2023 Form 5500 filing — Unite Here Mid Atlantic Training And Scholarship 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 20241015125318NAL0028485233003) for Unite Here Mid Atlantic Training And Scholarship Fund, reported by Unite Here Mid Atlantic Training And Scholarship Fund under EIN 45-4351353 and plan number 501. It reports 2,873 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015125318NAL0028485233003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Unite Here Mid Atlantic Training And Scholarship Fund
- EIN
- 45-4351353
- Plan number
- 501
- Location
- Philadelphia, PA
- Participants
- 2,873
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $648,671
- Net assets (EOY)
- $648,671
- Employer contributions
- $200,066
- Total income / additions
- $585,037
- Benefits paid
- $450,562
- Administrative expenses
- $51,134
- Total expenses
- $501,696
- Net increase / (decrease)
- $83,341
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willig Williams And Davidson | NONE | $19,467 | not reported in the loaded dataset |
| Rae Group LLC | NONE | $11,841 | not reported in the loaded dataset |
| Innovative Consulting And Solutions | NONE | $11,040 | not reported in the loaded dataset |