2023 Form 5500 filing — Ufcw Local One Active Health Care 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 20250123123636NAL0010311536001) for Ufcw Local One Active Health Care Fund, reported by Brd Of Ttees Ufcw Local One Active Health Care Fund under EIN 16-0915820 and plan number 501. It reports 8,021 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250123123636NAL0010311536001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Brd Of Ttees Ufcw Local One Active Health Care Fund
- EIN
- 16-0915820
- Plan number
- 501
- Location
- Oriskany, NY
- Participants
- 8,021
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $82,140,372
- Total liabilities (EOY)
- $15,413,289
- Net assets (EOY)
- $66,727,083
- Employer contributions
- $67,831,505
- Participant contributions
- $209,198
- Total income / additions
- $73,071,843
- Benefits paid
- $56,152,236
- Administrative expenses
- $1,844,944
- Total expenses
- $57,997,180
- Net increase / (decrease)
- $15,074,663
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Excellus Bluecross Blueshield | NONE | $1,851,109 | not reported in the loaded dataset |
| Payer Matrix LLC | NONE | $1,809,380 | not reported in the loaded dataset |
| Uprise Health/Hmc Healthworks, Inc. | NONE | $310,366 | not reported in the loaded dataset |
| The Segal Company | NONE | $254,133 | not reported in the loaded dataset |
| Loomis Company | NONE | $197,171 | not reported in the loaded dataset |
| Healthsmart Rx Solutions | NONE | $142,448 | not reported in the loaded dataset |
| Slevin & Hart, Pc | ATTORNEY | $124,504 | not reported in the loaded dataset |
| Michael Ciancaglini | EMPLOYEE | $121,600 | not reported in the loaded dataset |
| Jean Pawelek | EMPLOYEE | $92,953 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | RECORDKEEPING AND INFO | $90,262 | not reported in the loaded dataset |
| Regina Heiland | EMPLOYEE | $58,100 | not reported in the loaded dataset |
| Charlene Broccoli | EMPLOYEE | $55,776 | not reported in the loaded dataset |
| Cheryl Graziano | EMPLOYEE | $52,120 | not reported in the loaded dataset |
| Johanna Paciello | EMPLOYEE | $49,487 | not reported in the loaded dataset |
| Chartwell Investment Partners LLC | INVESTMENT MANAGER | $45,767 | not reported in the loaded dataset |
| Weaver & Tidwell, Llp | ACCOUNTANT | $44,379 | not reported in the loaded dataset |
| Victoria Battista | EMPLOYEE | $43,896 | not reported in the loaded dataset |
| Jenna Mosca | EMPLOYEE | $43,664 | not reported in the loaded dataset |
| Davis Vision | NONE | $28,492 | not reported in the loaded dataset |
| Emilia D'Ambro | EMPLOYEE | $26,141 | not reported in the loaded dataset |
| Peter Decarlo Cpa Pllc | UNION ACCOUNTANT | $25,000 | not reported in the loaded dataset |
| Bondartech | IT CONSULTANT | $20,078 | not reported in the loaded dataset |
| Northern Trust Company | INVESTMENT CUSTODIAN | $10,000 | not reported in the loaded dataset |
| Investment Performance Services | INVESTMENT CONSULTANT | $5,000 | not reported in the loaded dataset |