2023 Form 5500 filing — Ufcw Heartland Pension 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 20241015192657NAL0059372466001) for Ufcw Heartland Pension Fund, reported by Board Of Trustees Of Ufcw Heartland Pension Fund under EIN 31-6056028 and plan number 001. It reports 2,080 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015192657NAL0059372466001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Ufcw Heartland Pension Fund
- EIN
- 31-6056028
- Plan number
- 001
- Location
- Dayton, OH
- Participants
- 2,080
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $59,550,700
- Total liabilities (EOY)
- $62,198
- Net assets (EOY)
- $59,488,502
- Employer contributions
- $384,356
- Total income / additions
- $5,264,583
- Benefits paid
- $5,232,198
- Administrative expenses
- $560,929
- Total expenses
- $5,793,127
- Net increase / (decrease)
- -$528,544
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Heartland Benefit Plan Administrato | NONE | $114,907 | not reported in the loaded dataset |
| Sikich Llp | NONE | $78,405 | not reported in the loaded dataset |
| Buck Global LLC | NONE | $61,212 | not reported in the loaded dataset |
| Reinhart Boerner Van Deuren S.C. | NONE | $60,465 | not reported in the loaded dataset |
| Fifth Third Bank Retirement Service | NONE | $57,044 | $0 |
| Marquette Associates, Inc. | NONE | $30,500 | not reported in the loaded dataset |
| Segal Select Insurance Services, In | NONE | $0 | $3,972 |