2023 Form 5500 filing — United Food & Commercial Workers Unions & Employers Midwest Health Benefits 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 20250903103534NAL0031457602001) for United Food & Commercial Workers Unions & Employers Midwest Health Benefits Fund, reported by Trustees Of Ufcw Unions & Employers Midwest Health Benefits Fund under EIN 36-6598490 and plan number 501. It reports 771 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250903103534NAL0031457602001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Ufcw Unions & Employers Midwest Health Benefits Fund
- EIN
- 36-6598490
- Plan number
- 501
- Location
- Downers Grove, IL
- Participants
- 771
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,326,128
- Total liabilities (EOY)
- $3,764,121
- Net assets (EOY)
- $10,562,007
- Employer contributions
- $12,876,235
- Participant contributions
- $21,784
- Total income / additions
- $14,290,591
- Benefits paid
- $12,672,024
- Administrative expenses
- $2,075,887
- Total expenses
- $14,747,911
- Net increase / (decrease)
- -$457,320
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wilson-Mcshane | NONE | $457,055 | not reported in the loaded dataset |
| Blue Cross Blue Shield Of Illinois | NONE | $444,600 | not reported in the loaded dataset |
| Segal Consulting | NONE | $175,818 | not reported in the loaded dataset |
| Medical Insurance Consulting Group | NONE | $154,218 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $107,488 | not reported in the loaded dataset |
| Reinhart Boerner Van Deuren, Sc | NONE | $103,796 | not reported in the loaded dataset |
| Active Health Management, Inc. | NONE | $40,853 | not reported in the loaded dataset |
| Welldynerx, LLC | NONE | $33,747 | not reported in the loaded dataset |
| The Karmel Law Firm | NONE | $21,600 | not reported in the loaded dataset |
| Segall Bryant & Hamill | NONE | $17,535 | $308 |
| Hunt Insurance Agency, Inc. | NONE | $0 | $15,562 |
| Segal Marco Advisors, Inc. | NONE | $12,500 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $12,409 | $0 |
| Adelman & Gettleman Ltd | NONE | $9,788 | not reported in the loaded dataset |
| Honsa-Binder Printing | NONE | $8,003 | not reported in the loaded dataset |
| Dental Network Of America, LLC | NONE | $7,224 | not reported in the loaded dataset |
| Green Light Comparison | NONE | $6,750 | not reported in the loaded dataset |
| Datamation | NONE | $5,805 | not reported in the loaded dataset |