2023 Form 5500 filing — U.F.C.W. And Employers Kansas And Missouri Health And Welfare Trust 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 20241015111616NAL0014465491004) for U.F.C.W. And Employers Kansas And Missouri Health And Welfare Trust Fund, reported by Trustees Of U.F.C.W. & Employers Kansas And Missouri Health & Welfare under EIN 43-0797957 and plan number 501. It reports 1,192 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015111616NAL0014465491004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of U.F.C.W. & Employers Kansas And Missouri Health & Welfare
- EIN
- 43-0797957
- Plan number
- 501
- Location
- Pembroke Pines, FL
- Participants
- 1,192
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,614,608
- Total liabilities (EOY)
- $1,043,376
- Net assets (EOY)
- $33,571,232
- Employer contributions
- $16,224,751
- Participant contributions
- $1,452,413
- Total income / additions
- $20,554,056
- Benefits paid
- $11,502,250
- Administrative expenses
- $830,980
- Total expenses
- $12,333,230
- Net increase / (decrease)
- $8,220,826
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cigna Health & Life Insurance Compa | NONE | $426,518 | $0 |
| National Employee Benefit Administr | NONE | $398,939 | not reported in the loaded dataset |
| Slevin & Hart Pc | NONE | $143,578 | not reported in the loaded dataset |
| Legacy Professionals, Llp | NONE | $64,997 | not reported in the loaded dataset |
| Commerce Trust Company | NONE | $55,191 | not reported in the loaded dataset |
| Elixir Rx Solutions | NONE | $49,049 | not reported in the loaded dataset |
| Delta Dental Of Missouri | NONE | $46,129 | not reported in the loaded dataset |
| Medexpert International, Inc. | NONE | $33,189 | not reported in the loaded dataset |
| Bha Consulting, LLC | NONE | $29,689 | not reported in the loaded dataset |
| Spencer Fane, Llp | NONE | $27,548 | not reported in the loaded dataset |
| Strategic Capital Investment Adviso | NONE | $27,500 | not reported in the loaded dataset |
| Top Drawer | NONE | $19,817 | not reported in the loaded dataset |
| Segal Select Insurance Services Inc | NONE | $0 | $5,198 |