Ufcw Local One 401(K) Savings Plan — Form 5500 plan (Brd Of Ttees Ufcw Local One 401(K) Savings Plan)
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 401(K) Savings Plan is a benefit plan reported by Brd Of Ttees Ufcw Local One 401(K) Savings Plan under EIN 16-6184130 and plan number 003. The latest loaded filing year is 2023. The filing reports 12,878 participants and $142,776,749 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Brd Of Ttees Ufcw Local One 401(K) Savings Plan
- EIN
- 16-6184130
- Plan number
- 003
- Plan type
- 1
- Location
- Oriskany, NY
- Latest filing year
- 2023
- Participants
- 12,878
- End-of-year plan assets
- $142,776,749
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 12,878 | H, C | 20250408142106NAL0010047203001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $142,776,749
- Total liabilities (EOY)
- $784,453
- Net assets (EOY)
- $141,992,296
- Net assets (BOY)
- $123,556,072
Income & contributions
- Employer contributions
- $10,968,407
- Participant contributions
- $4,651,813
- Total contributions
- $15,655,615
- Total income / additions
- $32,347,603
Expenses & distributions
- Benefits paid
- $12,709,206
- Administrative expenses
- $1,202,173
- Total expenses
- $13,911,379
- Net increase / (decrease)
- $18,436,224
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American Trust Company | NONE | $480,958 | $0 | 2023 |
| American Trust Company | NONE | $120,794 | $0 | 2023 |
| Slevin & Hart, Pc | ATTORNEY | $102,619 | not reported in the loaded dataset | 2023 |
| Kristin Owen | EMPLOYEE | $50,068 | not reported in the loaded dataset | 2023 |
| Kelley Mclaughlin | EMPLOYEE | $29,757 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | RECORDKEEPING AND INFO | $27,200 | not reported in the loaded dataset | 2023 |
| Zachary Gehan | EMPLOYEE | $25,272 | not reported in the loaded dataset | 2023 |
| Regina Heiland | EMPLOYEE | $24,187 | not reported in the loaded dataset | 2023 |
| Brian Freeman | EMPLOYEE | $23,048 | not reported in the loaded dataset | 2023 |
| Weaver & Tidwell, Llp | NONE | $15,300 | not reported in the loaded dataset | 2023 |
| Peter Decarlo Cpa Pllc | UNION ACCOUNTANT | $15,000 | not reported in the loaded dataset | 2023 |
| Charlene Broccoli | EMPLOYEE | $8,770 | not reported in the loaded dataset | 2023 |
| Lauren Testa | EMPLOYEE | $7,569 | not reported in the loaded dataset | 2023 |
| Bondartech | IT CONSULTANT | $6,966 | not reported in the loaded dataset | 2023 |
| Michael Ciancaglini | EMPLOYEE | $5,212 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Brd Of Ttees Ufcw Local One 401(K) Savings Plan
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Oriskany, NY
- American Trust Company — Schedule C compensation
- Slevin & Hart, Pc — Schedule C compensation
- Kristin Owen — Schedule C compensation
- Kelley Mclaughlin — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Zachary Gehan — Schedule C compensation
- Regina Heiland — Schedule C compensation
- Brian Freeman — Schedule C compensation
- Weaver & Tidwell, Llp — Schedule C compensation
- Peter Decarlo Cpa Pllc — Schedule C compensation
- Charlene Broccoli — Schedule C compensation
- Lauren Testa — Schedule C compensation
- Bondartech — Schedule C compensation
- Michael Ciancaglini — Schedule C compensation