Ufcw Unions & Participating Employers Health & Welfare Fund — Form 5500 plan (Ufcw Unions & Participating Employers Health & Welfare Fund)
Plain-English plan 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, Ufcw Unions & Participating Employers Health & Welfare Fund is a benefit plan reported by Ufcw Unions & Participating Employers Health & Welfare Fund under EIN 01-0749311 and plan number 501. The latest loaded filing year is 2023. The filing reports 6,197 participants and $52,746,573 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ufcw Unions & Participating Employers Health & Welfare Fund
- EIN
- 01-0749311
- Plan number
- 501
- Plan type
- 1
- Location
- Mt Laurel, NJ
- Latest filing year
- 2023
- Participants
- 6,197
- End-of-year plan assets
- $52,746,573
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,197 | H, C | 20250813104506NAL0004834467001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $52,746,573
- Total liabilities (EOY)
- $10,719,022
- Net assets (EOY)
- $42,027,551
- Net assets (BOY)
- $37,384,065
Income & contributions
- Employer contributions
- $46,945,527
- Participant contributions
- $93,000
- Total contributions
- $47,038,527
- Total income / additions
- $51,369,300
Expenses & distributions
- Benefits paid
- $40,754,736
- Administrative expenses
- $5,971,078
- Total expenses
- $46,725,814
- Net increase / (decrease)
- $4,643,486
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tri-State Administrators | NONE | $5,611,973 | not reported in the loaded dataset | 2023 |
| Amerihealth Admninistrators | NONE | $1,001,101 | not reported in the loaded dataset | 2023 |
| Independence Blue Cross | NONE | $998,517 | not reported in the loaded dataset | 2023 |
| Amerihealth Administrators | NONE | $911,483 | not reported in the loaded dataset | 2023 |
| Express Scripts | NONE | $496,266 | not reported in the loaded dataset | 2023 |
| Spear Wilderman | NONE | $481,353 | not reported in the loaded dataset | 2023 |
| O'Brien, Belland & Bushinsky, LLC | NONE | $180,403 | not reported in the loaded dataset | 2023 |
| Comprehensive Health Care Sys. Inc | NONE | $136,973 | not reported in the loaded dataset | 2023 |
| United Concordia | NONE | $105,018 | not reported in the loaded dataset | 2023 |
| Baratz & Associates, P.A. | NONE | $43,500 | not reported in the loaded dataset | 2023 |
| Legal Club Financial Corp | NONE | $27,342 | not reported in the loaded dataset | 2023 |
| Cheiron | NONE | $13,250 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ufcw Unions & Participating Employers Health & Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Mt Laurel, NJ
- Tri-State Administrators — Schedule C compensation
- Amerihealth Admninistrators — Schedule C compensation
- Independence Blue Cross — Schedule C compensation
- Amerihealth Administrators — Schedule C compensation
- Express Scripts — Schedule C compensation
- Spear Wilderman — Schedule C compensation
- O'Brien, Belland & Bushinsky, LLC — Schedule C compensation
- Comprehensive Health Care Sys. Inc — Schedule C compensation
- United Concordia — Schedule C compensation
- Baratz & Associates, P.A. — Schedule C compensation
- Legal Club Financial Corp — Schedule C compensation
- Cheiron — Schedule C compensation