Ilgwu Death Benefit Fund 5 — Form 5500 plan (Unite Here)
Plain-English plan 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, Ilgwu Death Benefit Fund 5 is a benefit plan reported by Unite Here under EIN 13-3819434 and plan number 507. The latest loaded filing year is 2023. The filing reports 36,410 participants and $85,501,179 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Unite Here
- EIN
- 13-3819434
- Plan number
- 507
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 36,410
- End-of-year plan assets
- $85,501,179
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 36,410 | H, C | 20241008132524NAL0009716851001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $85,501,179
- Total liabilities (EOY)
- $3,427,446
- Net assets (EOY)
- $82,073,733
- Net assets (BOY)
- $82,537,791
Income & contributions
- Total contributions
- $0
- Total income / additions
- $6,974,250
Expenses & distributions
- Benefits paid
- $5,860,510
- Administrative expenses
- $1,577,798
- Total expenses
- $7,438,308
- Net increase / (decrease)
- -$464,058
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Amalgamated Employee Benefits Adm. | PARTY IN INTEREST | $951,256 | not reported in the loaded dataset | 2023 |
| Segal Consulting | NONE | $152,961 | not reported in the loaded dataset | 2023 |
| Asb Capital Management | NONE | $102,391 | not reported in the loaded dataset | 2023 |
| Schulte, Roth And Zabel | NONE | $69,851 | not reported in the loaded dataset | 2023 |
| Novak Francella, LLC | NONE | $64,000 | not reported in the loaded dataset | 2023 |
| Aligraphics, A Division Of Aeba | PARTY-IN-INTEREST | $40,324 | not reported in the loaded dataset | 2023 |
| Invesco | NONE | $25,756 | not reported in the loaded dataset | 2023 |
| Lowenstein Sandler Llp | NONE | $20,917 | not reported in the loaded dataset | 2023 |
| Alliant Insurance Services, Inc. | NONE | $0 | $18,597 | 2023 |
| Ss & C Technologies Inc | NONE | $0 | $17,172 | 2023 |
| Koskie Minsky Llp | NONE | $16,198 | not reported in the loaded dataset | 2023 |
| Wellington Management Company Llp | NONE | $11,004 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $561 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Unite Here
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Amalgamated Employee Benefits Adm. — Schedule C compensation
- Segal Consulting — Schedule C compensation
- Asb Capital Management — Schedule C compensation
- Schulte, Roth And Zabel — Schedule C compensation
- Novak Francella, LLC — Schedule C compensation
- Aligraphics, A Division Of Aeba — Schedule C compensation
- Invesco — Schedule C compensation
- Lowenstein Sandler Llp — Schedule C compensation
- Alliant Insurance Services, Inc. — Schedule C compensation
- Ss & C Technologies Inc — Schedule C compensation
- Koskie Minsky Llp — Schedule C compensation
- Wellington Management Company Llp — Schedule C compensation
- Amalgamated Bank — Schedule C compensation