2023 Form 5500 filing — Walgreen Co. & Local 648 Welfare Trust 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 20241014103848NAL0013148323004) for Walgreen Co. & Local 648 Welfare Trust Fund, reported by Board Of Trustees Walgreen Co. & Local 648 Welfare Trust Fund under EIN 94-3087852 and plan number 501. It reports 549 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014103848NAL0013148323004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Board Of Trustees Walgreen Co. & Local 648 Welfare Trust Fund
- EIN
- 94-3087852
- Plan number
- 501
- Location
- Concord, CA
- Participants
- 549
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,153,974
- Total liabilities (EOY)
- $1,656,853
- Net assets (EOY)
- $497,121
- Employer contributions
- $7,313,609
- Participant contributions
- $2,043,941
- Total income / additions
- $9,357,550
- Benefits paid
- $9,131,640
- Administrative expenses
- $174,858
- Total expenses
- $9,306,498
- Net increase / (decrease)
- $51,052
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Segal Company | NONE | $54,027 | not reported in the loaded dataset |
| Ufcw Group Administration LLC | SALARIED ADMINISTRATOR | $25,110 | not reported in the loaded dataset |
| Eide Bailly Llp | NONE | $21,000 | not reported in the loaded dataset |
| Optum Rx | NONE | $16,257 | not reported in the loaded dataset |
| Vision Service Plan | NONE | $11,215 | not reported in the loaded dataset |
| Delta Dental | NONE | $10,723 | not reported in the loaded dataset |
| Saltzman And Johnson | NONE | $6,900 | not reported in the loaded dataset |