The Legacy Plan Of The Unite Here Retirement Fund — Form 5500 plan (Board Of Trustees - Legacy Plan Of The Unite Here Retirement 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, The Legacy Plan Of The Unite Here Retirement Fund is a benefit plan reported by Board Of Trustees - Legacy Plan Of The Unite Here Retirement Fund under EIN 82-0994119 and plan number 001. The latest loaded filing year is 2023. The filing reports 90,970 participants and $590,805,845 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees - Legacy Plan Of The Unite Here Retirement Fund
- EIN
- 82-0994119
- Plan number
- 001
- Plan type
- 1
- Location
- White Plains, NY
- Latest filing year
- 2023
- Participants
- 90,970
- End-of-year plan assets
- $590,805,845
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 90,970 | H, C | 20241015075649NAL0015961075001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $590,805,845
- Total liabilities (EOY)
- $5,669,156
- Net assets (EOY)
- $585,136,689
- Net assets (BOY)
- $589,687,304
Income & contributions
- Employer contributions
- $83,726,395
- Total contributions
- $84,312,383
- Total income / additions
- $131,587,687
Expenses & distributions
- Benefits paid
- $121,920,424
- Administrative expenses
- $14,217,878
- Total expenses
- $136,138,302
- Net increase / (decrease)
- -$4,550,615
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Amalgamated Employee Benefits Admin | NONE | $6,372,000 | not reported in the loaded dataset | 2023 |
| Jp Morgan Investment Management Inc | PARTY-IN-INT | $2,521,229 | $0 | 2023 |
| Cheiron, Inc | NONE | $728,867 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $289,182 | not reported in the loaded dataset | 2023 |
| Cleary Josem & Trigiani Llp | NONE | $245,460 | not reported in the loaded dataset | 2023 |
| Aligraphics, A Division Of Aeba | NONE | $180,912 | not reported in the loaded dataset | 2023 |
| Amalgamated Life Insurance Company | NONE | $146,482 | not reported in the loaded dataset | 2023 |
| Morgan, Lewis & Bockius, Llp | NONE | $137,268 | not reported in the loaded dataset | 2023 |
| Macnell Accounting & Consulting Llp | NONE | $127,257 | not reported in the loaded dataset | 2023 |
| Sovos Compliance LLC | NONE | $0 | $84,419 | 2023 |
| Alliant Insurance Services, Inc. | NONE | $0 | $51,766 | 2023 |
| Ss&C Technologies, Inc. | NONE | $0 | $51,515 | 2023 |
| Unite Here Health | PARTY-IN-INTEREST | $45,361 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | PARTY-IN-INT | $24,466 | $9,449 | 2023 |
| Kdg Development Strategies, LLC | NONE | $33,640 | not reported in the loaded dataset | 2023 |
| Zelis Payment Holdings, LLC | NONE | $0 | $31,451 | 2023 |
| Amalgamated Bank Of Chicago | PARTY-IN-INT | $31,250 | $0 | 2023 |
| Common Goods Technologies Consultin | NONE | $22,942 | not reported in the loaded dataset | 2023 |
| Hirtle, Callaghan & Company | PARTY-IN-INT | $22,020 | not reported in the loaded dataset | 2023 |
| Unite Here Local 54 | PARTY-IN-INT | $19,726 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees - Legacy Plan Of The Unite Here Retirement Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in White Plains, NY
- Amalgamated Employee Benefits Admin — Schedule C compensation
- Jp Morgan Investment Management Inc — Schedule C compensation
- Cheiron, Inc — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Cleary Josem & Trigiani Llp — Schedule C compensation
- Aligraphics, A Division Of Aeba — Schedule C compensation
- Amalgamated Life Insurance Company — Schedule C compensation
- Morgan, Lewis & Bockius, Llp — Schedule C compensation
- Macnell Accounting & Consulting Llp — Schedule C compensation
- Sovos Compliance LLC — Schedule C compensation
- Alliant Insurance Services, Inc. — Schedule C compensation
- Ss&C Technologies, Inc. — Schedule C compensation
- Unite Here Health — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- Kdg Development Strategies, LLC — Schedule C compensation
- Zelis Payment Holdings, LLC — Schedule C compensation
- Amalgamated Bank Of Chicago — Schedule C compensation
- Common Goods Technologies Consultin — Schedule C compensation
- Hirtle, Callaghan & Company — Schedule C compensation
- Unite Here Local 54 — Schedule C compensation