Unite Here! Workers And Hospitality Employers Vdb Pension Trust — Form 5500 plan (Board Of Trustee Unite Here! Workers)
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! Workers And Hospitality Employers Vdb Pension Trust is a benefit plan reported by Board Of Trustee Unite Here! Workers under EIN 45-4227067 and plan number 026. The latest loaded filing year is 2023. The filing reports 5,313 participants and $136,548,872 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustee Unite Here! Workers
- EIN
- 45-4227067
- Plan number
- 026
- Plan type
- 1
- Location
- Boston, MA
- Latest filing year
- 2023
- Participants
- 5,313
- End-of-year plan assets
- $136,548,872
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,313 | H, C | 20241014131112NAL0046072272004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $136,548,872
- Total liabilities (EOY)
- $473,577
- Net assets (EOY)
- $136,075,295
- Net assets (BOY)
- $109,054,372
Income & contributions
- Employer contributions
- $17,178,189
- Total contributions
- $17,178,189
- Total income / additions
- $30,881,787
Expenses & distributions
- Benefits paid
- $2,455,011
- Administrative expenses
- $1,405,853
- Total expenses
- $3,860,864
- Net increase / (decrease)
- $27,020,923
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wilmington Trust | NONE | $330,514 | $0 | 2023 |
| Cheiron | NONE | $137,113 | not reported in the loaded dataset | 2023 |
| Employee A | EMPLOYEE | $133,164 | not reported in the loaded dataset | 2023 |
| Jeffrey H. Lerer Esq | NONE | $74,430 | not reported in the loaded dataset | 2023 |
| Mccracken, Stemerman & Holsberry,Ll | NONE | $74,095 | not reported in the loaded dataset | 2023 |
| Employee B | EMPLOYEE | $56,265 | not reported in the loaded dataset | 2023 |
| Manzi & Associates LLC | NONE | $40,380 | not reported in the loaded dataset | 2023 |
| Employee C | EMPLOYEE | $36,824 | not reported in the loaded dataset | 2023 |
| Employee D | EMPLOYEE | $23,688 | not reported in the loaded dataset | 2023 |
| Taylor Enterprises | NONE | $15,741 | not reported in the loaded dataset | 2023 |
| Accountemps/Robert Half | NONE | $12,317 | not reported in the loaded dataset | 2023 |
| Iron Mountain | NONE | $6,876 | not reported in the loaded dataset | 2023 |
| Paychex | NONE | $6,439 | not reported in the loaded dataset | 2023 |
| Peoples United Bank | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustee Unite Here! Workers
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Boston, MA
- Wilmington Trust — Schedule C compensation
- Cheiron — Schedule C compensation
- Employee A — Schedule C compensation
- Jeffrey H. Lerer Esq — Schedule C compensation
- Mccracken, Stemerman & Holsberry,Ll — Schedule C compensation
- Employee B — Schedule C compensation
- Manzi & Associates LLC — Schedule C compensation
- Employee C — Schedule C compensation
- Employee D — Schedule C compensation
- Taylor Enterprises — Schedule C compensation
- Accountemps/Robert Half — Schedule C compensation
- Iron Mountain — Schedule C compensation
- Paychex — Schedule C compensation
- Peoples United Bank — Schedule C compensation