2023 Form 5500 filing — The Legacy Plan Of The Unite Here Retirement 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 20241015075649NAL0015961075001) for The Legacy Plan Of The Unite Here Retirement Fund, reported by Board Of Trustees - Legacy Plan Of The Unite Here Retirement Fund under EIN 82-0994119 and plan number 001. It reports 90,970 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015075649NAL0015961075001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees - Legacy Plan Of The Unite Here Retirement Fund
- EIN
- 82-0994119
- Plan number
- 001
- Location
- White Plains, NY
- Participants
- 90,970
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $590,805,845
- Total liabilities (EOY)
- $5,669,156
- Net assets (EOY)
- $585,136,689
- Employer contributions
- $83,726,395
- Total income / additions
- $131,587,687
- Benefits paid
- $121,920,424
- Administrative expenses
- $14,217,878
- Total expenses
- $136,138,302
- Net increase / (decrease)
- -$4,550,615
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Amalgamated Employee Benefits Admin | NONE | $6,372,000 | not reported in the loaded dataset |
| Jp Morgan Investment Management Inc | PARTY-IN-INT | $2,521,229 | $0 |
| Cheiron, Inc | NONE | $728,867 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $289,182 | not reported in the loaded dataset |
| Cleary Josem & Trigiani Llp | NONE | $245,460 | not reported in the loaded dataset |
| Aligraphics, A Division Of Aeba | NONE | $180,912 | not reported in the loaded dataset |
| Amalgamated Life Insurance Company | NONE | $146,482 | not reported in the loaded dataset |
| Morgan, Lewis & Bockius, Llp | NONE | $137,268 | not reported in the loaded dataset |
| Macnell Accounting & Consulting Llp | NONE | $127,257 | not reported in the loaded dataset |
| Sovos Compliance LLC | NONE | $0 | $84,419 |
| Alliant Insurance Services, Inc. | NONE | $0 | $51,766 |
| Ss&C Technologies, Inc. | NONE | $0 | $51,515 |
| Unite Here Health | PARTY-IN-INTEREST | $45,361 | not reported in the loaded dataset |
| Amalgamated Bank | PARTY-IN-INT | $24,466 | $9,449 |
| Kdg Development Strategies, LLC | NONE | $33,640 | not reported in the loaded dataset |
| Zelis Payment Holdings, LLC | NONE | $0 | $31,451 |
| Amalgamated Bank Of Chicago | PARTY-IN-INT | $31,250 | $0 |
| Common Goods Technologies Consultin | NONE | $22,942 | not reported in the loaded dataset |
| Hirtle, Callaghan & Company | PARTY-IN-INT | $22,020 | not reported in the loaded dataset |
| Unite Here Local 54 | PARTY-IN-INT | $19,726 | not reported in the loaded dataset |