2023 Form 5500 filing — Ufcw Members, Local Unions, And Multi-Employer 401(K) 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 20241015151510NAL0014938867002) for Ufcw Members, Local Unions, And Multi-Employer 401(K) Plan, reported by Ufcw Members, Local Unions, And Mu under EIN 38-0513037 and plan number 003. It reports 1,798 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015151510NAL0014938867002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Ufcw Members, Local Unions, And Mu
- EIN
- 38-0513037
- Plan number
- 003
- Location
- Madison Heights, MI
- Participants
- 1,798
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,668,445
- Total liabilities (EOY)
- $30,069
- Net assets (EOY)
- $26,638,376
- Employer contributions
- $296,555
- Participant contributions
- $2,494,084
- Total income / additions
- $6,348,135
- Benefits paid
- $2,338,414
- Administrative expenses
- $346,152
- Total expenses
- $2,708,931
- Net increase / (decrease)
- $3,639,204
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sentinel Benefit Group | RECORDKEEPER | $131,847 | not reported in the loaded dataset |
| Cygnet Financial Planning, Inc. | INVESTMENT ADVISOR | $50,898 | not reported in the loaded dataset |
| Corporate Plan Administrators, Inc. | THIRD PARTY ADMINISTRATOR | $42,698 | not reported in the loaded dataset |
| Lotito & Lazzara, P.C. | AUDITOR | $25,000 | not reported in the loaded dataset |
| Fiduciary Firewall Consulting | CONSULTANT | $20,717 | not reported in the loaded dataset |
| Fidelity Investments | CUSTODIAN | $11,052 | not reported in the loaded dataset |
| Varnum Llp | LEGAL | $1,602 | not reported in the loaded dataset |