Plan5500

Ufcw Local 50 Pension Fund — Form 5500 plan (Ufcw Local 50 Pension Fund Board Of Trustees)

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 50 Pension Fund is a benefit plan reported by Ufcw Local 50 Pension Fund Board Of Trustees under EIN 13-6696824 and plan number 001. The latest loaded filing year is 2023. The filing reports 805 participants and $985,898 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ufcw Local 50 Pension Fund Board Of Trustees
EIN
13-6696824
Plan number
001
Plan type
1
Location
West Trenton, NJ
Latest filing year
2023
Participants
805
End-of-year plan assets
$985,898

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023805H, C20241008161622NAL0008564163003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$985,898
Total liabilities (EOY)
$18,567
Net assets (EOY)
$967,331
Net assets (BOY)
$905,557

Income & contributions

Total contributions
$2,438,200
Total income / additions
$3,521,101

Expenses & distributions

Benefits paid
$3,347,802
Administrative expenses
$111,525
Total expenses
$3,459,327
Net increase / (decrease)
$61,774

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ie Shaffer & CoNONE$56,747not reported in the loaded dataset2023
Larry Magarik, Esq.INDEPENDENT TRUSTEE$16,575not reported in the loaded dataset2023
Cohen, Weiss, & Simon LlpNONE$16,192not reported in the loaded dataset2023
Novak Francella LLCNONE$13,000not reported in the loaded dataset2023

Related Form 5500 pages