2023 Form 5500 filing — South Bay Hotel Employees Restaurant Employees Welfare 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 20241014214243NAL0028334769001) for South Bay Hotel Employees Restaurant Employees Welfare Fund, reported by Board Of Trustees, South Bay Hotel Employees Restaurant Ee Welfare Fun under EIN 94-6080365 and plan number 501. It reports 1,926 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014214243NAL0028334769001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, South Bay Hotel Employees Restaurant Ee Welfare Fun
- EIN
- 94-6080365
- Plan number
- 501
- Location
- Seattle, WA
- Participants
- 1,926
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $50,164,513
- Total liabilities (EOY)
- $2,013,752
- Net assets (EOY)
- $48,150,761
- Employer contributions
- $29,404,747
- Participant contributions
- $432,972
- Total income / additions
- $34,006,863
- Benefits paid
- $29,253,202
- Administrative expenses
- $1,046,041
- Total expenses
- $30,299,243
- Net increase / (decrease)
- $3,707,620
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Welfare And Pension Admin Service | NONE | $512,103 | $66,115 |
| Aetna | NONE | $154,800 | not reported in the loaded dataset |
| Withumsmith+Brown, Pc | NONE | $88,168 | not reported in the loaded dataset |
| Patriot Growth Insurance Services | NONE | $71,500 | not reported in the loaded dataset |
| Quest Investment Management | NONE | $62,027 | not reported in the loaded dataset |
| Healthlinx LLC | NONE | $45,000 | not reported in the loaded dataset |
| Weinberg, Roger & Rosenfeld | NONE | $16,208 | not reported in the loaded dataset |
| Nepc LLC | NONE | $15,000 | not reported in the loaded dataset |
| Change Healthcare Solutions, LLC | NONE | $7,741 | not reported in the loaded dataset |