2023 Form 5500 filing — Retirement Plan Of The Ufcw National Health And Welfare 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 20250613123805NAL0015672067001) for Retirement Plan Of The Ufcw National Health And Welfare Fund, reported by Ufcw National Health And Welfare Fund under EIN 22-1458594 and plan number 001. It reports 71 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20250613123805NAL0015672067001
Filing year
2023
Form type
2
Plan sponsor
Ufcw National Health And Welfare Fund
EIN
22-1458594
Plan number
001
Location
Englewood, NJ
Participants
71
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$15,545,407
Total liabilities (EOY)
$6,000
Net assets (EOY)
$15,539,407
Employer contributions
$442,800
Total income / additions
$2,600,408
Benefits paid
$672,850
Total expenses
$755,395
Net increase / (decrease)
$1,845,013
Schedule source
Schedule I

Related Form 5500 pages