Ufcw Local 2013 Health & Welfare Fund — Form 5500 plan (Board Of Trustees Ufcw Local 2013 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 Local 2013 Health & Welfare Fund is a benefit plan reported by Board Of Trustees Ufcw Local 2013 Health & Welfare Fund under EIN 13-2832806 and plan number 501. The latest loaded filing year is 2023. The filing reports 8,030 participants and $74,843,760 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Ufcw Local 2013 Health & Welfare Fund
- EIN
- 13-2832806
- Plan number
- 501
- Plan type
- 1
- Location
- Brooklyn, NY
- Latest filing year
- 2023
- Participants
- 8,030
- End-of-year plan assets
- $74,843,760
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8,030 | H, C | 20240716140923NAL0001653251001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $74,843,760
- Total liabilities (EOY)
- $3,388,641
- Net assets (EOY)
- $71,455,119
- Net assets (BOY)
- $59,155,122
Income & contributions
- Employer contributions
- $37,025,225
- Participant contributions
- $1,628,968
- Total contributions
- $38,654,193
- Total income / additions
- $41,172,472
Expenses & distributions
- Benefits paid
- $26,698,046
- Administrative expenses
- $2,174,429
- Total expenses
- $28,872,475
- Net increase / (decrease)
- $12,299,997
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empire Healthchoice Assurance Inc | NONE | $1,582,073 | not reported in the loaded dataset | 2023 |
| Tri-State Administrators Inc | NONE | $1,106,269 | not reported in the loaded dataset | 2023 |
| Healthplex Inc | NONE | $256,470 | not reported in the loaded dataset | 2023 |
| American Health Holding Inc | NONE | $179,639 | not reported in the loaded dataset | 2023 |
| Innovative Software Solutions Inc | NONE | $109,926 | not reported in the loaded dataset | 2023 |
| Robert Half Int'L Inc | NONE | $101,651 | not reported in the loaded dataset | 2023 |
| O'Brien Belland & Bushinsky | ATTORNEY | $95,137 | not reported in the loaded dataset | 2023 |
| Schultheis Panettieri Llp | AUDITOR | $95,128 | not reported in the loaded dataset | 2023 |
| Express Scripts Inc | NONE | $80,467 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney LLC | NONE | $20,000 | not reported in the loaded dataset | 2023 |
| Brady Mcguire & Steinberg Pc | NONE | $19,998 | not reported in the loaded dataset | 2023 |
| Vision Benefits Of America Inc | NONE | $5,903 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Ufcw Local 2013 Health & Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Brooklyn, NY
- Empire Healthchoice Assurance Inc — Schedule C compensation
- Tri-State Administrators Inc — Schedule C compensation
- Healthplex Inc — Schedule C compensation
- American Health Holding Inc — Schedule C compensation
- Innovative Software Solutions Inc — Schedule C compensation
- Robert Half Int'L Inc — Schedule C compensation
- O'Brien Belland & Bushinsky — Schedule C compensation
- Schultheis Panettieri Llp — Schedule C compensation
- Express Scripts Inc — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Brady Mcguire & Steinberg Pc — Schedule C compensation
- Vision Benefits Of America Inc — Schedule C compensation