Plan Snapshot
- Plan Sponsor: Board Of Trustees, Western Unite Here And Employers
- Sponsor EIN: 934160766
- Sponsor Address: 1182 MARKET ST STE 320, SAN FRANCISCO, CA, 94102
- Plan Type: DB
- Total Participants: 68,191
- Total Assets: $3.7B
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 | 68,191 | $3.7B | $212.5M | $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 |
|---|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS | Other Service Provider | $3,191,890 | — | $3,191,890 |
| BENSYS ADMINSTRATORS | Other Service Provider | $1,500,239 | — | $1,500,239 |
| SEYFARTH & SHAW, LLP | Investment Advisor | $1,457,815 | — | $1,457,815 |
| HORIZON ACTUARIAL SERVICES, LLC | Other Service Provider | $994,340 | — | $994,340 |
| RAEL & LETSON | Other Service Provider | $896,603 | — | $896,603 |
| ACADIAN ASSET MANAGEMENT LLC | Other Service Provider | $687,214 | — | $687,214 |
| HARDMAN JOHNSTON GLOBAL ADVISORS | Other Service Provider | $684,412 | — | $684,412 |
| J.P. MORGAN INVESTMENT MGMT, INC. | Recordkeeper | $631,779 | — | $631,779 |
| MCCRACKEN, STEMERMAN & HOLSBERRY | Other Service Provider | $587,324 | — | $587,324 |
| MILLER KAPLAN ARASE LLP | Auditor | $505,773 | — | $505,773 |
| BRANDYWINE GLOBAL INVESTMENT MGMT | Other Service Provider | $428,903 | — | $428,903 |
| NORTHWEST ADMINISTRATORS, INC. | Other Service Provider | $416,096 | — | $416,096 |
| SEGAL ADVISORS, INC DBA SEGAL MARCO | Other Service Provider | $410,417 | — | $410,417 |
| ORG PORTFOLIO MANAGEMENT, LLC | Other Service Provider | $330,600 | — | $330,600 |
| WESTERN ASSET MANAGEMENT COMPANY | Other Service Provider | $300,624 | — | $300,624 |
| SYSTEMATIC FINANCIAL MANAGEMENT, LP | Other Service Provider | $296,661 | $1,292 | $297,953 |
| THE UNION LABOR LIFE INSURANCE COMP | Recordkeeper | $235,872 | $42,208 | $278,080 |
| LEANNE BOUGH | Other Service Provider | $245,288 | — | $245,288 |
| PRINCIPAL TRUST COMPANY | Recordkeeper | $182,271 | — | $182,271 |
| SMART SOURCE LLC | Other Service Provider | $149,168 | — | $149,168 |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | Other Service Provider | $147,733 | — | $147,733 |
| TIMESSQUARE CAPITAL MANAGEMENT LLC | Other Service Provider | $146,704 | — | $146,704 |
| COMMON GOOD TECHNOLOGIES CONSULTING | Other Service Provider | $139,836 | — | $139,836 |
| INVESCO TRUST COMPANY | Other Service Provider | $132,357 | — | $132,357 |
| WITHUMSMITH+BROWN | Auditor | $121,813 | — | $121,813 |
| LOOMIS SAYLES & COMPANY | Other Service Provider | $67,056 | — | $67,056 |
| UNITE HERE HEALTH | Recordkeeper | $59,823 | — | $59,823 |
| STATE STREET GLOBAL ADVISORS TRUST | Other Service Provider | $58,579 | — | $58,579 |
| CHEIRON, INC | Other Service Provider | $55,020 | — | $55,020 |
| MFS HERITAGE TRUST COMPANY | Other Service Provider | $42,337 | — | $42,337 |
| DIMENSIONAL FUND ADVISORS LP | Other Service Provider | $41,974 | — | $41,974 |
| KEVIN CHRISTENSEN, ESQ | Other Service Provider | $34,027 | — | $34,027 |
| PDQ GILL'S PRINTING | Other Service Provider | $33,890 | — | $33,890 |
| SERVICE PRINTING CO, INC. | Other Service Provider | $27,106 | — | $27,106 |
| NWPS | Recordkeeper | $24,000 | — | $24,000 |
| NEYHART, ANDERSON, FLYNN & GROSBOLL | Other Service Provider | $17,103 | — | $17,103 |
| SANCHEZ, BRIGHT, MURCHISON & LEE | Other Service Provider | $7,800 | — | $7,800 |
| HUTCHINSON & STEFFEN ATTORNEYS | Other Service Provider | $6,000 | — | $6,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SEYFARTH & SHAW, LLP — Investment Advisor
- J.P. MORGAN INVESTMENT MGMT, INC. — Recordkeeper
- MILLER KAPLAN ARASE LLP — Auditor
- THE UNION LABOR LIFE INSURANCE COMP — Recordkeeper
- PRINCIPAL TRUST COMPANY — Recordkeeper
- WITHUMSMITH+BROWN — Auditor
- UNITE HERE HEALTH — Recordkeeper
- NWPS — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,339,947
- Estimated Expense Ratio: 0.417% 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 | $22,929,086 | $4,385,013 | $5,108,225 | $264,730 | — |