2023 Form 5500 filing — Ufcw No. California Food Employers Joint Individual Account 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 20241014104355NAL0025953185005) for Ufcw No. California Food Employers Joint Individual Account Plan, reported by Board Of Trustees Ufcw No. California Food Employers Joint Ind Account under EIN 68-0161773 and plan number 002. It reports 53,983 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014104355NAL0025953185005
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Ufcw No. California Food Employers Joint Ind Account
- EIN
- 68-0161773
- Plan number
- 002
- Location
- Concord, CA
- Participants
- 53,983
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $254,398,579
- Total liabilities (EOY)
- $349,209
- Net assets (EOY)
- $254,049,370
- Employer contributions
- $11,336,193
- Total income / additions
- $35,423,399
- Benefits paid
- $22,887,928
- Administrative expenses
- $3,559,644
- Total expenses
- $26,447,572
- Net increase / (decrease)
- $8,975,827
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ufcw Group Administration LLC | SALARIED ADMINISTRATOR | $1,285,119 | not reported in the loaded dataset |
| Jp Morgan Morgan Chase Bank N.A. | NONE | $218,187 | not reported in the loaded dataset |
| Eide Bailly, Llp | NONE | $170,003 | not reported in the loaded dataset |
| Nis | NONE | $107,846 | not reported in the loaded dataset |
| Seyfarth Shaw Llp | NONE | $68,516 | not reported in the loaded dataset |
| Hgk Asset Management | NONE | $60,633 | $0 |
| New England Pension Consultants | NONE | $58,336 | not reported in the loaded dataset |
| Horizon Actuarial Consultants | NONE | $47,521 | not reported in the loaded dataset |
| Northern Trust | NONE | $46,017 | not reported in the loaded dataset |
| Segal Company | NONE | $45,417 | not reported in the loaded dataset |
| Ufcw Local 5 | SPONSOR | $32,954 | not reported in the loaded dataset |
| Ufcw Local 8 | SPONSOR | $23,637 | not reported in the loaded dataset |
| Wellington | NONE | $22,750 | not reported in the loaded dataset |
| Mccracken, Stemerman & Holsberry | NONE | $22,746 | not reported in the loaded dataset |
| Ufcw Local 648 | SPONSOR | $6,477 | not reported in the loaded dataset |