Plan5500

Unite Here Mid Atlantic Training And Scholarship Fund — Form 5500 plan (Unite Here Mid Atlantic Training And Scholarship 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 Mid Atlantic Training And Scholarship Fund is a benefit plan reported by Unite Here Mid Atlantic Training And Scholarship Fund under EIN 45-4351353 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,873 participants and $648,671 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Unite Here Mid Atlantic Training And Scholarship Fund
EIN
45-4351353
Plan number
501
Plan type
1
Location
Philadelphia, PA
Latest filing year
2023
Participants
2,873
End-of-year plan assets
$648,671

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,873H, C20241015125318NAL0028485233003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$648,671
Net assets (EOY)
$648,671
Net assets (BOY)
$565,330

Income & contributions

Employer contributions
$200,066
Total contributions
$200,066
Total income / additions
$585,037

Expenses & distributions

Benefits paid
$450,562
Administrative expenses
$51,134
Total expenses
$501,696
Net increase / (decrease)
$83,341

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Willig Williams And DavidsonNONE$19,467not reported in the loaded dataset2023
Rae Group LLCNONE$11,841not reported in the loaded dataset2023
Innovative Consulting And SolutionsNONE$11,040not reported in the loaded dataset2023

Related Form 5500 pages