2023 Form 5500 filing — Ufcw Local 1546 Food Handlers Welfare Fund
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 20240923133633NAL0006667011001) for Ufcw Local 1546 Food Handlers Welfare Fund, reported by Trustees Of Ufcw Local 1546 Food Handlers Welfare Fund under EIN 36-2365968 and plan number 501. It reports 1,861 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923133633NAL0006667011001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Ufcw Local 1546 Food Handlers Welfare Fund
- EIN
- 36-2365968
- Plan number
- 501
- Location
- Oakbrook, IL
- Participants
- 1,861
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $43,710,111
- Total liabilities (EOY)
- $4,426,230
- Net assets (EOY)
- $39,283,881
- Employer contributions
- $29,318,565
- Participant contributions
- $40,067
- Total income / additions
- $33,177,401
- Benefits paid
- $25,462,030
- Administrative expenses
- $1,130,226
- Total expenses
- $26,592,256
- Net increase / (decrease)
- $6,585,145
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Optumrx | NONE | $4,985,028 | $13,591 |
| Bluecross Blueshield Of Il | NONE | $756,127 | $0 |
| Zenith American Solutions | NONE | $711,652 | not reported in the loaded dataset |
| National Investment Services | NONE | $114,102 | not reported in the loaded dataset |
| Valenz | NONE | $63,009 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $54,000 | not reported in the loaded dataset |
| Tfbc, LLC | NONE | $54,000 | not reported in the loaded dataset |
| Amalgamated Bank Of Chicago | NONE | $50,671 | $0 |
| Asher, Gittler, & D'Alba | NONE | $35,429 | not reported in the loaded dataset |
| Laner Muchin | NONE | $31,920 | not reported in the loaded dataset |
| Sommers & Fahrenbach | NONE | $26,613 | not reported in the loaded dataset |
| Vision Service Plan Of Il | NONE | $25,532 | not reported in the loaded dataset |
| Iron Mountain | NONE | $6,844 | not reported in the loaded dataset |