2023 Form 5500 filing — Ufcw Local 342 Savings And 401(K) 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 20241014174540NAL0053409234003) for Ufcw Local 342 Savings And 401(K) Plan, reported by Board Of Trustees Ufcw Local 342 Savings And 401(K) under EIN 56-2364474 and plan number 001. It reports 10,012 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014174540NAL0053409234003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Ufcw Local 342 Savings And 401(K)
- EIN
- 56-2364474
- Plan number
- 001
- Location
- Bohemia, NY
- Participants
- 10,012
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $110,816,356
- Total liabilities (EOY)
- $148,373
- Net assets (EOY)
- $110,667,983
- Employer contributions
- $7,588,387
- Participant contributions
- $1,839,575
- Total income / additions
- $24,738,940
- Benefits paid
- $5,343,124
- Administrative expenses
- $1,524,673
- Total expenses
- $7,138,303
- Net increase / (decrease)
- $17,600,637
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ufcw Local 342 Welfare Fund | RELATED PARTY | $517,128 | not reported in the loaded dataset |
| John Hancock Retirement Plan Servic | NONE | $413,687 | $0 |
| Ufcw Local 342 Operating Account | RELATED PARTY | $373,532 | not reported in the loaded dataset |
| Ufcw Local 342 | RELATED PARTY | $143,445 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $36,790 | not reported in the loaded dataset |
| Quan-Vest Consultants | NONE | $30,996 | not reported in the loaded dataset |
| Archer Byington Glennon & Levine | NONE | $11,408 | not reported in the loaded dataset |