2023 Form 5500 filing — Ufcw Local 400 & Employers Health & Welfare 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 20241115172509NAL0000700531003) for Ufcw Local 400 & Employers Health & Welfare Fund, reported by Board Of Trustees- Ufcw Local 400 Health & Welfare Fund under EIN 55-0393244 and plan number 501. It reports 2,938 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241115172509NAL0000700531003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees- Ufcw Local 400 Health & Welfare Fund
- EIN
- 55-0393244
- Plan number
- 501
- Location
- South Charleston, WV
- Participants
- 2,938
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,099,081
- Total liabilities (EOY)
- $261,156
- Net assets (EOY)
- $1,837,925
- Employer contributions
- $26,046,337
- Participant contributions
- $975,720
- Total income / additions
- $27,108,915
- Benefits paid
- $26,050,120
- Administrative expenses
- $1,292,631
- Total expenses
- $27,342,751
- Net increase / (decrease)
- -$233,836
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Anthem Insurance Companies | NONE | $778,629 | not reported in the loaded dataset |
| Reinhart, Boerner, Van Deuren | NONE | $158,740 | not reported in the loaded dataset |
| Benesys, Inc | NONE | $155,080 | not reported in the loaded dataset |
| Milliman Inc. | NONE | $98,404 | not reported in the loaded dataset |
| Slevin & Hart, P.C. | NONE | $98,402 | not reported in the loaded dataset |
| Calibre Cpa Group, Pllc | NONE | $69,896 | not reported in the loaded dataset |
| Nancy Duff | EMPLOYEE | $55,130 | not reported in the loaded dataset |
| Kimberly Rogers | EMPLOYEE | $38,919 | not reported in the loaded dataset |
| April Smith | EMPLOYEE | $36,569 | not reported in the loaded dataset |
| Delta Dental Of Pennsylvania | NONE | $35,439 | not reported in the loaded dataset |
| D Street LLC | NONE | $34,956 | not reported in the loaded dataset |
| Elizabeth Gunnoe | EMPLOYEE | $32,561 | not reported in the loaded dataset |
| Jones Printing Service, Inc. | NONE | $21,845 | not reported in the loaded dataset |
| Group Vision Services | NONE | $13,658 | not reported in the loaded dataset |
| United Actuarial | NONE | $10,750 | not reported in the loaded dataset |