2023 Form 5500 filing — Ufcw Local 152 Savings 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 20241015170506NAL0015139731002) for Ufcw Local 152 Savings Plan, reported by Board Of Trustees, Ufcw Local 152 Saving under EIN 23-6421914 and plan number 001. It reports 17,739 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015170506NAL0015139731002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Ufcw Local 152 Saving
- EIN
- 23-6421914
- Plan number
- 001
- Location
- Mount Laurel, NJ
- Participants
- 17,739
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,248,852
- Total liabilities (EOY)
- $881,363
- Net assets (EOY)
- $32,367,489
- Employer contributions
- $1,111,808
- Participant contributions
- $602,131
- Total income / additions
- $3,534,484
- Benefits paid
- $3,298,523
- Administrative expenses
- $392,543
- Total expenses
- $3,691,066
- Net increase / (decrease)
- -$156,582
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tri-State Administrators, Inc. | NONE | $290,804 | not reported in the loaded dataset |
| Mspc | NONE | $25,000 | not reported in the loaded dataset |
| Morgan, Lewis Bockius, Llp | NONE | $24,792 | not reported in the loaded dataset |
| Morgan Stanley | NONE | $10,000 | not reported in the loaded dataset |