2023 Form 5500 filing — United Food And Commercial Workers Local 1500 Annuity 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 20241014092800NAL0014700227003) for United Food And Commercial Workers Local 1500 Annuity Plan, reported by Board Of Trustees Ufcw Local 1500 Annuity Fund under EIN 47-5675902 and plan number 001. It reports 9,027 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014092800NAL0014700227003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Ufcw Local 1500 Annuity Fund
- EIN
- 47-5675902
- Plan number
- 001
- Location
- Westbury, NY
- Participants
- 9,027
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $36,803,041
- Total liabilities (EOY)
- $183,484
- Net assets (EOY)
- $36,619,557
- Employer contributions
- $10,226,791
- Total income / additions
- $13,371,689
- Benefits paid
- $839,995
- Administrative expenses
- $963,172
- Total expenses
- $1,803,167
- Net increase / (decrease)
- $11,568,522
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ufcw Local 1500 | AFFILIATED LOCAL UNION | $532,707 | not reported in the loaded dataset |
| Aria Employee Benefit Services | NONE | $210,230 | not reported in the loaded dataset |
| Ubs Financial Services | NONE | $107,661 | $0 |
| Ufcw Local 1500 Building, Inc | AFFILIATED TITLE HOLDING | $53,200 | not reported in the loaded dataset |
| Berdon Llp | NONE | $16,500 | not reported in the loaded dataset |
| Segal Company | NONE | $11,000 | not reported in the loaded dataset |
| Ajv LLC | NONE | $5,158 | not reported in the loaded dataset |