2023 Form 5500 filing — Ufcw Local 174 Retail 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 20250407193706NAL0016880257001) for Ufcw Local 174 Retail Pension Fund, reported by Board Of Trustees-Ufcw Local 174 Retail Pension Fund under EIN 13-1845497 and plan number 001. It reports 843 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250407193706NAL0016880257001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees-Ufcw Local 174 Retail Pension Fund
- EIN
- 13-1845497
- Plan number
- 001
- Location
- West Trenton, NJ
- Participants
- 843
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $954,780
- Total liabilities (EOY)
- $5,348
- Net assets (EOY)
- $949,432
- Total income / additions
- $2,712,336
- Benefits paid
- $2,596,120
- Administrative expenses
- $111,460
- Total expenses
- $2,707,580
- Net increase / (decrease)
- $4,756
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| I.E. Shaffer & Company | NONE | $62,007 | not reported in the loaded dataset |
| Larry Magarik, Esq | NONE | $13,795 | not reported in the loaded dataset |
| Novak Francella, LLC | NONE | $13,000 | not reported in the loaded dataset |
| Cohen, Weiss, &Simon Llp | NONE | $12,308 | not reported in the loaded dataset |