2023 Form 5500 filing — Unite/Here 74 Pension Trust 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 20241015161845NAL0058677378004) for Unite/Here 74 Pension Trust Fund, reported by Board Of Trustees Unite/Here Local 74 Pension Trust Fund under EIN 43-6101313 and plan number 001. It reports 2,139 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015161845NAL0058677378004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Unite/Here Local 74 Pension Trust Fund
- EIN
- 43-6101313
- Plan number
- 001
- Location
- St. Louis, MO
- Participants
- 2,139
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $41,033,221
- Total liabilities (EOY)
- $3,608
- Net assets (EOY)
- $41,029,613
- Employer contributions
- $1,518,033
- Total income / additions
- $7,962,506
- Benefits paid
- $3,468,617
- Administrative expenses
- $495,180
- Total expenses
- $3,963,797
- Net increase / (decrease)
- $3,998,709
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Commerce Trust Company | NONE | $122,365 | not reported in the loaded dataset |
| Mary Davidson | EMPLOYEE | $61,686 | not reported in the loaded dataset |
| Milliman Usa, Inc. | NONE | $36,245 | not reported in the loaded dataset |
| Leshell Fair | EMPLOYEE | $33,441 | not reported in the loaded dataset |
| Anders Cpas + Advisors | AUDITOR | $31,227 | $0 |
| Segal Select Insurance Services | NONE | $27,461 | not reported in the loaded dataset |
| Da-Com Corporation | NONE | $10,685 | not reported in the loaded dataset |
| Maddock Henson Pc | NONE | $10,435 | not reported in the loaded dataset |
| Amalgamated Life | NONE | $10,192 | not reported in the loaded dataset |
| Pbi Research Services | NONE | $6,506 | $0 |