Retirement Plan Of The Unite Here International — Form 5500 plan (Bd Of Trustees-Retirement Plan Of The Unite Here Int'L And Locals)
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, Retirement Plan Of The Unite Here International is a benefit plan reported by Bd Of Trustees-Retirement Plan Of The Unite Here Int'L And Locals under EIN 86-3429387 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,674 participants and $151,084,152 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd Of Trustees-Retirement Plan Of The Unite Here Int'L And Locals
- EIN
- 86-3429387
- Plan number
- 001
- Plan type
- 1
- Location
- White Plains, NY
- Latest filing year
- 2023
- Participants
- 1,674
- End-of-year plan assets
- $151,084,152
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,674 | H, C | 20241015072929NAL0048388128001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $151,084,152
- Total liabilities (EOY)
- $241,000
- Net assets (EOY)
- $150,843,152
- Net assets (BOY)
- $137,661,847
Income & contributions
- Employer contributions
- $7,014,656
- Total contributions
- $7,014,656
- Total income / additions
- $23,515,510
Expenses & distributions
- Benefits paid
- $9,392,429
- Administrative expenses
- $941,776
- Total expenses
- $10,334,205
- Net increase / (decrease)
- $13,181,305
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cheiron Inc | NONE | $153,743 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney LLC | NONE | $125,000 | not reported in the loaded dataset | 2023 |
| Mccraken, Stemerman & Holsberry | NONE | $110,227 | not reported in the loaded dataset | 2023 |
| Amalgamated Employee Benefit Admin | NONE | $102,713 | not reported in the loaded dataset | 2023 |
| Segal | NONE | $46,193 | not reported in the loaded dataset | 2023 |
| Ss & C Technologies | NONE | $0 | $34,344 | 2023 |
| Macnell Accounting | NONE | $32,276 | not reported in the loaded dataset | 2023 |
| Galinsky Pension & Benefit | NONE | $27,118 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd Of Trustees-Retirement Plan Of The Unite Here Int'L And Locals
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in White Plains, NY
- Cheiron Inc — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Mccraken, Stemerman & Holsberry — Schedule C compensation
- Amalgamated Employee Benefit Admin — Schedule C compensation
- Segal — Schedule C compensation
- Ss & C Technologies — Schedule C compensation
- Macnell Accounting — Schedule C compensation
- Galinsky Pension & Benefit — Schedule C compensation