2023 Form 5500 filing — Ufcw Local 1000 And Kroger Dallas Health & Welfare 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 20241015125650NAL0049492720001) for Ufcw Local 1000 And Kroger Dallas Health & Welfare Fund, reported by Ufcw Local 1000 And Kroger Dallas Health & Welfare Fund under EIN 31-1586967 and plan number 501. It reports 9,411 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015125650NAL0049492720001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ufcw Local 1000 And Kroger Dallas Health & Welfare Fund
- EIN
- 31-1586967
- Plan number
- 501
- Location
- Pembroke Pines, FL
- Participants
- 9,411
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,130,221
- Total liabilities (EOY)
- $10,571,309
- Net assets (EOY)
- $12,558,912
- Employer contributions
- $27,520,129
- Participant contributions
- $2,111,902
- Total income / additions
- $31,138,437
- Benefits paid
- $31,191,791
- Administrative expenses
- $2,528,053
- Total expenses
- $33,719,844
- Net increase / (decrease)
- -$2,581,407
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| National Employee Benefits Admin | not reported in the loaded dataset | $2,354,075 | not reported in the loaded dataset |
| Hst Technology Solutions | not reported in the loaded dataset | $400,951 | not reported in the loaded dataset |
| Horizon Actuarial Services LLC | not reported in the loaded dataset | $174,814 | not reported in the loaded dataset |
| Med Expert | not reported in the loaded dataset | $150,844 | not reported in the loaded dataset |
| Lapadula Carlson & Co. | not reported in the loaded dataset | $80,335 | not reported in the loaded dataset |
| Top Drawer Media | not reported in the loaded dataset | $51,941 | not reported in the loaded dataset |
| Godwin, Morris, Laurenzi & Bloomfie | not reported in the loaded dataset | $35,825 | not reported in the loaded dataset |
| Segal Select Insurance Service | not reported in the loaded dataset | $25,895 | not reported in the loaded dataset |
| Smart Data Solutions | not reported in the loaded dataset | $9,047 | not reported in the loaded dataset |