Ufcw And Participating Employers New England Health Fund — Form 5500 plan (Trustees Ufcw And Participating Employers New England Health 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 And Participating Employers New England Health Fund is a benefit plan reported by Trustees Ufcw And Participating Employers New England Health Fund under EIN 06-6069081 and plan number 502. The latest loaded filing year is 2023. The filing reports 23,522 participants and $90,234,852 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Ufcw And Participating Employers New England Health Fund
- EIN
- 06-6069081
- Plan number
- 502
- Plan type
- 1
- Location
- Westport, CT
- Latest filing year
- 2023
- Participants
- 23,522
- End-of-year plan assets
- $90,234,852
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 23,522 | H, C | 20241014125040NAL0046010224001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $90,234,852
- Total liabilities (EOY)
- $12,072,901
- Net assets (EOY)
- $78,161,951
- Net assets (BOY)
- $89,977,557
Income & contributions
- Employer contributions
- $116,382,167
- Participant contributions
- $11,770,919
- Total contributions
- $128,153,086
- Total income / additions
- $142,428,877
Expenses & distributions
- Benefits paid
- $148,493,892
- Administrative expenses
- $5,951,230
- Total expenses
- $154,445,122
- Net increase / (decrease)
- -$12,016,245
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Anthem Health Plans Inc. | NONE | $2,911,008 | not reported in the loaded dataset | 2023 |
| Ufcw Union Local 919 Pension | RELATED ORG | $368,332 | not reported in the loaded dataset | 2023 |
| Livongo Health, Inc. | NONE | $317,781 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $275,801 | not reported in the loaded dataset | 2023 |
| Employee 7 | EMPLOYEE | $162,559 | not reported in the loaded dataset | 2023 |
| Union Printing, Inc. | NONE | $155,050 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $143,170 | not reported in the loaded dataset | 2023 |
| Novak Francella, LLC | NONE | $141,577 | not reported in the loaded dataset | 2023 |
| Employee 8 | EMPLOYEE | $93,934 | not reported in the loaded dataset | 2023 |
| Semo Law Group | NONE | $83,134 | not reported in the loaded dataset | 2023 |
| Employee 5 | EMPLOYEE | $75,960 | not reported in the loaded dataset | 2023 |
| Employee 4 | EMPLOYEE | $74,405 | not reported in the loaded dataset | 2023 |
| First American Administrators | NONE | $74,062 | not reported in the loaded dataset | 2023 |
| Employee 2 | EMPLOYEE | $69,321 | not reported in the loaded dataset | 2023 |
| Employee 3 | EMPLOYEE | $68,279 | not reported in the loaded dataset | 2023 |
| Hinge Health, Inc. | NONE | $56,215 | not reported in the loaded dataset | 2023 |
| Employee 1 | EMPLOYEE | $56,214 | not reported in the loaded dataset | 2023 |
| Employee 11 | EMPLOYEE | $44,050 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | NONE | $43,264 | $0 | 2023 |
| Employee 6 | EMPLOYEE | $33,706 | not reported in the loaded dataset | 2023 |
| Premier Technology Solutions, Inc. | NONE | $21,291 | not reported in the loaded dataset | 2023 |
| Intercontinental Real Estate Corp | NONE | $19,716 | not reported in the loaded dataset | 2023 |
| Optumrx Administrative Services, Ll | NONE | $17,159 | not reported in the loaded dataset | 2023 |
| Adp | NONE | $12,789 | not reported in the loaded dataset | 2023 |
| Sage Advisory Srvcs., Ltd. Co. | NONE | $11,438 | not reported in the loaded dataset | 2023 |
| Boyd Watterson Asset Mgmt. | NONE | $7,715 | not reported in the loaded dataset | 2023 |
| Rbc Wealth Management | NONE | $5,213 | not reported in the loaded dataset | 2023 |
| Cigna | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Ufcw And Participating Employers New England Health Fund
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Westport, CT
- Anthem Health Plans Inc. — Schedule C compensation
- Ufcw Union Local 919 Pension — Schedule C compensation
- Livongo Health, Inc. — Schedule C compensation
- The Segal Company — Schedule C compensation
- Employee 7 — Schedule C compensation
- Union Printing, Inc. — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Novak Francella, LLC — Schedule C compensation
- Employee 8 — Schedule C compensation
- Semo Law Group — Schedule C compensation
- Employee 5 — Schedule C compensation
- Employee 4 — Schedule C compensation
- First American Administrators — Schedule C compensation
- Employee 2 — Schedule C compensation
- Employee 3 — Schedule C compensation
- Hinge Health, Inc. — Schedule C compensation
- Employee 1 — Schedule C compensation
- Employee 11 — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Employee 6 — Schedule C compensation
- Premier Technology Solutions, Inc. — Schedule C compensation
- Intercontinental Real Estate Corp — Schedule C compensation
- Optumrx Administrative Services, Ll — Schedule C compensation
- Adp — Schedule C compensation
- Sage Advisory Srvcs., Ltd. Co. — Schedule C compensation
- Boyd Watterson Asset Mgmt. — Schedule C compensation
- Rbc Wealth Management — Schedule C compensation
- Cigna — Schedule C compensation