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

> Board Of Trustees - Legacy Plan Of The Unite Here Retirement Fund's DB plan: 16,770 participants, plan year 2024 financials, providers, and benchmarks from F…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

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

- **Sponsor EIN:** 820994119

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

- **Plan Type:** DB

- **Total Participants:** 16,770

- **Total Assets:** $608.5M

## 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|16,770|$608.5M|$96.3M|$0|

| 2023|18,598|$590.8M|$83.7M|$0|

| 2022|19,570|$610.0M|$71.2M|$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|

| AMALGAMATED EMPLOYEE BENEFITS ADMIN|NONE|$5,375,004|—|$5,375,004|

| JP MORGAN INVESTMENT MANAGEMENT INC|PARTY-IN-INT|$1,201,228|—|$1,201,228|

| CHEIRON, INC|NONE|$500,520|—|$500,520|

| SEGAL MARCO ADVISORS|NONE|$298,810|—|$298,810|

| ALIGRAPHICS, A DIVISION OF AEBA|NONE|$185,466|—|$185,466|

| AMALGAMATED LIFE INSURANCE COMPANY|NONE|$165,737|—|$165,737|

| CLEARY JOSEM & TRIGIANI LLP|NONE|$165,591|—|$165,591|

| MACNELL ACCOUNTING & CONSULTING LLP|NONE|$138,355|—|$138,355|

| SOVOS COMPLIANCE LLC|NONE|—|$73,601|$73,601|

| MORGAN, LEWIS & BOCKIUS, LLP|NONE|$55,446|—|$55,446|

| AMALGAMATED BANK|PARTY-IN-INT|$42,825|$10,525|$53,350|

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

| SS&C TECHNOLOGIES, INC.|NONE|—|$47,814|$47,814|

| ALLIANT INSURANCE SERVICES, INC.|NONE|—|$45,805|$45,805|

| KDG DEVELOPMENT STRATEGIES, LLC|NONE|$29,917|—|$29,917|

| ZELIS PAYMENT HOLDINGS, LLC|NONE|—|$24,563|$24,563|

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

| HIRTLE, CALLAGHAN & COMPANY|PARTY-IN-INT|$14,858|—|$14,858|

| AMALGAMATED BANK OF CHICAGO|PARTY-IN-INT|$12,500|—|$12,500|

### Verified Provider Profiles

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

- [JP MORGAN INVESTMENT MANAGEMENT INC](https://planprovider.pro/provider/jp-morgan-asset-management) — PARTY-IN-INT

- [AMALGAMATED LIFE INSURANCE COMPANY](https://planprovider.pro/provider/milliman) — NONE

- [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:** $8,455,317

- **Estimated Expense Ratio:** 1.390% 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|$13,187,178|$2,857,664|$5,367,471|$138,355|—|

| 2023|$14,217,878|$2,672,798|$6,288,627|$175,729|—|

| 2022|$14,700,393|$3,768,698|$6,224,809|—|$975,588|

## Similar Plans

- [Board Of Trustees - The Retirement Plan Of The Amalgamated Ins. Fund](https://planprovider.pro/companies/board-of-trustees-the-retirement-plan-of-the-amalgamated-ins-fund-plan) — 19,780 participants

- [Bd Of Trustees-Legacy Plan Of The National Retirement Fund](https://planprovider.pro/companies/bd-of-trustees-legacy-plan-of-the-national-retirement-fund-plan) — 8,379 participants

- [Hf Management Services, LLC](https://planprovider.pro/companies/hf-management-services-llc-401k-plan) — 6,126 participants

- [Bd Of Trustees-Adjustable Plan Of The National Retirement Fund](https://planprovider.pro/companies/bd-of-trustees-adjustable-plan-of-the-national-retirement-fund-plan) — 28,031 participants

- [Swiss Re America Holding Corporation](https://planprovider.pro/companies/swiss-re-america-holding-corporation-401k-plan) — 2,402 participants

- [Utica Mutual Insurance Company](https://planprovider.pro/companies/utica-mutual-insurance-company-401k-plan) — 1,390 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-legacy-plan-of-the-unite-here-retirement-fund-plan)

© 2026 PlanProvider.Pro