Hotel And Restaurant Employees Health And Welfare Trust Fund — Form 5500 plan (Board Of Trustees, Hotel And Restaurant Employees)
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, Hotel And Restaurant Employees Health And Welfare Trust Fund is a benefit plan reported by Board Of Trustees, Hotel And Restaurant Employees under EIN 94-1229312 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,046 participants and $19,507,448 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Hotel And Restaurant Employees
- EIN
- 94-1229312
- Plan number
- 501
- Plan type
- 1
- Location
- Pleasanton, CA
- Latest filing year
- 2023
- Participants
- 1,046
- End-of-year plan assets
- $19,507,448
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,046 | H, C | 20240930142508NAL0009575712001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,507,448
- Total liabilities (EOY)
- $3,261,181
- Net assets (EOY)
- $16,246,267
- Net assets (BOY)
- $12,040,036
Income & contributions
- Employer contributions
- $21,839,247
- Participant contributions
- $7,549
- Total contributions
- $21,846,796
- Total income / additions
- $22,872,331
Expenses & distributions
- Benefits paid
- $18,174,020
- Administrative expenses
- $492,080
- Total expenses
- $18,666,100
- Net increase / (decrease)
- $4,206,231
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benesys | NONE | $142,575 | not reported in the loaded dataset | 2023 |
| Rael & Letson | NONE | $80,300 | not reported in the loaded dataset | 2023 |
| Northwest Administrators, Inc | NONE | $74,575 | not reported in the loaded dataset | 2023 |
| Leonard Carder | NONE | $43,817 | not reported in the loaded dataset | 2023 |
| National Compliance Services | NONE | $36,213 | not reported in the loaded dataset | 2023 |
| National Investment Services, Inc. | NONE | $27,440 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $18,345 | not reported in the loaded dataset | 2023 |
| Nepc, LLC | NONE | $13,635 | not reported in the loaded dataset | 2023 |
| Smart Source LLC | NONE | $13,622 | not reported in the loaded dataset | 2023 |
| Iron Mountain | NONE | $7,361 | not reported in the loaded dataset | 2023 |
| Palmer Square Capital Management | NONE | $7,302 | not reported in the loaded dataset | 2023 |
| Comerica | NONE | $6,760 | not reported in the loaded dataset | 2023 |
| Aabco Printing | NONE | $5,463 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Hotel And Restaurant Employees
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Pleasanton, CA
- Benesys — Schedule C compensation
- Rael & Letson — Schedule C compensation
- Northwest Administrators, Inc — Schedule C compensation
- Leonard Carder — Schedule C compensation
- National Compliance Services — Schedule C compensation
- National Investment Services, Inc. — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Nepc, LLC — Schedule C compensation
- Smart Source LLC — Schedule C compensation
- Iron Mountain — Schedule C compensation
- Palmer Square Capital Management — Schedule C compensation
- Comerica — Schedule C compensation
- Aabco Printing — Schedule C compensation