Unite/Here 74 Pension Trust Fund — Form 5500 plan (Board Of Trustees Unite/Here Local 74 Pension Trust Fund)
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 74 Pension Trust Fund is a benefit plan reported by Board Of Trustees Unite/Here Local 74 Pension Trust Fund under EIN 43-6101313 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,139 participants and $41,033,221 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Unite/Here Local 74 Pension Trust Fund
- EIN
- 43-6101313
- Plan number
- 001
- Plan type
- 1
- Location
- St. Louis, MO
- Latest filing year
- 2023
- Participants
- 2,139
- End-of-year plan assets
- $41,033,221
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,139 | H, C | 20241015161845NAL0058677378004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $41,033,221
- Total liabilities (EOY)
- $3,608
- Net assets (EOY)
- $41,029,613
- Net assets (BOY)
- $37,030,904
Income & contributions
- Employer contributions
- $1,518,033
- Total contributions
- $1,518,033
- Total income / additions
- $7,962,506
Expenses & distributions
- Benefits paid
- $3,468,617
- Administrative expenses
- $495,180
- Total expenses
- $3,963,797
- Net increase / (decrease)
- $3,998,709
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Commerce Trust Company | NONE | $122,365 | not reported in the loaded dataset | 2023 |
| Mary Davidson | EMPLOYEE | $61,686 | not reported in the loaded dataset | 2023 |
| Milliman Usa, Inc. | NONE | $36,245 | not reported in the loaded dataset | 2023 |
| Leshell Fair | EMPLOYEE | $33,441 | not reported in the loaded dataset | 2023 |
| Anders Cpas + Advisors | AUDITOR | $31,227 | $0 | 2023 |
| Segal Select Insurance Services | NONE | $27,461 | not reported in the loaded dataset | 2023 |
| Da-Com Corporation | NONE | $10,685 | not reported in the loaded dataset | 2023 |
| Maddock Henson Pc | NONE | $10,435 | not reported in the loaded dataset | 2023 |
| Amalgamated Life | NONE | $10,192 | not reported in the loaded dataset | 2023 |
| Pbi Research Services | NONE | $6,506 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Unite/Here Local 74 Pension Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in St. Louis, MO
- The Commerce Trust Company — Schedule C compensation
- Mary Davidson — Schedule C compensation
- Milliman Usa, Inc. — Schedule C compensation
- Leshell Fair — Schedule C compensation
- Anders Cpas + Advisors — Schedule C compensation
- Segal Select Insurance Services — Schedule C compensation
- Da-Com Corporation — Schedule C compensation
- Maddock Henson Pc — Schedule C compensation
- Amalgamated Life — Schedule C compensation
- Pbi Research Services — Schedule C compensation