2023 Form 5500 filing — Ufcw Local 50 Pension 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 20241008161622NAL0008564163003) for Ufcw Local 50 Pension Fund, reported by Ufcw Local 50 Pension Fund Board Of Trustees under EIN 13-6696824 and plan number 001. It reports 805 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008161622NAL0008564163003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Ufcw Local 50 Pension Fund Board Of Trustees
- EIN
- 13-6696824
- Plan number
- 001
- Location
- West Trenton, NJ
- Participants
- 805
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $985,898
- Total liabilities (EOY)
- $18,567
- Net assets (EOY)
- $967,331
- Total income / additions
- $3,521,101
- Benefits paid
- $3,347,802
- Administrative expenses
- $111,525
- Total expenses
- $3,459,327
- Net increase / (decrease)
- $61,774
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ie Shaffer & Co | NONE | $56,747 | not reported in the loaded dataset |
| Larry Magarik, Esq. | INDEPENDENT TRUSTEE | $16,575 | not reported in the loaded dataset |
| Cohen, Weiss, & Simon Llp | NONE | $16,192 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $13,000 | not reported in the loaded dataset |