2023 Form 5500 filing — Unite Here Local 26 401(K) 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 20250411161845NAL0044634290001) for Unite Here Local 26 401(K) Plan, reported by Trustees Of The Unite Here Local 26 401(K) Plan under EIN 22-3674126 and plan number 003. It reports 3,082 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250411161845NAL0044634290001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of The Unite Here Local 26 401(K) Plan
- EIN
- 22-3674126
- Plan number
- 003
- Location
- Boston, MA
- Participants
- 3,082
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $90,856,751
- Total liabilities (EOY)
- $52,290
- Net assets (EOY)
- $90,804,461
- Employer contributions
- $590,055
- Participant contributions
- $6,709,111
- Total income / additions
- $16,828,569
- Benefits paid
- $6,885,270
- Administrative expenses
- $307,751
- Total expenses
- $7,110,983
- Net increase / (decrease)
- $9,717,586
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Gbhe Local 26 Benefits Admin LLC | NONE | $182,832 | $0 |
| S B H U Life Agency Inc | OTHER SERVICES | $0 | $83,928 |
| The Angell Pension Group Inc | OTHER SERVICES | $34,516 | $15,220 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $39,860 | $0 |
| Manzi & Associates LLC | NONE | $26,145 | not reported in the loaded dataset |
| Robert Half | NONE | $7,297 | not reported in the loaded dataset |