2023 Form 5500 filing — Ufcw & Employers Benefit Trust
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 20241015190336NAL0057789426005) for Ufcw & Employers Benefit Trust, reported by Ufcw & Employers Benefit Trust under EIN 94-6078804 and plan number 502. It reports 26,089 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015190336NAL0057789426005
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Ufcw & Employers Benefit Trust
- EIN
- 94-6078804
- Plan number
- 502
- Location
- Concord, CA
- Participants
- 26,089
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $484,088,235
- Total liabilities (EOY)
- $110,420,504
- Net assets (EOY)
- $373,667,731
- Employer contributions
- $398,280,865
- Participant contributions
- $14,234,741
- Total income / additions
- $443,923,623
- Benefits paid
- $400,506,499
- Administrative expenses
- $23,443,935
- Total expenses
- $423,950,434
- Net increase / (decrease)
- $19,973,189
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ufcw Group Administration LLC | SALARIED ADMINISTRATOR | $10,000,371 | not reported in the loaded dataset |
| Blue Shield Of California | NONE | $3,323,518 | $0 |
| Quest Diagnostic | NONE | $836,958 | $0 |
| Eide Bailly Llp | NONE | $765,575 | not reported in the loaded dataset |
| Medexpert International Inc | NONE | $723,818 | not reported in the loaded dataset |
| Delta Dental | NONE | $705,778 | not reported in the loaded dataset |
| Health Management Concepts | NONE | $528,154 | not reported in the loaded dataset |
| Segal Company | NONE | $438,333 | not reported in the loaded dataset |
| Elixir | NONE | $415,692 | not reported in the loaded dataset |
| Horizon Actuarial Services, LLC | NONE | $360,065 | not reported in the loaded dataset |
| Active Radar | NONE | $300,923 | $0 |
| Vision Service Plan | NONE | $262,682 | not reported in the loaded dataset |
| Ufcw Local 5 | SPONSOR | $262,185 | not reported in the loaded dataset |
| Seyfarth & Shaw | NONE | $259,046 | not reported in the loaded dataset |
| Pharmacy Benefit Solutions | NONE | $190,037 | not reported in the loaded dataset |
| Mccracken, Stemmerman & Holsberry | NONE | $187,808 | not reported in the loaded dataset |
| Ufcw Local 8 | SPONSOR | $184,101 | not reported in the loaded dataset |
| Ullico Investment Advisors Inc. | NONE | $167,959 | not reported in the loaded dataset |
| New England Pension Consultants | NONE | $106,082 | not reported in the loaded dataset |
| Hgk Asset Mgmt | NONE | $92,184 | not reported in the loaded dataset |
| Jace Marketing Solutions | NONE | $73,532 | $0 |
| Podiatry Plan | NONE | $69,679 | not reported in the loaded dataset |
| Lord Abbett | NONE | $58,298 | not reported in the loaded dataset |
| Ufcw Local 648 | SPONSOR | $44,940 | not reported in the loaded dataset |
| Northern Trust | NONE | $40,955 | not reported in the loaded dataset |
| Labcorp | NONE | $40,181 | not reported in the loaded dataset |
| Cigna | NONE | $37,249 | $0 |
| Community Hospital Of The Monterey | NONE | $16,000 | $0 |