2023 Form 5500 filing — San Diego Unite - Here Pension 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 20241014192504NAL0013780067001) for San Diego Unite - Here Pension Fund, reported by Board Of Trustees, San Diego Unite - Here Pension Fund under EIN 95-6254718 and plan number 001. It reports 4,530 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014192504NAL0013780067001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, San Diego Unite - Here Pension Fund
- EIN
- 95-6254718
- Plan number
- 001
- Location
- San Diego, CA
- Participants
- 4,530
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $2,895,985
- Total income / additions
- $6,317,786
- Benefits paid
- $2,846,424
- Administrative expenses
- $672,419
- Total expenses
- $3,518,843
- Net increase / (decrease)
- $2,798,943
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benesys Administrators | NONE | $208,905 | not reported in the loaded dataset |
| Rael & Letson | NONE | $110,879 | not reported in the loaded dataset |
| Mccraken, Stemerman & Holsberry Llp | NONE | $75,478 | not reported in the loaded dataset |
| Segal Advisors, Inc Dba Segal Marco | NONE | $45,833 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $18,475 | not reported in the loaded dataset |
| U.S. Bank | NONE | $13,822 | not reported in the loaded dataset |