2023 Form 5500 filing — Alaska United Food & Commercial Workers Health & Welfare Trust
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 20241014181446NAL0028064033001) for Alaska United Food & Commercial Workers Health & Welfare Trust, reported by Ak Ufcw Health & Welfare Trust Board Of Trustees under EIN 92-6003453 and plan number 501. It reports 1,716 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014181446NAL0028064033001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Ak Ufcw Health & Welfare Trust Board Of Trustees
- EIN
- 92-6003453
- Plan number
- 501
- Location
- Tualatin, OR
- Participants
- 1,716
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,621,155
- Total liabilities (EOY)
- $3,118,173
- Net assets (EOY)
- $18,502,982
- Employer contributions
- $21,464,797
- Participant contributions
- $1,348,730
- Total income / additions
- $23,997,627
- Benefits paid
- $17,923,136
- Administrative expenses
- $665,834
- Total expenses
- $18,588,970
- Net increase / (decrease)
- $5,408,657
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Labor Trust Services, Inc. | NONE | $725,153 | not reported in the loaded dataset |
| Aetna, Inc. | NONE | $273,329 | not reported in the loaded dataset |
| Beacon Ohss, Inc. | NONE | $227,200 | not reported in the loaded dataset |
| Rael & Letson | NONE | $178,741 | not reported in the loaded dataset |
| Health Care Cost Mgmt Corp Of Ak | NONE | $51,031 | not reported in the loaded dataset |
| Alaska Vaccine Assessment Program | NONE | $36,198 | not reported in the loaded dataset |
| Barlow Coughran Morales | NONE | $33,531 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | NONE | $30,900 | not reported in the loaded dataset |
| Anastasi, Moore & Martin, Pllc | NONE | $23,985 | not reported in the loaded dataset |
| Transcarent | NONE | $17,624 | not reported in the loaded dataset |
| Marsh & Mclennan Agency LLC | NONE | $14,970 | not reported in the loaded dataset |
| Meketa Investment Group, Inc. | NONE | $12,500 | not reported in the loaded dataset |
| Bank Of America Corporation | NONE | $8,279 | not reported in the loaded dataset |