Unite Here Local 74 Welfare And Dental Trust — Form 5500 plan (Trustees Of Unite Here Local 74 Welfare And Dental Trust)

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 74 Welfare And Dental Trust is a benefit plan reported by Trustees Of Unite Here Local 74 Welfare And Dental Trust under EIN 43-0682781 and plan number 501. The latest loaded filing year is 2023. The filing reports 371 participants and $1,176,074 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Trustees Of Unite Here Local 74 Welfare And Dental Trust
EIN
43-0682781
Plan number
501
Plan type
1
Location
St. Louis, MO
Latest filing year
2023
Participants
371
End-of-year plan assets
$1,176,074

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023371H, C20241015161845NAL0058677378003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,176,074
Total liabilities (EOY)
$1,397
Net assets (EOY)
$1,174,677
Net assets (BOY)
$1,132,729

Income & contributions

Employer contributions
$2,674,595
Participant contributions
$137,370
Total contributions
$2,811,965
Total income / additions
$2,852,512

Expenses & distributions

Benefits paid
$2,643,474
Administrative expenses
$167,090
Total expenses
$2,810,564
Net increase / (decrease)
$41,948

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Leshell FairEMPLOYEE$35,330not reported in the loaded dataset2023
Anders Cpas & AdvisorsNONE$27,227not reported in the loaded dataset2023
Unite Here Local #74UNION HALL$6,902not reported in the loaded dataset2023
Mary DavidsonEMPLOYEE$6,720not reported in the loaded dataset2023
Commerce BankCUSTODIAN$6,366not reported in the loaded dataset2023
Maddockhenson PcNONE$5,785not reported in the loaded dataset2023

Related Form 5500 pages