Plan5500

Ufcw Local 174 Retail Pension Fund — Form 5500 plan (Board Of Trustees-Ufcw Local 174 Retail Pension 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 Local 174 Retail Pension Fund is a benefit plan reported by Board Of Trustees-Ufcw Local 174 Retail Pension Fund under EIN 13-1845497 and plan number 001. The latest loaded filing year is 2023. The filing reports 843 participants and $954,780 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees-Ufcw Local 174 Retail Pension Fund
EIN
13-1845497
Plan number
001
Plan type
1
Location
West Trenton, NJ
Latest filing year
2023
Participants
843
End-of-year plan assets
$954,780

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023843H, C20250407193706NAL0016880257001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$954,780
Total liabilities (EOY)
$5,348
Net assets (EOY)
$949,432
Net assets (BOY)
$944,676

Income & contributions

Total contributions
$2,712,336
Total income / additions
$2,712,336

Expenses & distributions

Benefits paid
$2,596,120
Administrative expenses
$111,460
Total expenses
$2,707,580
Net increase / (decrease)
$4,756

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
I.E. Shaffer & CompanyNONE$62,007not reported in the loaded dataset2023
Larry Magarik, EsqNONE$13,795not reported in the loaded dataset2023
Novak Francella, LLCNONE$13,000not reported in the loaded dataset2023
Cohen, Weiss, &Simon LlpNONE$12,308not reported in the loaded dataset2023

Related Form 5500 pages