2023 Form 5500 filing — Ufcw Comprehensive Benefits 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 20241015212629NAL0015426835004) for Ufcw Comprehensive Benefits Trust, reported by Ufcw Comprehensive Benefits Trust under EIN 82-2616834 and plan number 502. It reports 1,686 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015212629NAL0015426835004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Ufcw Comprehensive Benefits Trust
- EIN
- 82-2616834
- Plan number
- 502
- Location
- Concord, CA
- Participants
- 1,686
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,767,646
- Total liabilities (EOY)
- $9,468,390
- Net assets (EOY)
- $9,299,256
- Employer contributions
- $30,199,267
- Participant contributions
- $1,291,347
- Total income / additions
- $31,815,512
- Benefits paid
- $26,185,799
- Administrative expenses
- $1,858,833
- Total expenses
- $28,044,632
- Net increase / (decrease)
- $3,770,880
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ufcw Group Administration LLC | SALARIED ADMINISTRATOR | $827,943 | not reported in the loaded dataset |
| Blue Shield Of California | NONE | $257,884 | $0 |
| Segal Company | NONE | $91,817 | not reported in the loaded dataset |
| Seyfarth & Shaw | NONE | $90,248 | not reported in the loaded dataset |
| Eide Bailly Llp | NONE | $76,481 | not reported in the loaded dataset |
| Horizon Actuarial Services, LLC | NONE | $72,286 | not reported in the loaded dataset |
| Quest Diagnostics | NONE | $65,311 | $0 |
| Medexpert International | NONE | $42,725 | not reported in the loaded dataset |
| Delta Dental | NONE | $38,646 | not reported in the loaded dataset |
| Health Management Concepts | NONE | $38,005 | not reported in the loaded dataset |
| Elixir | NONE | $35,170 | not reported in the loaded dataset |
| Ufcw Union Local 5 | SPONSOR | $18,202 | not reported in the loaded dataset |
| Vision Service Plan | NONE | $17,304 | not reported in the loaded dataset |
| Ufcw Union Local 8 | SPONSOR | $13,931 | not reported in the loaded dataset |
| Cypress Dental | NONE | $13,597 | not reported in the loaded dataset |
| Mccracken, Stemmerman & Hollsberry | NONE | $10,786 | not reported in the loaded dataset |
| Jace Marketing Solutions | NONE | $6,105 | $0 |
| Podiatry Plan | NONE | $5,489 | not reported in the loaded dataset |