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 |
|---|---|---|---|---|
| CHEIRON INC | Other Service Provider | $111,890 | — | $111,890 |
| AMALGAMATED EMPLOYEE BENEFIT ADMIN | Other Service Provider | $106,954 | — | $106,954 |
| AMALGAMATED BANK | Other Service Provider | $77,011 | — | $77,011 |
| MORGAN STANLEY SMITH BARNEY LLC | Recordkeeper | $75,000 | — | $75,000 |
| MACNELL ACCOUNTING | Other Service Provider | $58,729 | — | $58,729 |
| MCCRAKEN, STEMERMAN & HOLSBERRY | Other Service Provider | $41,294 | — | $41,294 |
| SEGAL | Other Service Provider | $35,000 | — | $35,000 |
| SS & C TECHNOLOGIES | Other Service Provider | — | $31,876 | $31,876 |
| GALINSKY PENSION & BENEFIT | Other Service Provider | $30,432 | — | $30,432 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY SMITH BARNEY LLC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $568,186
- Estimated Expense Ratio: 0.350% 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 |