United Food & Commercial Workers Local 1000 Oklahoma Health And Welfare Fund — Form 5500 plan (Trustees Of Ufcw Local 1000 Oklahoma Health And 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, United Food & Commercial Workers Local 1000 Oklahoma Health And Welfare Fund is a benefit plan reported by Trustees Of Ufcw Local 1000 Oklahoma Health And Welfare Fund under EIN 02-0642001 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,275 participants and $12,402,918 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Ufcw Local 1000 Oklahoma Health And Welfare Fund
- EIN
- 02-0642001
- Plan number
- 501
- Plan type
- 1
- Location
- Pembroke Pines, FL
- Latest filing year
- 2023
- Participants
- 2,275
- End-of-year plan assets
- $12,402,918
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,275 | H, C | 20241015125024NAL0014660755001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,402,918
- Total liabilities (EOY)
- $1,648,259
- Net assets (EOY)
- $10,754,659
- Net assets (BOY)
- $10,036,197
Income & contributions
- Employer contributions
- $8,655,778
- Participant contributions
- $322,430
- Total contributions
- $8,978,208
- Total income / additions
- $9,649,406
Expenses & distributions
- Benefits paid
- $7,430,591
- Administrative expenses
- $1,500,353
- Total expenses
- $8,930,944
- Net increase / (decrease)
- $718,462
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| National Employee Benefit Admin | not reported in the loaded dataset | $1,265,450 | not reported in the loaded dataset | 2023 |
| Horizon Actuarial Services LLC | not reported in the loaded dataset | $190,277 | not reported in the loaded dataset | 2023 |
| Lapadula Carlson & Co. | not reported in the loaded dataset | $69,397 | not reported in the loaded dataset | 2023 |
| Med Expert | not reported in the loaded dataset | $37,753 | not reported in the loaded dataset | 2023 |
| Top Drawer Media Solutions | not reported in the loaded dataset | $24,337 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance | not reported in the loaded dataset | $13,980 | not reported in the loaded dataset | 2023 |
| Godwin, Morris, Laurenzi & Bloomfie | not reported in the loaded dataset | $12,002 | not reported in the loaded dataset | 2023 |
| Smart Data Solutions | not reported in the loaded dataset | $7,471 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Ufcw Local 1000 Oklahoma Health And Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Pembroke Pines, FL
- National Employee Benefit Admin — Schedule C compensation
- Horizon Actuarial Services LLC — Schedule C compensation
- Lapadula Carlson & Co. — Schedule C compensation
- Med Expert — Schedule C compensation
- Top Drawer Media Solutions — Schedule C compensation
- Segal Select Insurance — Schedule C compensation
- Godwin, Morris, Laurenzi & Bloomfie — Schedule C compensation
- Smart Data Solutions — Schedule C compensation