2023 Form 5500 filing — Ufcw Local 342 Safety, Education, Cultural And Activities 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 20241014141718NAL0027535361001) for Ufcw Local 342 Safety, Education, Cultural And Activities Fund, reported by Bd Of Trustees Ufcw Local 342 Safety, Education, under EIN 11-2447683 and plan number 501. It reports 5,783 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014141718NAL0027535361001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bd Of Trustees Ufcw Local 342 Safety, Education,
- EIN
- 11-2447683
- Plan number
- 501
- Location
- Bohemia, NY
- Participants
- 5,783
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,761,544
- Total liabilities (EOY)
- $22,459
- Net assets (EOY)
- $3,739,085
- Employer contributions
- $2,573,621
- Total income / additions
- $2,772,173
- Benefits paid
- $1,670,717
- Administrative expenses
- $1,116,565
- Total expenses
- $2,787,282
- Net increase / (decrease)
- -$15,109
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Local 342 Welfare Fund | RELATED PARTY | $1,218,537 | not reported in the loaded dataset |
| Ufcw Local 342 Group Legal Fund | RELATED PARTY | $792,777 | not reported in the loaded dataset |
| Ufcw Local 342 Union | RELATED PARTY | $385,559 | not reported in the loaded dataset |
| Solarus Technologies | NONE | $22,251 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $17,715 | not reported in the loaded dataset |
| Simon & Milner | NONE | $9,000 | not reported in the loaded dataset |