Plan5500

Ufcw Local One Retiree Health Care Fund — Form 5500 plan (Brd Of Ttees Ufcw Local One Retiree Health Care 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 One Retiree Health Care Fund is a benefit plan reported by Brd Of Ttees Ufcw Local One Retiree Health Care Fund under EIN 16-0915820 and plan number 502. The latest loaded filing year is 2023. The filing reports 1,195 participants and $700,905 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Brd Of Ttees Ufcw Local One Retiree Health Care Fund
EIN
16-0915820
Plan number
502
Plan type
1
Location
Oriskany, NY
Latest filing year
2023
Participants
1,195
End-of-year plan assets
$700,905

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,195H, C20250123123636NAL0010311536002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$700,905
Total liabilities (EOY)
$519,565
Net assets (EOY)
$181,340
Net assets (BOY)
$190,857

Income & contributions

Employer contributions
$49,185
Total contributions
$49,185
Total income / additions
$49,185

Expenses & distributions

Benefits paid
$31,751
Administrative expenses
$26,951
Total expenses
$58,702
Net increase / (decrease)
-$9,517

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Segal CompanyACTUARY AND CONSULTANT$12,000not reported in the loaded dataset2023
Weaver & Tidwell, LlpAUDITOR$10,300not reported in the loaded dataset2023

Related Form 5500 pages