Plan5500

United Furniture Workers Insurance Fund — Form 5500 plan (United Furniture Workers Insurance 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 Furniture Workers Insurance Fund is a benefit plan reported by United Furniture Workers Insurance Fund under EIN 13-5547701 and plan number 501. The latest loaded filing year is 2023. The filing reports 3,982 participants and $37,757,120 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
United Furniture Workers Insurance Fund
EIN
13-5547701
Plan number
501
Plan type
1
Location
Nashville, TN
Latest filing year
2023
Participants
3,982
End-of-year plan assets
$37,757,120

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,982H, C20250715140240NAL0002182881002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$37,757,120
Total liabilities (EOY)
$7,319,319
Net assets (EOY)
$30,437,801
Net assets (BOY)
$28,560,272

Income & contributions

Employer contributions
$58,278,764
Participant contributions
$316,805
Total contributions
$58,595,569
Total income / additions
$61,488,855

Expenses & distributions

Benefits paid
$55,748,321
Administrative expenses
$3,863,005
Total expenses
$59,611,326
Net increase / (decrease)
$1,877,529

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Blue Cross/Blue ShieldBENEFITS ADMINISTRATOR$1,531,360$02023
Local, 463,CwaADMIN EXP REIMBURSEMENT$197,900not reported in the loaded dataset2023
CheironACTUARY$172,930not reported in the loaded dataset2023
Rogoff & CompanyAUDITOR$130,040not reported in the loaded dataset2023
Dee Anne WalkerDIRECTOR$85,139not reported in the loaded dataset2023
PiersonATTORNEY$67,219not reported in the loaded dataset2023
Local 81102, CwaADMIN EXP REIMBURSEMENT$67,184not reported in the loaded dataset2023
Dana SteinmetzEMPLOYEE$53,690not reported in the loaded dataset2023
Julia StidhamEMPLOYEE$52,520not reported in the loaded dataset2023
Lisa FetzerEMPLOYEE$51,379not reported in the loaded dataset2023
Local 800, CwaADMIN EXP REIMBURSEMENT$48,628not reported in the loaded dataset2023
Clara SherwoodEMPLOYEE$48,220not reported in the loaded dataset2023
Bradley HarrisEMPLOYEE$47,122not reported in the loaded dataset2023
Seria BeanEMPLOYEE$45,945not reported in the loaded dataset2023
Denise WeakleyEMPLOYEE$39,448not reported in the loaded dataset2023
Megan JedeleEMPLOYEE$39,329not reported in the loaded dataset2023
Brian McgriffEMPLOYEE$38,551not reported in the loaded dataset2023
Erin SandlinEMPLOYEE$35,358not reported in the loaded dataset2023
Pkf O'Connor DaviesCONSULTANT$34,518$02023
Autumn KrankcikEMPLOYEE$33,816not reported in the loaded dataset2023
FischerbroylesATTORNEY$22,780not reported in the loaded dataset2023
Rita AyersEMPLOYEE$20,904not reported in the loaded dataset2023
Local 75, CwaADMIN EXP REIMBURSEMENT$17,544not reported in the loaded dataset2023
Frontgate Technology SolutionsDATA PROCESSING$16,415not reported in the loaded dataset2023
First Horizon BankBANK$12,724not reported in the loaded dataset2023
Sheri RameyEMPLOYEE$12,161not reported in the loaded dataset2023
Ufw Pension Fund ASHARED EXPENSES$11,548$02023
Gallagher Fiduciary Advisors LLCINVESTMENT CONSULTANT$9,000not reported in the loaded dataset2023
Ellen SmithEMPLOYEE$7,380not reported in the loaded dataset2023
Bicc Systems, IncDATA PROCESSING$7,343not reported in the loaded dataset2023
Union Insurance GroupINSURANCE BROKER$0$02023

Related Form 5500 pages