2023 Form 5500 filing — Unite Here! Workers And Hospitality Employers Vdb Pension Trust
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 20241014131112NAL0046072272004) for Unite Here! Workers And Hospitality Employers Vdb Pension Trust, reported by Board Of Trustee Unite Here! Workers under EIN 45-4227067 and plan number 026. It reports 5,313 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014131112NAL0046072272004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustee Unite Here! Workers
- EIN
- 45-4227067
- Plan number
- 026
- Location
- Boston, MA
- Participants
- 5,313
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $136,548,872
- Total liabilities (EOY)
- $473,577
- Net assets (EOY)
- $136,075,295
- Employer contributions
- $17,178,189
- Total income / additions
- $30,881,787
- Benefits paid
- $2,455,011
- Administrative expenses
- $1,405,853
- Total expenses
- $3,860,864
- Net increase / (decrease)
- $27,020,923
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wilmington Trust | NONE | $330,514 | $0 |
| Cheiron | NONE | $137,113 | not reported in the loaded dataset |
| Employee A | EMPLOYEE | $133,164 | not reported in the loaded dataset |
| Jeffrey H. Lerer Esq | NONE | $74,430 | not reported in the loaded dataset |
| Mccracken, Stemerman & Holsberry,Ll | NONE | $74,095 | not reported in the loaded dataset |
| Employee B | EMPLOYEE | $56,265 | not reported in the loaded dataset |
| Manzi & Associates LLC | NONE | $40,380 | not reported in the loaded dataset |
| Employee C | EMPLOYEE | $36,824 | not reported in the loaded dataset |
| Employee D | EMPLOYEE | $23,688 | not reported in the loaded dataset |
| Taylor Enterprises | NONE | $15,741 | not reported in the loaded dataset |
| Accountemps/Robert Half | NONE | $12,317 | not reported in the loaded dataset |
| Iron Mountain | NONE | $6,876 | not reported in the loaded dataset |
| Paychex | NONE | $6,439 | not reported in the loaded dataset |
| Peoples United Bank | NONE | $0 | $0 |