Unite Here Local 26 401(K) Plan — Form 5500 plan (Trustees Of The Unite Here Local 26 401(K) Plan)
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 26 401(K) Plan is a benefit plan reported by Trustees Of The Unite Here Local 26 401(K) Plan under EIN 22-3674126 and plan number 003. The latest loaded filing year is 2023. The filing reports 3,082 participants and $90,856,751 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of The Unite Here Local 26 401(K) Plan
- EIN
- 22-3674126
- Plan number
- 003
- Plan type
- 1
- Location
- Boston, MA
- Latest filing year
- 2023
- Participants
- 3,082
- End-of-year plan assets
- $90,856,751
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,082 | H, C | 20250411161845NAL0044634290001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $90,856,751
- Total liabilities (EOY)
- $52,290
- Net assets (EOY)
- $90,804,461
- Net assets (BOY)
- $81,086,875
Income & contributions
- Employer contributions
- $590,055
- Participant contributions
- $6,709,111
- Total contributions
- $7,599,753
- Total income / additions
- $16,828,569
Expenses & distributions
- Benefits paid
- $6,885,270
- Administrative expenses
- $307,751
- Total expenses
- $7,110,983
- Net increase / (decrease)
- $9,717,586
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Gbhe Local 26 Benefits Admin LLC | NONE | $182,832 | $0 | 2023 |
| S B H U Life Agency Inc | OTHER SERVICES | $0 | $83,928 | 2023 |
| The Angell Pension Group Inc | OTHER SERVICES | $34,516 | $15,220 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $39,860 | $0 | 2023 |
| Manzi & Associates LLC | NONE | $26,145 | not reported in the loaded dataset | 2023 |
| Robert Half | NONE | $7,297 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of The Unite Here Local 26 401(K) Plan
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Boston, MA
- Gbhe Local 26 Benefits Admin LLC — Schedule C compensation
- S B H U Life Agency Inc — Schedule C compensation
- The Angell Pension Group Inc — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Manzi & Associates LLC — Schedule C compensation
- Robert Half — Schedule C compensation