2023 Form 5500 filing — Ufcw Local Union 1189 And St. Paul Food Employers Defined Contribution 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 20241015012441NAL0014010675001) for Ufcw Local Union 1189 And St. Paul Food Employers Defined Contribution Plan, reported by Trustees Of Ufcw Local Union 1189 And St. Paul Food Employers Def Cont under EIN 41-1930820 and plan number 001. It reports 7,102 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015012441NAL0014010675001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Ufcw Local Union 1189 And St. Paul Food Employers Def Cont
- EIN
- 41-1930820
- Plan number
- 001
- Location
- Bloomington, MN
- Participants
- 7,102
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $199,991,135
- Total liabilities (EOY)
- $439,232
- Net assets (EOY)
- $199,551,903
- Employer contributions
- $6,417,705
- Participant contributions
- $2,403,055
- Total income / additions
- $42,922,429
- Benefits paid
- $9,336,832
- Administrative expenses
- $560,242
- Total expenses
- $9,897,074
- Net increase / (decrease)
- $33,025,355
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman, Inc | NONE | $391,924 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $36,408 | $0 |
| Legacy Professionals Llp | NONE | $19,500 | not reported in the loaded dataset |
| Fiducient Advisors | NONE | $17,550 | not reported in the loaded dataset |
| Wilson-Mcshane Corporation | NONE | $15,600 | not reported in the loaded dataset |
| Mcgrann Shea Carnival Straughn Lamb | NONE | $12,867 | not reported in the loaded dataset |
| Fr Secure | NONE | $11,583 | not reported in the loaded dataset |
| Shumaker, Loop, & Kendrick, Llp | NONE | $9,822 | not reported in the loaded dataset |