Plan Snapshot
- Plan Sponsor: Bd Of Trustees-Retirement Plan Of The Unite Here Int'L And Locals
- Sponsor EIN: 863429387
- Sponsor Address: 333 WESTCHESTER AVENUE, WHITE PLAINS, NY, 10604
- Plan Type: DB
- Total Participants: 762
- Total Assets: $162.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 762 | $162.5M | $7.7M | $0 |
| 2023 | 745 | $151.1M | $7.0M | $0 |
| 2022 | 668 | $137.9M | $5.2M | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| MACNELL ACCOUNTING & CONSULTING, LL | Auditor | $31,500 | — | $31,500 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $31,500
- Estimated Expense Ratio: 0.019% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $910,314 | $382,067 | $140,000 | $31,500 | — |
| 2023 | $941,776 | $335,293 | $103,950 | $32,276 | — |
| 2022 | $1,139,449 | $429,841 | $99,000 | — | $517,421 |