The Adjustable Plan Of The Unite Here Retirement — Form 5500 plan (Board Of Trustees - Adjustable 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 Adjustable Plan Of The Unite Here Retirement is a benefit plan reported by Board Of Trustees - Adjustable Plan Of The Unite Here Retirement Fund under EIN 82-0994119 and plan number 002. The latest loaded filing year is 2023. The filing reports 59,588 participants and $349,156,866 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees - Adjustable Plan Of The Unite Here Retirement Fund
- EIN
- 82-0994119
- Plan number
- 002
- Plan type
- 1
- Location
- White Plains, NY
- Latest filing year
- 2023
- Participants
- 59,588
- End-of-year plan assets
- $349,156,866
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 59,588 | H, C | 20241014134332NAL0044715024001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $349,156,866
- Total liabilities (EOY)
- $370,659
- Net assets (EOY)
- $348,786,207
- Net assets (BOY)
- $261,495,451
Income & contributions
- Employer contributions
- $65,935,671
- Total contributions
- $65,935,671
- Total income / additions
- $98,747,198
Expenses & distributions
- Benefits paid
- $5,319,375
- Administrative expenses
- $6,137,067
- Total expenses
- $11,456,442
- Net increase / (decrease)
- $87,290,756
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Amalgamated Employee Benefits Admin | NONE | $2,599,000 | not reported in the loaded dataset | 2023 |
| Legacy Plan Of The Unite Here Retir | PARTY-IN-INTEREST | $146,197 | not reported in the loaded dataset | 2023 |
| Cleary, Josem & Trigiani Llp | NONE | $129,048 | not reported in the loaded dataset | 2023 |
| Eaton Vance Trust Company | NONE | $127,740 | $0 | 2023 |
| International Real Estate Corporati | NONE | $117,232 | not reported in the loaded dataset | 2023 |
| Cheiron, Inc. | NONE | $97,051 | not reported in the loaded dataset | 2023 |
| Loomis Sayles Trust Company | NONE | $90,402 | not reported in the loaded dataset | 2023 |
| Prudential Trust Company | NONE | $72,647 | not reported in the loaded dataset | 2023 |
| Aligraphics, A Division Of Aeba | NONE | $62,384 | not reported in the loaded dataset | 2023 |
| Segal Advisors, Inc | NONE | $57,549 | not reported in the loaded dataset | 2023 |
| Unite Here Health | PARTY-IN-INTEREST | $45,361 | not reported in the loaded dataset | 2023 |
| Macnell Accounting & Consulting Llp | NONE | $43,257 | not reported in the loaded dataset | 2023 |
| Morgan, Lewis & Bockius, Llp | NONE | $40,578 | not reported in the loaded dataset | 2023 |
| Common Goods Technologies Consultin | NONE | $22,942 | not reported in the loaded dataset | 2023 |
| Unite Here Local 54 | PARTY-IN-INTEREST | $19,726 | not reported in the loaded dataset | 2023 |
| Amalgamated Life Insurance Company | OWNED BY PARTY-IN-INT | $18,564 | not reported in the loaded dataset | 2023 |
| Kdg Development Strategies, LLC | NONE | $18,407 | not reported in the loaded dataset | 2023 |
| Ss&C Technologies | NONE | $0 | $17,172 | 2023 |
| Sovos Compliance, LLC | NONE | $0 | $12,026 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees - Adjustable 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
- Legacy Plan Of The Unite Here Retir — Schedule C compensation
- Cleary, Josem & Trigiani Llp — Schedule C compensation
- Eaton Vance Trust Company — Schedule C compensation
- International Real Estate Corporati — Schedule C compensation
- Cheiron, Inc. — Schedule C compensation
- Loomis Sayles Trust Company — Schedule C compensation
- Prudential Trust Company — Schedule C compensation
- Aligraphics, A Division Of Aeba — Schedule C compensation
- Segal Advisors, Inc — Schedule C compensation
- Unite Here Health — Schedule C compensation
- Macnell Accounting & Consulting Llp — Schedule C compensation
- Morgan, Lewis & Bockius, Llp — Schedule C compensation
- Common Goods Technologies Consultin — Schedule C compensation
- Unite Here Local 54 — Schedule C compensation
- Amalgamated Life Insurance Company — Schedule C compensation
- Kdg Development Strategies, LLC — Schedule C compensation
- Ss&C Technologies — Schedule C compensation
- Sovos Compliance, LLC — Schedule C compensation