San Mateo Hotel Employees & Restaurant Employees Welfare Fund — Form 5500 plan (San Mateo Hotel Employees & Restaurant Employees Welfare 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, San Mateo Hotel Employees & Restaurant Employees Welfare Fund is a benefit plan reported by San Mateo Hotel Employees & Restaurant Employees Welfare Fund under EIN 94-6081299 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,814 participants and $26,226,211 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- San Mateo Hotel Employees & Restaurant Employees Welfare Fund
- EIN
- 94-6081299
- Plan number
- 501
- Plan type
- 1
- Location
- San Jose, CA
- Latest filing year
- 2023
- Participants
- 1,814
- End-of-year plan assets
- $26,226,211
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,814 | H, C | 20241011145109NAL0022972017001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,226,211
- Total liabilities (EOY)
- $13,852,733
- Net assets (EOY)
- $12,373,478
- Net assets (BOY)
- $11,175,367
Income & contributions
- Employer contributions
- $40,160,005
- Total contributions
- $40,160,005
- Total income / additions
- $42,019,283
Expenses & distributions
- Benefits paid
- $39,617,100
- Administrative expenses
- $1,204,072
- Total expenses
- $40,821,172
- Net increase / (decrease)
- $1,198,111
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| United Administrative Services | NONE | $508,719 | not reported in the loaded dataset | 2023 |
| Anthem Blue Cross Life & Health Ins | NONE | $216,836 | not reported in the loaded dataset | 2023 |
| Withum Smith & Brown | NONE | $115,872 | not reported in the loaded dataset | 2023 |
| Rael & Letson | NONE | $86,265 | not reported in the loaded dataset | 2023 |
| Ascendant Healthcare | NONE | $63,499 | not reported in the loaded dataset | 2023 |
| Charles Scully Ii | NONE | $24,000 | not reported in the loaded dataset | 2023 |
| Ineich & Company, Llp | NONE | $23,162 | not reported in the loaded dataset | 2023 |
| Smart Source LLC | NONE | $22,886 | not reported in the loaded dataset | 2023 |
| Us Bank, N.A. | NONE | $16,209 | $0 | 2023 |
| Garcia Hamilton & Associates | NONE | $15,469 | not reported in the loaded dataset | 2023 |
| Wealth Enhacement Group | NONE | $13,597 | not reported in the loaded dataset | 2023 |
| Pension Evaluation, Inc. | NONE | $10,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for San Mateo Hotel Employees & Restaurant Employees Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Jose, CA
- United Administrative Services — Schedule C compensation
- Anthem Blue Cross Life & Health Ins — Schedule C compensation
- Withum Smith & Brown — Schedule C compensation
- Rael & Letson — Schedule C compensation
- Ascendant Healthcare — Schedule C compensation
- Charles Scully Ii — Schedule C compensation
- Ineich & Company, Llp — Schedule C compensation
- Smart Source LLC — Schedule C compensation
- Us Bank, N.A. — Schedule C compensation
- Garcia Hamilton & Associates — Schedule C compensation
- Wealth Enhacement Group — Schedule C compensation
- Pension Evaluation, Inc. — Schedule C compensation