Plan5500

Ufcw Local 2013 Pension Plan — Form 5500 plan (Board Of Trustees Ufcw Local 2013 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 2013 Pension Plan is a benefit plan reported by Board Of Trustees Ufcw Local 2013 Pension Fund under EIN 13-1975910 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,537 participants and $507,161 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees Ufcw Local 2013 Pension Fund
EIN
13-1975910
Plan number
001
Plan type
1
Location
Brooklyn, NY
Latest filing year
2023
Participants
1,537
End-of-year plan assets
$507,161

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,537H, C20240717084322NAL0002233811001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$507,161
Total liabilities (EOY)
$333,083
Net assets (EOY)
$174,078
Net assets (BOY)
$159,538

Income & contributions

Total contributions
$0
Total income / additions
$1,748,548

Expenses & distributions

Benefits paid
$1,589,821
Administrative expenses
$144,187
Total expenses
$1,734,008
Net increase / (decrease)
$14,540

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Schultheis & Panettieri LlpAUDITOR$46,000not reported in the loaded dataset2023
Tri-State Administrators IncNONE$37,772not reported in the loaded dataset2023
Amalgamted Bank Of ChicagoCUSTODIAN$12,998$02023
O'Brien Belland & BushinskyATTORNEY$5,360not reported in the loaded dataset2023

Related Form 5500 pages