Ufcw Local 174 Pension Fund — Form 5500 plan (Board Of Trustees-Ufcw Local 174 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 Pension Fund is a benefit plan reported by Board Of Trustees-Ufcw Local 174 Pension Fund under EIN 13-6219542 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,878 participants and $1,775,644 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees-Ufcw Local 174 Pension Fund
- EIN
- 13-6219542
- Plan number
- 001
- Plan type
- 1
- Location
- West Trenton, NJ
- Latest filing year
- 2023
- Participants
- 2,878
- End-of-year plan assets
- $1,775,644
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,878 | H, C | 20250407190653NAL0010434947001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,775,644
- Total liabilities (EOY)
- $21,815
- Net assets (EOY)
- $1,753,829
- Net assets (BOY)
- $1,744,604
Income & contributions
- Total contributions
- $8,788,730
- Total income / additions
- $8,788,731
Expenses & distributions
- Benefits paid
- $8,511,201
- Administrative expenses
- $268,305
- Total expenses
- $8,779,506
- Net increase / (decrease)
- $9,225
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| I. E. Shaffer & Company | NONE | $203,033 | not reported in the loaded dataset | 2023 |
| Novak Francella, LLC | NONE | $16,800 | not reported in the loaded dataset | 2023 |
| Cohen, Weiss, & Simon Llp | NONE | $13,708 | not reported in the loaded dataset | 2023 |
| Larry Magarik, Esq | NONE | $13,440 | not reported in the loaded dataset | 2023 |
| Cbiz | NONE | $10,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees-Ufcw Local 174 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in West Trenton, NJ
- I. E. Shaffer & Company — Schedule C compensation
- Novak Francella, LLC — Schedule C compensation
- Cohen, Weiss, & Simon Llp — Schedule C compensation
- Larry Magarik, Esq — Schedule C compensation
- Cbiz — Schedule C compensation