2023 Form 5500 filing — Ufcw Union Local 88 & Employers Health & Welfare F

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 20250114154525NAL0032986928002) for Ufcw Union Local 88 & Employers Health & Welfare F, reported by Ufcw Union Local 88 & Employers Health & under EIN 20-0946697 and plan number 501. It reports 1,308 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250114154525NAL0032986928002
Filing year
2023
Form type
1
Plan sponsor
Ufcw Union Local 88 & Employers Health &
EIN
20-0946697
Plan number
501
Location
St. Louis, MO
Participants
1,308
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$18,396,798
Total liabilities (EOY)
$997,906
Net assets (EOY)
$17,398,892
Employer contributions
$15,540,520
Participant contributions
$385,937
Total income / additions
$17,130,891
Benefits paid
$12,828,512
Administrative expenses
$903,328
Total expenses
$13,731,840
Net increase / (decrease)
$3,399,051
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
AetnaNONE$478,732not reported in the loaded dataset
Zenith American AdministratorsNONE$132,224not reported in the loaded dataset
Burr OakNONE$66,672not reported in the loaded dataset
Anders Minkler Huber & HelmNONE$28,446not reported in the loaded dataset
SegalNONE$25,000not reported in the loaded dataset
Spector Wolfe And MclaughlinNONE$19,786not reported in the loaded dataset

Related Form 5500 pages