2023 Form 5500 filing — U.F.C.W. Local 1529 Retiree 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 20250317171513NAL0002933264002) for U.F.C.W. Local 1529 Retiree Fund, reported by Ufcw Local 1529 Retiree Fund under EIN 46-1465087 and plan number 501. It reports 492 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250317171513NAL0002933264002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Ufcw Local 1529 Retiree Fund
- EIN
- 46-1465087
- Plan number
- 501
- Location
- Cordova, TN
- Participants
- 492
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,754,160
- Total liabilities (EOY)
- $42,369
- Net assets (EOY)
- $2,711,791
- Participant contributions
- $88,650
- Total income / additions
- $166,323
- Benefits paid
- $404,412
- Administrative expenses
- $156,087
- Total expenses
- $560,499
- Net increase / (decrease)
- -$394,176
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Horizon Actuarial Services, LLC | NONE | $62,398 | not reported in the loaded dataset |
| Administrative Consulting Services | NONE | $47,393 | not reported in the loaded dataset |
| Calibre Cpa Group Pllc | NONE | $12,000 | not reported in the loaded dataset |
| Arnall Golden Gregory | NONE | $9,965 | not reported in the loaded dataset |