Employer · plans filed under one EIN
Board of Trustees - Legacy Plan of the Unite Here Retirement Fund
White Plains, NY · Finance and insurance
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.
Board of Trustees - Legacy Plan of the Unite Here Retirement Fund, based in White Plains, New York, sponsors 2 retirement plans with 100 or more participants: 2 defined benefit. Together they reported 159,707 participant records and $1.05B in net assets.
The largest is The Legacy Plan of the Unite Here Retirement Fund, a defined benefit pension plan with 87,313 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.
Employer contributions across the plans were $169M and participant contributions $0 in the latest plan years; benefits paid were $133M. Schedule C compensation reported to service provider organisations totalled $12.6M.
Combined net assets moved from $780M in 2018 to $1.05B in 2024 (up 35%). Plan mergers and spin-offs show up here as steps in the series.
Plans
| Plan | Kind | Plan year | Participants | Net assets | Per participant | Employer / active | Sch. C compensation |
|---|---|---|---|---|---|---|---|
| The Legacy Plan of the Unite Here Retirement Fund | defined benefit pension plan | 2024 | 87,313 | $601M | $6,887 | $5,745 | $8.5M |
| The Adjustable Plan of the Unite Here Retirement | defined benefit pension plan | 2024 | 72,394 | $449M | $6,207 | $1,468 | $4.2M |
| US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244. | |||||||
Trend by plan year
| Plan year | Plans | Participant records | Net assets | Employer contributions | Participant contributions |
|---|---|---|---|---|---|
| 2024 | 2 | 159,707 | $1.05B | $169M | $0 |
| 2023 | 2 | 150,343 | $934M | $150M | $0 |
| 2022 | 2 | 150,558 | $851M | $121M | $0 |
| 2021 | 2 | 152,017 | $1.02B | $81.0M | $0 |
| 2020 | 2 | 143,119 | $935M | $65.3M | $0 |
| 2019 | 2 | 153,804 | $868M | $131M | $0 |
| 2018 | 2 | 153,226 | $780M | $124M | $0 |
History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.
Service providers
| Organisation | Services reported | Plans | Compensation reported |
|---|---|---|---|
| Amalgamated Employee Benefits Admin | Contract Administrator; Other services | 2 | $8,405,465 |
| JP Morgan Investment Management Inc. | — | 1 | $1,201,228 |
| Cheiron, Inc. | Actuarial | 2 | $617,769 |
| Segal Marco Advisors | Investment advisory (plan) | 2 | $358,276 |
| Cleary Josem & Trigiani LLP | Legal | 2 | $298,935 |
| International Real Estate Corporati | — | 1 | $251,318 |
| Amalgamated Life Insurance Company | Other services | 2 | $226,185 |
| Macnell Accounting & Consulting LLP | Accounting (including auditing) | 2 | $188,710 |
| Legacy Plan of the Unite Here Retir | Other services | 1 | $181,425 |
| Eaton Vance Trust Company | — | 1 | $117,206 |
| Morgan, Lewis & Bockius, LLP | Legal | 2 | $107,227 |
| Loomis Sayles Trust Company | — | 1 | $93,273 |
| Prudential Trust Company | — | 1 | $76,955 |
| Sovos Compliance LLC | Other services | 1 | $73,601 |
| Amalgamated Bank | Custodial (other than securities); Custodial (securities) | 1 | $53,350 |
Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.
Questions and answers
How many retirement plans does Board of Trustees - Legacy Plan of the Unite Here Retirement Fund have?
2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: The Legacy Plan of the Unite Here Retirement Fund and The Adjustable Plan of the Unite Here Retirement. Smaller plans and plans filed under a subsidiary's number are not grouped here.
How much does Board of Trustees - Legacy Plan of the Unite Here Retirement Fund contribute to its plans?
$169,235,084 in employer contributions across these plans in their latest plan years, about $2,548 per active participant record. Form 5500 reports totals and not the match or accrual formula.
Who provides services to these plans?
Schedule C filings name Amalgamated Employee Benefits Admin, JP Morgan Investment Management Inc., Cheiron, Inc. and Segal Marco Advisors and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.
Where does this come from?
Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.