2023 Form 5500 filing — Ufcw Local One Retiree 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 20250123123636NAL0010311536002) for Ufcw Local One Retiree Health Care Fund, reported by Brd Of Ttees Ufcw Local One Retiree Health Care Fund under EIN 16-0915820 and plan number 502. It reports 1,195 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250123123636NAL0010311536002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Brd Of Ttees Ufcw Local One Retiree Health Care Fund
- EIN
- 16-0915820
- Plan number
- 502
- Location
- Oriskany, NY
- Participants
- 1,195
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $700,905
- Total liabilities (EOY)
- $519,565
- Net assets (EOY)
- $181,340
- Employer contributions
- $49,185
- Total income / additions
- $49,185
- Benefits paid
- $31,751
- Administrative expenses
- $26,951
- Total expenses
- $58,702
- Net increase / (decrease)
- -$9,517
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Segal Company | ACTUARY AND CONSULTANT | $12,000 | not reported in the loaded dataset |
| Weaver & Tidwell, Llp | AUDITOR | $10,300 | not reported in the loaded dataset |