Sacramento Independent Hotel, Restaurant & Tavern Employees Welfare Trust — Form 5500 plan (Board Of Trustees-Sacramento Independent Hotel,)
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, Sacramento Independent Hotel, Restaurant & Tavern Employees Welfare Trust is a benefit plan reported by Board Of Trustees-Sacramento Independent Hotel, under EIN 94-6277871 and plan number 501. The latest loaded filing year is 2023. The filing reports 273 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees-Sacramento Independent Hotel,
- EIN
- 94-6277871
- Plan number
- 501
- Plan type
- 1
- Location
- Aurora, IL
- Latest filing year
- 2023
- Participants
- 273
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 273 | H, C | 20241014124031NAL0026165841005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $9,846,783
Income & contributions
- Employer contributions
- $973,324
- Participant contributions
- $31,892
- Total contributions
- $1,005,216
- Total income / additions
- $1,280,575
Expenses & distributions
- Benefits paid
- $411,424
- Administrative expenses
- $376,702
- Total expenses
- $788,126
- Net increase / (decrease)
- $492,449
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benesys, Inc. | NONE | $154,653 | not reported in the loaded dataset | 2023 |
| Magellan Rx Management, LLC | NONE | $83,263 | not reported in the loaded dataset | 2023 |
| Rael & Letson | NONE | $34,800 | not reported in the loaded dataset | 2023 |
| Aetna Life Insurance Company | NONE | $29,162 | not reported in the loaded dataset | 2023 |
| Sanchez, Bright,Murchison & Lee,Llp | NONE | $23,926 | not reported in the loaded dataset | 2023 |
| Alliant Insurance Services, Inc. | NONE | $12,000 | not reported in the loaded dataset | 2023 |
| S&A Horn Limited, Dba Stephen Horn | NONE | $0 | $6,401 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees-Sacramento Independent Hotel,
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Aurora, IL
- Benesys, Inc. — Schedule C compensation
- Magellan Rx Management, LLC — Schedule C compensation
- Rael & Letson — Schedule C compensation
- Aetna Life Insurance Company — Schedule C compensation
- Sanchez, Bright,Murchison & Lee,Llp — Schedule C compensation
- Alliant Insurance Services, Inc. — Schedule C compensation
- S&A Horn Limited, Dba Stephen Horn — Schedule C compensation