2023 Form 5500 filing — Ufcw Unions And Participating Employers Health And 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 20241015164540NAL0029157025001) for Ufcw Unions And Participating Employers Health And Welfare Fund, reported by Board Of Trustees, Ufcw Unions And Participating Employers Health And under EIN 52-6044428 and plan number 502. It reports 1,153 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015164540NAL0029157025001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Ufcw Unions And Participating Employers Health And
- EIN
- 52-6044428
- Plan number
- 502
- Location
- Landover, MD
- Participants
- 1,153
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,198,492
- Total liabilities (EOY)
- $1,702,263
- Net assets (EOY)
- $4,496,229
- Employer contributions
- $10,366,807
- Participant contributions
- $1,028,027
- Total income / additions
- $11,853,389
- Benefits paid
- $9,502,814
- Administrative expenses
- $962,106
- Total expenses
- $10,464,920
- Net increase / (decrease)
- $1,388,469
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Associated Administrators LLC | NONE | $340,307 | not reported in the loaded dataset |
| Conifer Value Based Care LLC | NONE | $145,413 | not reported in the loaded dataset |
| Slevin & Hart Pc | NONE | $127,611 | not reported in the loaded dataset |
| Morgan Lewis & Bockius Llp | NONE | $78,058 | not reported in the loaded dataset |
| The Segal Company | NONE | $75,014 | not reported in the loaded dataset |
| Withumsmith+Brown | NONE | $54,880 | not reported in the loaded dataset |
| Carefirst | NONE | $28,912 | not reported in the loaded dataset |
| Carelon Behavioral Health, Inc. | NONE | $23,368 | not reported in the loaded dataset |