2023 Form 5500 filing — Hotel & Restaurant Industry Restated Pension Plan
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 20241015200620NAL0051185264001) for Hotel & Restaurant Industry Restated Pension Plan, reported by Board Of Trustees Hotel & Restaurant Industry Pension Trust under EIN 39-1392726 and plan number 001. It reports 658 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 1 · 2023
Filing snapshot
Net assets (EOY)$1.5MReported net assets$1,534,147
Participants658
Provider compensation$63.3K3 Schedule C row(s)$63,274
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015200620NAL0051185264001
- Plan sponsor
- Board Of Trustees Hotel & Restaurant Industry Pension Trust
- EIN
- 39-1392726
- Plan number
- 001
- Location
- Brookfield, WI
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$1.5M total assets
Net assets$1.5MLiabilities$9.4K
Full reported line items
- Total assets (EOY)
- $1,543,581
- Total liabilities (EOY)
- $9,434
- Net assets (EOY)
- $1,534,147
- Employer contributions
- $220,331
- Total income / additions
- $257,962
- Benefits paid
- $257,929
- Administrative expenses
- $80,189
- Total expenses
- $338,118
- Net increase / (decrease)
- -$80,156
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Benefit Services Group | NONE | $36,424 | not reported in the loaded dataset |
| Sikich Llp | NONE | $19,290 | not reported in the loaded dataset |
| The Previant Law Firm, S.C. | NONE | $7,560 | not reported in the loaded dataset |