- Plan number
- 501
- Location
- Pleasanton, CA
- Participants
- 1,046
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,507,448
- Total liabilities (EOY)
- $3,261,181
- Net assets (EOY)
- $16,246,267
- Employer contributions
- $21,839,247
- Participant contributions
- $7,549
- Total income / additions
- $22,872,331
- Benefits paid
- $18,174,020
- Administrative expenses
- $492,080
- Total expenses
- $18,666,100
- Net increase / (decrease)
- $4,206,231
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benesys | NONE | $142,575 | not reported in the loaded dataset |
| Rael & Letson | NONE | $80,300 | not reported in the loaded dataset |
| Northwest Administrators, Inc | NONE | $74,575 | not reported in the loaded dataset |
| Leonard Carder | NONE | $43,817 | not reported in the loaded dataset |
| National Compliance Services | NONE | $36,213 | not reported in the loaded dataset |
| National Investment Services, Inc. | NONE | $27,440 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $18,345 | not reported in the loaded dataset |
| Nepc, LLC | NONE | $13,635 | not reported in the loaded dataset |
| Smart Source LLC | NONE | $13,622 | not reported in the loaded dataset |
| Iron Mountain | NONE | $7,361 | not reported in the loaded dataset |
| Palmer Square Capital Management | NONE | $7,302 | not reported in the loaded dataset |
| Comerica | NONE | $6,760 | not reported in the loaded dataset |
| Aabco Printing | NONE | $5,463 | not reported in the loaded dataset |