2023 Form 5500 filing — Ufcw Union Local 1189 And St. Paul Food Employers Health Care 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 20241216171753NAL0000937123005) for Ufcw Union Local 1189 And St. Paul Food Employers Health Care Plan, reported by Trustees Ufcw Union Local 1189 And St. Paul Food Employers Health Care under EIN 41-6051513 and plan number 501. It reports 1,902 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241216171753NAL0000937123005
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Ufcw Union Local 1189 And St. Paul Food Employers Health Care
- EIN
- 41-6051513
- Plan number
- 501
- Location
- Bloomington, MN
- Participants
- 1,902
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,676,860
- Total liabilities (EOY)
- $1,988,309
- Net assets (EOY)
- $13,688,551
- Employer contributions
- $22,599,305
- Participant contributions
- $665,134
- Total income / additions
- $24,295,530
- Benefits paid
- $19,559,231
- Administrative expenses
- $311,716
- Total expenses
- $19,870,947
- Net increase / (decrease)
- $4,424,583
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wilson-Mcshane Corporation | NONE | $632,854 | not reported in the loaded dataset |
| Umr, Inc. | NONE | $513,194 | $4,150 |
| T.E.A.M., LLC | NONE | $67,603 | not reported in the loaded dataset |
| Ddmn Aso LLC | NONE | $51,704 | not reported in the loaded dataset |
| Benevelle Consulting Corporation | NONE | $41,000 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $22,675 | not reported in the loaded dataset |
| Shumaker, Loop & Kendrick | NONE | $21,284 | not reported in the loaded dataset |
| Kutak Rock, Llp | NONE | $16,605 | not reported in the loaded dataset |
| Segall Bryant & Hamill | NONE | $10,241 | not reported in the loaded dataset |
| Us Bank | NONE | $7,500 | $0 |