2023 Form 5500 filing — South Bay Hotel Employees Restaurant Employees Legal 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 20241013054609NAL0043416240001) for South Bay Hotel Employees Restaurant Employees Legal Trust Fund, reported by Board Of Trustees, South Bay Hotel Ee Restaurant Ee Legal Trust Fund under EIN 94-6535777 and plan number 501. It reports 877 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013054609NAL0043416240001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, South Bay Hotel Ee Restaurant Ee Legal Trust Fund
- EIN
- 94-6535777
- Plan number
- 501
- Location
- Seattle, WA
- Participants
- 877
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,277,779
- Total liabilities (EOY)
- $11,721
- Net assets (EOY)
- $1,266,058
- Employer contributions
- $35,996
- Total income / additions
- $119,805
- Benefits paid
- $55,000
- Administrative expenses
- $40,001
- Total expenses
- $95,001
- Net increase / (decrease)
- $24,804
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Welfare & Pension Admin Service Inc | NONE | $20,444 | not reported in the loaded dataset |
| Quest Investment Management LLC | NONE | $5,615 | not reported in the loaded dataset |