2023 Form 5500 filing — Santa Monica Unite Here Health Benefit Plan
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 20241009165511NAL0037750706001) for Santa Monica Unite Here Health Benefit Plan, reported by Board Of Trustees, Santa Monica Unite Here Health under EIN 95-6035138 and plan number 501. It reports 14,475 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009165511NAL0037750706001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Santa Monica Unite Here Health
- EIN
- 95-6035138
- Plan number
- 501
- Location
- Los Angeles, CA
- Participants
- 14,475
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $176,082,213
- Total liabilities (EOY)
- $32,877,422
- Net assets (EOY)
- $143,204,791
- Employer contributions
- $163,388,654
- Participant contributions
- $991,981
- Total income / additions
- $177,092,699
- Benefits paid
- $119,598,545
- Administrative expenses
- $3,329,780
- Total expenses
- $122,928,325
- Net increase / (decrease)
- $54,164,374
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefit Programs Administration | NONE | $1,856,004 | not reported in the loaded dataset |
| Design Benefits | NONE | $1,764,910 | not reported in the loaded dataset |
| Unite Here Local 11 Benefits Admin | RELATED ORG | $540,000 | not reported in the loaded dataset |
| Rael & Letson | NONE | $119,167 | not reported in the loaded dataset |
| Common Good Technologies Consulting | NONE | $91,535 | not reported in the loaded dataset |
| Us Bank National Association | NONE | $83,994 | not reported in the loaded dataset |
| Weinberg, Roger & Rosenfeld | NONE | $64,486 | not reported in the loaded dataset |
| Henningfield & Associates, Inc. | NONE | $35,562 | not reported in the loaded dataset |
| Intercontinental Real Estate Corp. | NONE | $33,130 | not reported in the loaded dataset |
| Pension Fund Evaluations, Inc. | NONE | $18,000 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $16,400 | not reported in the loaded dataset |