Unite Here Local 25 And Hotel Association Of Washington, D.C. Health And Welfare Fund — Form 5500 plan (Unite Here Local 25 & Hotel Association Of Washington Dc Health & Welf)

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 25 And Hotel Association Of Washington, D.C. Health And Welfare Fund is a benefit plan reported by Unite Here Local 25 & Hotel Association Of Washington Dc Health & Welf under EIN 36-2941623 and plan number 501. The latest loaded filing year is 2023. The filing reports 5,197 participants and $2,654,861 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Unite Here Local 25 & Hotel Association Of Washington Dc Health & Welf
EIN
36-2941623
Plan number
501
Plan type
1
Location
Sparks, MD
Latest filing year
2023
Participants
5,197
End-of-year plan assets
$2,654,861

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20235,197H, C20241015162355NAL0015074515001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,654,861
Total liabilities (EOY)
$1,077,623
Net assets (EOY)
$1,577,238
Net assets (BOY)
$805,290

Income & contributions

Employer contributions
$6,302,206
Participant contributions
$3,368
Total contributions
$6,305,574
Total income / additions
$6,359,052

Expenses & distributions

Benefits paid
$5,321,598
Administrative expenses
$265,506
Total expenses
$5,587,104
Net increase / (decrease)
$771,948

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Associated Administrators LLCNONE$190,956not reported in the loaded dataset2023
Novak Francella LLCNONE$25,874not reported in the loaded dataset2023
Bredhoff & Kaiser, PllcNONE$10,313not reported in the loaded dataset2023
Seyfarth Shaw LlpNONE$7,498not reported in the loaded dataset2023

Related Form 5500 pages