# Board Of Trustees - Adjustable Plan Of The Unite Here Retirement Fund DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-adjustable-plan-of-the-unite-here-retirement-fund-plan

> Board Of Trustees - Adjustable Plan Of The Unite Here Retirement Fund's DB plan: 49,655 participants, plan year 2024 financials, providers, and benchmarks fr…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees - Adjustable Plan Of The Unite Here Retirement Fund

- **Sponsor EIN:** 820994119

- **Sponsor Address:** 333 WESTCHESTER AVENUE, WHITE PLAINS, NY, 106042910

- **Plan Type:** DB

- **Total Participants:** 49,655

- **Total Assets:** $449.9M

## 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|49,655|$449.9M|$72.9M|$0|

| 2023|41,173|$349.2M|$65.9M|$0|

| 2022|42,309|$261.7M|$49.8M|$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|

| AMALGAMATED EMPLOYEE BENEFITS ADMIN|NONE|$2,574,996|—|$2,574,996|

| ALIGRAPHICS, A DIVISION OF AEBA|NONE|$269,999|—|$269,999|

| INTERNATIONAL REAL ESTATE CORPORATI|NONE|$251,318|—|$251,318|

| LEGACY PLAN OF THE UNITE HERE RETIR|PARTY-IN-INTEREST|$181,425|—|$181,425|

| CLEARY, JOSEM & TRIGIANI LLP|NONE|$133,344|—|$133,344|

| CHEIRON, INC.|NONE|$117,249|—|$117,249|

| EATON VANCE TRUST COMPANY|NONE|$117,206|—|$117,206|

| LOOMIS SAYLES TRUST COMPANY|NONE|$93,273|—|$93,273|

| PRUDENTIAL TRUST COMPANY|NONE|$76,955|—|$76,955|

| AMALGAMATED LIFE INSURANCE COMPANY|OWNED BY PARTY-IN-INT|$60,448|—|$60,448|

| SEGAL ADVISORS, INC|NONE|$59,466|—|$59,466|

| MORGAN, LEWIS & BOCKIUS, LLP|NONE|$51,781|—|$51,781|

| MACNELL ACCOUNTING & CONSULTING LLP|NONE|$50,355|—|$50,355|

| UNITE HERE HEALTH|PARTY-IN-INTEREST|$48,589|—|$48,589|

| UNITE HERE LOCAL 54|PARTY-IN-INTEREST|$18,163|—|$18,163|

| SS&C TECHNOLOGIES|NONE|—|$15,938|$15,938|

| KDG DEVELOPMENT STRATEGIES, LLC|NONE|$12,821|—|$12,821|

| SOVOS COMPLIANCE, LLC|NONE|—|$12,386|$12,386|

| BNY MELLON|NONE|$8,768|—|$8,768|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [AMALGAMATED LIFE INSURANCE COMPANY](https://planprovider.pro/provider/milliman) — OWNED BY PARTY-IN-INT

- [MORGAN, LEWIS & BOCKIUS, LLP](https://planprovider.pro/provider/meyer-unkovic-and-scott-llp) — NONE

- [UNITE HERE HEALTH](https://planprovider.pro/provider/jp-morgan-asset-management) — PARTY-IN-INTEREST

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $4,154,480

- **Estimated Expense Ratio:** 0.923% 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|$6,145,974|$664,802|$2,572,529|$50,355|—|

| 2023|$6,137,067|$504,752|$2,599,373|$91,729|—|

| 2022|$5,361,018|$421,131|$2,572,878|—|$302,982|

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