2023 Form 5500 filing — Ufcw Local 1459 & Contributing Employers Legal Benefit 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 20241008182734NAL0018140193001) for Ufcw Local 1459 & Contributing Employers Legal Benefit Fund, reported by Ufcw L. 1459 & Contr. Employers Legal Benefit Fund under EIN 22-2507618 and plan number 501. It reports 1,868 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008182734NAL0018140193001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Ufcw L. 1459 & Contr. Employers Legal Benefit Fund
- EIN
- 22-2507618
- Plan number
- 501
- Location
- Wallingford, CT
- Participants
- 1,868
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $58,390
- Total liabilities (EOY)
- $14,797
- Net assets (EOY)
- $43,593
- Employer contributions
- $101,022
- Total income / additions
- $101,163
- Benefits paid
- $79,433
- Administrative expenses
- $19,845
- Total expenses
- $99,278
- Net increase / (decrease)
- $1,885
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Akman & Associates | NONE | $73,008 | not reported in the loaded dataset |
| Novak Francella, LLC | NONE | $8,750 | not reported in the loaded dataset |
| Zenith American Solutions | NONE | $8,663 | not reported in the loaded dataset |