2023 Form 5500 filing — Ufcw Local 2013 Pension Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240717084322NAL0002233811001) for Ufcw Local 2013 Pension Plan, reported by Board Of Trustees Ufcw Local 2013 Pension Fund under EIN 13-1975910 and plan number 001. It reports 1,537 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240717084322NAL0002233811001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Ufcw Local 2013 Pension Fund
- EIN
- 13-1975910
- Plan number
- 001
- Location
- Brooklyn, NY
- Participants
- 1,537
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $507,161
- Total liabilities (EOY)
- $333,083
- Net assets (EOY)
- $174,078
- Total income / additions
- $1,748,548
- Benefits paid
- $1,589,821
- Administrative expenses
- $144,187
- Total expenses
- $1,734,008
- Net increase / (decrease)
- $14,540
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schultheis & Panettieri Llp | AUDITOR | $46,000 | not reported in the loaded dataset |
| Tri-State Administrators Inc | NONE | $37,772 | not reported in the loaded dataset |
| Amalgamted Bank Of Chicago | CUSTODIAN | $12,998 | $0 |
| O'Brien Belland & Bushinsky | ATTORNEY | $5,360 | not reported in the loaded dataset |