2023 Form 5500 filing — Ufcw Local 1-D 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 20241015170210NAL0030427793001) for Ufcw Local 1-D 401(K) Plan, reported by The Board Of Trustees Of The Ufcw Local 1-D 401k under EIN 82-2171406 and plan number 001. It reports 431 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015170210NAL0030427793001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- The Board Of Trustees Of The Ufcw Local 1-D 401k
- EIN
- 82-2171406
- Plan number
- 001
- Location
- Brooklyn, NY
- Participants
- 431
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,492,625
- Total liabilities (EOY)
- $23,068
- Net assets (EOY)
- $14,469,557
- Employer contributions
- $437,550
- Participant contributions
- $1,377,016
- Total income / additions
- $3,774,660
- Benefits paid
- $1,224,798
- Administrative expenses
- $127,990
- Total expenses
- $1,357,467
- Net increase / (decrease)
- $2,417,193
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $68,058 | $0 |
| Long Island Employee Benefits Group | TPA | $42,468 | $0 |
| Cetera Advisor Networks LLC | BROKER | $0 | $23,642 |
| Zazzali Fagella Nowak Kleinbaum Fri | LEGAL | $7,690 | not reported in the loaded dataset |
| Kp Lynch Cpa Pc | AUDIT | $7,056 | not reported in the loaded dataset |
| Robert P. Brady Agency Inc. | OTHER | $6,489 | not reported in the loaded dataset |
| Cetera Financial Group | BROKER | $0 | $5,088 |