Unite Here! Local 54 Severance Fund — Form 5500 plan (Jt. Bd. Of Trustees Of The Unite Here! Local 54)
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, Unite Here! Local 54 Severance Fund is a benefit plan reported by Jt. Bd. Of Trustees Of The Unite Here! Local 54 under EIN 22-2431399 and plan number 001. The latest loaded filing year is 2023. The filing reports 9,282 participants and $41,166,489 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jt. Bd. Of Trustees Of The Unite Here! Local 54
- EIN
- 22-2431399
- Plan number
- 001
- Plan type
- 1
- Location
- Mount Laurel, NJ
- Latest filing year
- 2023
- Participants
- 9,282
- End-of-year plan assets
- $41,166,489
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9,282 | H, C | 20241015103008NAL0028066977003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $41,166,489
- Total liabilities (EOY)
- $347,410
- Net assets (EOY)
- $40,819,079
- Net assets (BOY)
- $40,530,399
Income & contributions
- Employer contributions
- $878,623
- Total contributions
- $878,623
- Total income / additions
- $3,367,770
Expenses & distributions
- Benefits paid
- $2,441,393
- Administrative expenses
- $637,697
- Total expenses
- $3,079,090
- Net increase / (decrease)
- $288,680
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Frank M. Vaccaro & Associates | NONE | $263,616 | not reported in the loaded dataset | 2023 |
| Investment Peformance Services | NONE | $60,000 | not reported in the loaded dataset | 2023 |
| Novak Francella LLC | NONE | $50,221 | not reported in the loaded dataset | 2023 |
| Chevy Chase Trust Company | NONE | $38,464 | not reported in the loaded dataset | 2023 |
| Hardman Johnston Global Advisors | NONE | $36,264 | not reported in the loaded dataset | 2023 |
| Cleary,Josem & Trigiani Llp | NONE | $32,301 | not reported in the loaded dataset | 2023 |
| Law Offices Of Brian Sullivan | NONE | $30,000 | not reported in the loaded dataset | 2023 |
| Washington Capital Management, Inc. | NONE | $22,989 | not reported in the loaded dataset | 2023 |
| Sierra Investment Partners Inc | NONE | $22,314 | not reported in the loaded dataset | 2023 |
| Segall Bryant & Hamill | NONE | $17,390 | not reported in the loaded dataset | 2023 |
| Bank Of America, Na | NONE | $13,795 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jt. Bd. Of Trustees Of The Unite Here! Local 54
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Mount Laurel, NJ
- Frank M. Vaccaro & Associates — Schedule C compensation
- Investment Peformance Services — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- Chevy Chase Trust Company — Schedule C compensation
- Hardman Johnston Global Advisors — Schedule C compensation
- Cleary,Josem & Trigiani Llp — Schedule C compensation
- Law Offices Of Brian Sullivan — Schedule C compensation
- Washington Capital Management, Inc. — Schedule C compensation
- Sierra Investment Partners Inc — Schedule C compensation
- Segall Bryant & Hamill — Schedule C compensation
- Bank Of America, Na — Schedule C compensation