2023 Form 5500 filing — Ucfw Unions And Employers Legal Assistance 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 20241014131112NAL0046072272005) for Ucfw Unions And Employers Legal Assistance Fund, reported by Board Of Trustees Of Ufcw Unions And Employers Legal Assistance Fund under EIN 58-1370485 and plan number 502. It reports 15,467 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014131112NAL0046072272005
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Ufcw Unions And Employers Legal Assistance Fund
- EIN
- 58-1370485
- Plan number
- 502
- Location
- Atlanta, GA
- Participants
- 15,467
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $908,806
- Total liabilities (EOY)
- $282,672
- Net assets (EOY)
- $626,134
- Employer contributions
- $1,469,314
- Total income / additions
- $1,472,620
- Benefits paid
- $1,058,731
- Administrative expenses
- $481,543
- Total expenses
- $1,540,274
- Net increase / (decrease)
- -$67,654
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lisa Carter | PLAN EMPLOYEE | $185,518 | not reported in the loaded dataset |
| Hadley Recor | PLAN EMPLOYEE | $117,386 | not reported in the loaded dataset |
| Mark Hinds | PLAN EMPLOYEE | $108,835 | not reported in the loaded dataset |
| Stanley Johnson | PLAN EMPLOYEE | $104,256 | not reported in the loaded dataset |
| Ufcw Benefits Administration LLC | ADMINISTRATOR | $82,846 | not reported in the loaded dataset |
| Chanell Owens | PLAN EMPLOYEE | $73,566 | not reported in the loaded dataset |
| Charbe Duncan | PLAN EMPLOYEE | $63,535 | not reported in the loaded dataset |
| Slevin & Hart | NONE | $54,669 | not reported in the loaded dataset |
| Monzerrath Medina | PLAN EMPLOYEE | $47,195 | not reported in the loaded dataset |
| Michelle Holliday | PLAN EMPLOYEE | $41,433 | not reported in the loaded dataset |
| Taylor Gray | PLAN EMPLOYEE | $37,770 | not reported in the loaded dataset |
| Angela Davis | EMPLOYEE | $32,595 | not reported in the loaded dataset |
| Myia Robinson | EMPLOYEE | $30,890 | not reported in the loaded dataset |
| Calibre Cpa Group, Pllc | NONE | $21,071 | not reported in the loaded dataset |
| Bha Consulting | NONE | $6,018 | not reported in the loaded dataset |