2023 Form 5500 filing — Ufcw Local One 401(K) Savings Plan
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 20250408142106NAL0010047203001) for Ufcw Local One 401(K) Savings Plan, reported by Brd Of Ttees Ufcw Local One 401(K) Savings Plan under EIN 16-6184130 and plan number 003. It reports 12,878 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250408142106NAL0010047203001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Brd Of Ttees Ufcw Local One 401(K) Savings Plan
- EIN
- 16-6184130
- Plan number
- 003
- Location
- Oriskany, NY
- Participants
- 12,878
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $142,776,749
- Total liabilities (EOY)
- $784,453
- Net assets (EOY)
- $141,992,296
- Employer contributions
- $10,968,407
- Participant contributions
- $4,651,813
- Total income / additions
- $32,347,603
- Benefits paid
- $12,709,206
- Administrative expenses
- $1,202,173
- Total expenses
- $13,911,379
- Net increase / (decrease)
- $18,436,224
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American Trust Company | NONE | $480,958 | $0 |
| American Trust Company | NONE | $120,794 | $0 |
| Slevin & Hart, Pc | ATTORNEY | $102,619 | not reported in the loaded dataset |
| Kristin Owen | EMPLOYEE | $50,068 | not reported in the loaded dataset |
| Kelley Mclaughlin | EMPLOYEE | $29,757 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | RECORDKEEPING AND INFO | $27,200 | not reported in the loaded dataset |
| Zachary Gehan | EMPLOYEE | $25,272 | not reported in the loaded dataset |
| Regina Heiland | EMPLOYEE | $24,187 | not reported in the loaded dataset |
| Brian Freeman | EMPLOYEE | $23,048 | not reported in the loaded dataset |
| Weaver & Tidwell, Llp | NONE | $15,300 | not reported in the loaded dataset |
| Peter Decarlo Cpa Pllc | UNION ACCOUNTANT | $15,000 | not reported in the loaded dataset |
| Charlene Broccoli | EMPLOYEE | $8,770 | not reported in the loaded dataset |
| Lauren Testa | EMPLOYEE | $7,569 | not reported in the loaded dataset |
| Bondartech | IT CONSULTANT | $6,966 | not reported in the loaded dataset |
| Michael Ciancaglini | EMPLOYEE | $5,212 | not reported in the loaded dataset |