Unite Here Legal Plan — Form 5500 plan (Trustees Of The Unite Here Legal 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 Legal Plan is a benefit plan reported by Trustees Of The Unite Here Legal Plan under EIN 36-3344005 and plan number 501. The latest loaded filing year is 2023. The filing reports 5,894 participants and $5,578,468 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of The Unite Here Legal Plan
- EIN
- 36-3344005
- Plan number
- 501
- Plan type
- 1
- Location
- Oak Brook, IL
- Latest filing year
- 2023
- Participants
- 5,894
- End-of-year plan assets
- $5,578,468
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,894 | H, C | 20250115082235NAL0012566547003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,578,468
- Total liabilities (EOY)
- $221,192
- Net assets (EOY)
- $5,357,276
- Net assets (BOY)
- $4,063,661
Income & contributions
- Employer contributions
- $3,234,761
- Total contributions
- $3,234,761
- Total income / additions
- $3,469,746
Expenses & distributions
- Benefits paid
- $1,917,582
- Administrative expenses
- $258,549
- Total expenses
- $2,176,131
- Net increase / (decrease)
- $1,293,615
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Georges & Synowiecki , Ltd. | NONE | $1,727,353 | not reported in the loaded dataset | 2023 |
| Zenith American Solutions | NONE | $88,888 | not reported in the loaded dataset | 2023 |
| Macnell Accounting & Consulting,Llp | NONE | $74,275 | not reported in the loaded dataset | 2023 |
| Mesirow Financial | NONE | $42,657 | $0 | 2023 |
| Locke Lord Llp | NONE | $25,000 | not reported in the loaded dataset | 2023 |
| Karr & Associates, Inc. | NONE | $13,500 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank Of Chicago | NONE | $6,823 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of The Unite Here Legal Plan
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Oak Brook, IL
- Georges & Synowiecki , Ltd. — Schedule C compensation
- Zenith American Solutions — Schedule C compensation
- Macnell Accounting & Consulting,Llp — Schedule C compensation
- Mesirow Financial — Schedule C compensation
- Locke Lord Llp — Schedule C compensation
- Karr & Associates, Inc. — Schedule C compensation
- Amalgamated Bank Of Chicago — Schedule C compensation