Ufcw Local 1529 Retiree Fund — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Ufcw Local 1529 Retiree Fund (EIN 46-1465087) is a plan sponsor located in Cordova, TN with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
46-1465087
Location
Cordova, TN
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$2,754,160
Total reported liabilities (EOY)
$42,369
Total reported net assets (EOY)
$2,711,791

Contributions & income

Participant contributions
$88,650
Total income / additions
$166,323

Expenses & distributions

Benefits paid / distributions
$404,412
Total expenses
$560,499
Net increase / (decrease)
-$394,176

Coverage

Total reported participants
492
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Ufcw Local 1529 Retiree Fund plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
U.F.C.W. Local 1529 Retiree Fund501492$2,754,1602023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Ufcw Local 1529 Retiree Fund
YearPlanParticipantsSchedulesFiling
2023U.F.C.W. Local 1529 Retiree Fund492H, C20250317171513NAL0002933264002

Related Form 5500 pages