2023 Form 5500 filing — Ufcw, Local 1776ks, Western Division And Employers Health 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 20250609093258NAL0014073089001) for Ufcw, Local 1776ks, Western Division And Employers Health Fund, reported by Bd Of Trustees Ufcw, Local 1776ks, Wd And Employers Health Fund under EIN 23-7083247 and plan number 501. It reports 5,268 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250609093258NAL0014073089001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bd Of Trustees Ufcw, Local 1776ks, Wd And Employers Health Fund
- EIN
- 23-7083247
- Plan number
- 501
- Location
- Canonsburg, PA
- Participants
- 5,268
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $56,137,607
- Total liabilities (EOY)
- $9,830,616
- Net assets (EOY)
- $46,306,991
- Employer contributions
- $48,432,893
- Participant contributions
- $534,964
- Total income / additions
- $55,440,928
- Benefits paid
- $52,397,530
- Administrative expenses
- $1,491,931
- Total expenses
- $53,889,461
- Net increase / (decrease)
- $1,551,467
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Highmark | NONE | $2,214,463 | $0 |
| United Concordia Companies, Inc. | NONE | $175,836 | not reported in the loaded dataset |
| Cheryl Hamerski | NONE | $127,611 | not reported in the loaded dataset |
| Lori Redshaw | NONE | $72,747 | not reported in the loaded dataset |
| Donna Lapacik | NONE | $65,836 | not reported in the loaded dataset |
| Angela Chapley | NONE | $62,139 | not reported in the loaded dataset |
| Sharon Kasenic | NONE | $56,020 | not reported in the loaded dataset |
| Michaele Andrison | NONE | $56,020 | not reported in the loaded dataset |
| Foster & Foster, Inc. | NONE | $50,010 | not reported in the loaded dataset |
| Debra Congie | NONE | $48,375 | not reported in the loaded dataset |
| Carol Taylor | NONE | $48,375 | not reported in the loaded dataset |
| Meyer, Unkovic & Scott | NONE | $43,818 | not reported in the loaded dataset |
| Kimberly Patosky | NONE | $41,902 | not reported in the loaded dataset |
| Connie Churchel | NONE | $40,301 | not reported in the loaded dataset |
| Deborah Kollar | NONE | $37,253 | not reported in the loaded dataset |
| Chartwell Investment Partners | NONE | $30,704 | not reported in the loaded dataset |
| Diclaudio & Kramer, LLC | NONE | $30,000 | not reported in the loaded dataset |
| Intercontinental Real Estate Corp | NONE | $29,155 | not reported in the loaded dataset |
| Mariner Institutional, LLC | NONE | $22,000 | not reported in the loaded dataset |
| Asb Capital Management LLC | NONE | $21,257 | not reported in the loaded dataset |
| Jean Ereditario | NONE | $20,300 | not reported in the loaded dataset |
| Alexander Bagnell | NONE | $20,140 | not reported in the loaded dataset |
| Dejanira Okorn | NONE | $16,669 | not reported in the loaded dataset |
| Pnc Advisors | NONE | $15,980 | not reported in the loaded dataset |
| National Vision Administrators, LLC | NONE | $15,571 | not reported in the loaded dataset |
| Edward Auer | NONE | $8,581 | not reported in the loaded dataset |
| Optumrx, Inc. | NONE | $7,554 | $0 |
| Twin Capital Management | NONE | $6,713 | $0 |