Pension Fund For The Employees Of Ufw Of America & Related Organizations — Form 5500 plan (Pension Fund For The Employees Of Ufw Of)
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, Pension Fund For The Employees Of Ufw Of America & Related Organizations is a benefit plan reported by Pension Fund For The Employees Of Ufw Of under EIN 13-6112258 and plan number 001. The latest loaded filing year is 2023. The filing reports 92 participants and $7,676,286 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pension Fund For The Employees Of Ufw Of
- EIN
- 13-6112258
- Plan number
- 001
- Plan type
- 1
- Location
- Nashville, TN
- Latest filing year
- 2023
- Participants
- 92
- End-of-year plan assets
- $7,676,286
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 92 | H, C | 20241015104519NAL0047425760001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,676,286
- Total liabilities (EOY)
- $28,609
- Net assets (EOY)
- $7,647,677
- Net assets (BOY)
- -$423,691
Income & contributions
- Employer contributions
- $238,609
- Total contributions
- $8,380,332
- Total income / additions
- $9,068,299
Expenses & distributions
- Benefits paid
- $850,085
- Administrative expenses
- $146,846
- Total expenses
- $996,931
- Net increase / (decrease)
- $8,071,368
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cheiron Inc | ACTUARY | $57,147 | not reported in the loaded dataset | 2023 |
| Ufw Pension Fund A | ADM- REIMBURSEMENT | $22,993 | not reported in the loaded dataset | 2023 |
| Fisherbroyles | not reported in the loaded dataset | $21,044 | $0 | 2023 |
| Rogoff & Company Pc | AUDITOR | $14,886 | not reported in the loaded dataset | 2023 |
| Gallagher Fiduciary Advisors, LLC | INVESTMENT CONSULTANT | $11,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pension Fund For The Employees Of Ufw Of
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Nashville, TN
- Cheiron Inc — Schedule C compensation
- Ufw Pension Fund A — Schedule C compensation
- Fisherbroyles — Schedule C compensation
- Rogoff & Company Pc — Schedule C compensation
- Gallagher Fiduciary Advisors, LLC — Schedule C compensation