2023 Form 5500 filing — Western Grocers Employee Benefits Plan & 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 20241015110201NAL0047483856003) for Western Grocers Employee Benefits Plan & Trust, reported by Unified Grocers, Inc. under EIN 95-0615250 and plan number 520. It reports 1,044 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015110201NAL0047483856003
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Unified Grocers, Inc.
- EIN
- 95-0615250
- Plan number
- 520
- Location
- Portland, OR
- Participants
- 1,044
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $587,122
- Total liabilities (EOY)
- $37,708
- Net assets (EOY)
- $549,414
- Total income / additions
- $299,242
- Benefits paid
- $371,547
- Administrative expenses
- $192,788
- Total expenses
- $564,335
- Net increase / (decrease)
- -$265,093
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Jody Brown | NONE | $64,394 | not reported in the loaded dataset |
| Kkc Services, Inc. | NONE | $30,243 | not reported in the loaded dataset |
| Shannon Betz | NONE | $14,442 | not reported in the loaded dataset |
| Joseph Ney | CHAIRPERSON | $12,899 | not reported in the loaded dataset |
| Lane Powell | NONE | $12,833 | not reported in the loaded dataset |
| Kern & Thompson, LLC | NONE | $12,000 | not reported in the loaded dataset |
| Covenant Technology Solutions, Inc. | NONE | $6,812 | not reported in the loaded dataset |
| Cypress Benefit Adminstrators | NONE | $6,000 | not reported in the loaded dataset |