2023 Form 5500 filing — Ufcw Local 1776 & Participating Employers Legal 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 20241015144123NAL0014866243002) for Ufcw Local 1776 & Participating Employers Legal Trust Fund, reported by Ufcw Local 1776 & Participating Employer Legal Trust Fund under EIN 23-2069083 and plan number 501. It reports 2,612 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015144123NAL0014866243002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Ufcw Local 1776 & Participating Employer Legal Trust Fund
- EIN
- 23-2069083
- Plan number
- 501
- Location
- Plymouth Meeting, PA
- Participants
- 2,612
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $732,649
- Total liabilities (EOY)
- $5,239
- Net assets (EOY)
- $727,410
- Employer contributions
- $444,194
- Total income / additions
- $479,904
- Benefits paid
- $354,594
- Administrative expenses
- $95,747
- Total expenses
- $450,341
- Net increase / (decrease)
- $29,563
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Young Law Group, Pc | NONE | $354,594 | not reported in the loaded dataset |
| Healthcare Strategies Inc | NONE | $45,301 | not reported in the loaded dataset |
| Stevens & Lee | NONE | $11,768 | not reported in the loaded dataset |
| Alan Ross & Company Pc | NONE | $5,050 | not reported in the loaded dataset |