2023 Form 5500 filing — Mufcw Union And Employers Joint Prepaid Legal 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 20250115164332NAL0021986513001) for Mufcw Union And Employers Joint Prepaid Legal Plan, reported by Mufcw Union And Employers Joint Prepaid Legal under EIN 38-3136636 and plan number 501. It reports 8,236 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)$834.5KReported net assets$834,511
Participants8.2K8,236
Provider compensation$194.2K5 Schedule C row(s)$194,216
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250115164332NAL0021986513001
- Plan sponsor
- Mufcw Union And Employers Joint Prepaid Legal
- EIN
- 38-3136636
- Plan number
- 501
- 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)$852.7K total assets
Net assets$834.5KLiabilities$18.2K
Full reported line items
- Total assets (EOY)
- $852,744
- Total liabilities (EOY)
- $18,233
- Net assets (EOY)
- $834,511
- Employer contributions
- $302,583
- Total income / additions
- $381,233
- Benefits paid
- $198,590
- Administrative expenses
- $159,217
- Total expenses
- $357,807
- Net increase / (decrease)
- $23,426
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Heartland Benefit Plan | NONE | $84,725 | not reported in the loaded dataset |
| Paskel, Tashman & Walker Pc | NONE | $72,008 | not reported in the loaded dataset |
| Sikich Llp | NONE | $14,750 | not reported in the loaded dataset |
| Mcknight, Canzano, Smith, Radtke & | NONE | $14,400 | not reported in the loaded dataset |
| Comerica Bank | NONE | $8,333 | not reported in the loaded dataset |