2023 Form 5500 filing — United Food And Commercial Workers Welfare Trust
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 20250213142028NAL0011871427001) for United Food And Commercial Workers Welfare Trust, reported by United Food And Commercial Workers Welfare Trust under EIN 91-6049498 and plan number 501. It reports 2,741 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250213142028NAL0011871427001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- United Food And Commercial Workers Welfare Trust
- EIN
- 91-6049498
- Plan number
- 501
- Location
- Spokane, WA
- Participants
- 2,741
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $55,937,105
- Total liabilities (EOY)
- $6,553,282
- Net assets (EOY)
- $49,383,823
- Employer contributions
- $42,131,694
- Participant contributions
- $2,745,643
- Total income / additions
- $46,349,542
- Benefits paid
- $41,681,271
- Administrative expenses
- $1,450,628
- Total expenses
- $43,131,899
- Net increase / (decrease)
- $3,217,643
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aetna | NONE | $864,434 | not reported in the loaded dataset |
| Aw Rehn & Associates | NONE | $849,609 | not reported in the loaded dataset |
| Delta Dental | NONE | $125,170 | not reported in the loaded dataset |
| Renalogic | NONE | $116,336 | not reported in the loaded dataset |
| Rael & Letson | NONE | $103,060 | not reported in the loaded dataset |
| Loomis Sayles | NONE | $98,587 | not reported in the loaded dataset |
| Empirx Health | NONE | $55,231 | not reported in the loaded dataset |
| Washington Trust Bank | PARTY-IN-INTEREST | $40,085 | not reported in the loaded dataset |
| Hccmca | NONE | $34,502 | not reported in the loaded dataset |
| Mckenzie Rothwell Barlow & Coughran | NONE | $31,368 | not reported in the loaded dataset |
| Avnew Health | NONE | $26,667 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | NONE | $22,568 | not reported in the loaded dataset |
| Anastasi & Moore | NONE | $21,878 | not reported in the loaded dataset |
| Greenlight | NONE | $7,915 | not reported in the loaded dataset |
| Lawton Printing | NONE | $2,539 | not reported in the loaded dataset |