- Legacy Plan of the Unite Here Retirement Fund pension plans

- Legacy Plan of the Unite Here Retirement Fund, White Plains, NY. EIN 82-0994119. Annual reports 2018–2024. Also filed as Unite Here Retirement Fund; - Adjustable Plan of the Unite Here Retirement Fund.

- Legacy Plan of the Unite Here Retirement Fund has 2 active retirement plans on file. The largest is the The Legacy Plan of the Unite Here Retirement Fund, with 87,313 participants and $601 million in assets in 2024. SS&C Technologies has been its administrator since 2019.

Active plans: 2
Participants: 159,707
Plan assets: $1.1 billion
Administered by: SS&C Technologies
Plans on file: 2
Industry: Finance and insurance

All 2 plans

Active plans first

The Legacy Plan of the Unite Here Retirement Fund

Pension (defined benefit), frozenActiveUnion (multiemployer)

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 82-0994119
Participants (2024): 87,313
Net assets (2024): $601 million
Administered by: SS&C TechnologiesEarlier: SS & C Technologies (2018)
Plan administrator: Amalgamated Employee Benefits Administrators
333 Westchester Avenue
White Plains, NY 10604
(914) 367-5000As filed for 2024
In effect since: January 1, 2018

Earlier sponsor: Unite Here Retirement Fund (2018).

Year by year, 2018 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	87,313	$601 million	SS&C Technologies
2023	89,339	$585 million	SS&C Technologies
2022	90,970	$590 million	SS&C Technologies
2021	94,141	$758 million	SS&C Technologies
2020	95,273	$725 million	SS&C Technologies
2019	96,943	$695 million	SS&C Technologies
2018	99,442	$663 million	SS & C Technologies

The Adjustable Plan of the Unite Here Retirement

Pension (defined benefit)ActiveUnion (multiemployer)

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 002Employer EIN 82-0994119
Participants (2024): 72,394
Net assets (2024): $449 million
Administered by: SS&C Technologies2018–2024
Plan administrator: Amalgamated Employee Benefits Administrators
333 Westchester Avenue
White Plains, NY 10604
(914) 367-5000As filed for 2024
In effect since: January 1, 2018

Earlier sponsor: Unite Here Retirement Fund (2018).

Earlier plan names: The Adjustable Plan of the Unite Here Retirement Fund.

Year by year, 2018 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	72,394	$449 million	SS&C Technologies
2023	61,004	$349 million	SS&C Technologies
2022	59,588	$261 million	SS&C Technologies
2021	57,876	$258 million	SS&C Technologies
2020	47,846	$210 million	SS&C Technologies
2019	56,861	$173 million	SS&C Technologies
2018	53,784	$117 million	SS&C Technologies

If you had money in one of these plans

Call SS&C Technologies, which runs the The Legacy Plan of the Unite Here Retirement Fund. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((914) 367-5000). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 2 plans

The Legacy Plan of the Unite Here Retirement Fund

The Adjustable Plan of the Unite Here Retirement

If you had money in one of these plans

What these numbers are

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