2023 Form 5500 filing — Unite Here Health Staff 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 20241031143939NAL0001284243001) for Unite Here Health Staff Pension Plan, reported by Unite Here Health under EIN 23-7385560 and plan number 001. It reports 772 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241031143939NAL0001284243001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Unite Here Health
- EIN
- 23-7385560
- Plan number
- 001
- Location
- Aurora, IL
- Participants
- 772
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $186,954,987
- Total liabilities (EOY)
- $54,426
- Net assets (EOY)
- $186,900,561
- Employer contributions
- $9,498,638
- Participant contributions
- $0
- Total income / additions
- $30,999,244
- Benefits paid
- $5,093,140
- Administrative expenses
- $439,806
- Total expenses
- $5,532,946
- Net increase / (decrease)
- $25,466,298
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wellington Trust Company, N.A. | NONE | $129,530 | $0 |
| New Tower Trust Company | NONE | $99,251 | $0 |
| Voya Investment Trust Company | NONE | $81,570 | $0 |
| Invesco Trust Company | NONE | $54,864 | $0 |
| Comerica | NONE | $45,279 | $1,566 |
| Ubs Realty Investors, LLC | NONE | $26,601 | not reported in the loaded dataset |