2023 Form 5500 filing — Ufcw Union Local 919 & Contributing Employers Non-Food Pension 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 20250407130009NAL0018423073001) for Ufcw Union Local 919 & Contributing Employers Non-Food Pension Fund, reported by Ufcw Union Local 919 & Contrib Empl Non-Food Pension Fund under EIN 51-6129060 and plan number 001. It reports 954 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250407130009NAL0018423073001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Ufcw Union Local 919 & Contrib Empl Non-Food Pension Fund
- EIN
- 51-6129060
- Plan number
- 001
- Location
- West Trenton, NJ
- Participants
- 954
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $573,091
- Total liabilities (EOY)
- $286,792
- Net assets (EOY)
- $286,299
- Total income / additions
- $1,779,775
- Benefits paid
- $1,620,346
- Administrative expenses
- $112,876
- Total expenses
- $1,733,222
- Net increase / (decrease)
- $46,553
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ie Shaffer & Co. | NONE | $64,500 | not reported in the loaded dataset |
| The Segal Company | NONE | $14,880 | not reported in the loaded dataset |
| Larry Magarik, Esq | NONE | $14,180 | not reported in the loaded dataset |
| Baratz & Associates | NONE | $7,400 | not reported in the loaded dataset |