2023 Form 5500 filing — Unite Here Health Staff 401(K) 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 20241011130546NAL0012512691002) for Unite Here Health Staff 401(K) Plan, reported by Unite Here Health under EIN 23-7385560 and plan number 002. It reports 497 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011130546NAL0012512691002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Unite Here Health
- EIN
- 23-7385560
- Plan number
- 002
- Location
- Aurora, IL
- Participants
- 497
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,358,515
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,358,515
- Employer contributions
- $162,812
- Participant contributions
- $2,655,469
- Total income / additions
- $8,386,529
- Benefits paid
- $1,426,357
- Administrative expenses
- $54,892
- Total expenses
- $1,481,249
- Net increase / (decrease)
- $6,905,280
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $47,136 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $7,756 | not reported in the loaded dataset |