2023 Form 5500 filing — Mufcw Unions And Employers Retiree 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 20250115162306NAL0021936081001) for Mufcw Unions And Employers Retiree Plan, reported by Mufcw Unions And Employees Retiree Plan under EIN 38-2427401 and plan number 502. It reports 158 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 1 · 2023
Filing snapshot
Net assets (EOY)$3.5MReported net assets$3,527,405
Participants158
Provider compensation$299.1K5 Schedule C row(s)$299,136
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250115162306NAL0021936081001
- Plan sponsor
- Mufcw Unions And Employees Retiree Plan
- EIN
- 38-2427401
- Plan number
- 502
- Location
- Dayton, OH
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$3.7M total assets
Net assets$3.5MLiabilities$180.2K
Full reported line items
- Total assets (EOY)
- $3,707,647
- Total liabilities (EOY)
- $180,242
- Net assets (EOY)
- $3,527,405
- Participant contributions
- $284,454
- Total income / additions
- $376,214
- Benefits paid
- $1,409,776
- Administrative expenses
- $239,239
- Total expenses
- $1,649,015
- Net increase / (decrease)
- -$1,272,801
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Heartland Benefit Administrators | NONE | $103,403 | not reported in the loaded dataset |
| Reinhart, Boerner, Et Al | NONE | $78,437 | not reported in the loaded dataset |
| Community Insurance Company | NONE | $76,171 | not reported in the loaded dataset |
| Bha Consulting Inc. | NONE | $24,375 | not reported in the loaded dataset |
| Sikich, Llp | NONE | $16,750 | not reported in the loaded dataset |