2023 Form 5500 filing — Ufcw Local 555-Employers Health 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 20250411152515NAL0014207491001) for Ufcw Local 555-Employers Health Trust, reported by Board Of Trustees, Ufcw Local 555-Employers Health under EIN 23-7017278 and plan number 501. It reports 11,910 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250411152515NAL0014207491001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Ufcw Local 555-Employers Health
- EIN
- 23-7017278
- Plan number
- 501
- Location
- Tualatin, OR
- Participants
- 11,910
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $175,227,853
- Total liabilities (EOY)
- $42,433,316
- Net assets (EOY)
- $132,794,537
- Employer contributions
- $145,925,362
- Participant contributions
- $8,009,324
- Total income / additions
- $160,827,027
- Benefits paid
- $141,653,746
- Administrative expenses
- $3,037,503
- Total expenses
- $144,691,249
- Net increase / (decrease)
- $16,135,778
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zenith American Solutions | NONE | $3,966,940 | not reported in the loaded dataset |
| Regence Bluecross Blueshield | NONE | $2,436,082 | $0 |
| Innovative Care Management, Inc. | NONE | $995,424 | not reported in the loaded dataset |
| Optum Rx, Inc | NONE | $169,171 | $50,615 |
| J. Thayer Company | NONE | $191,635 | not reported in the loaded dataset |
| Milliman, Inc. | NONE | $152,254 | not reported in the loaded dataset |
| Rael & Letson | NONE | $148,340 | not reported in the loaded dataset |
| Loomis Sayles | NONE | $138,432 | not reported in the loaded dataset |
| Quest Investment Management | NONE | $101,442 | not reported in the loaded dataset |
| Activeradar | NONE | $89,625 | not reported in the loaded dataset |
| Service Printing Co | NONE | $58,522 | not reported in the loaded dataset |
| Service Printing Co. | NONE | $58,222 | $0 |
| Barlow Coughran Morales & Josephson | NONE | $47,064 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $40,800 | not reported in the loaded dataset |
| Lockton Dunning Benefits | NONE | $40,000 | not reported in the loaded dataset |
| Us Bank | NONE | $36,757 | $0 |
| Verus Investments | NONE | $21,000 | not reported in the loaded dataset |
| Jh Herrle & Associates | NONE | $0 | $10,276 |
| Bjorklund & Montplaisir | NONE | $8,577 | not reported in the loaded dataset |
| Multiemployer LLC | NONE | $8,500 | not reported in the loaded dataset |