Ufcw Union Local 88 & Employers Health & Welfare F — Form 5500 plan (Ufcw Union Local 88 & Employers Health &)
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 Union Local 88 & Employers Health & Welfare F is a benefit plan reported by Ufcw Union Local 88 & Employers Health & under EIN 20-0946697 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,308 participants and $18,396,798 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ufcw Union Local 88 & Employers Health &
- EIN
- 20-0946697
- Plan number
- 501
- Plan type
- 1
- Location
- St. Louis, MO
- Latest filing year
- 2023
- Participants
- 1,308
- End-of-year plan assets
- $18,396,798
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,308 | H, C | 20250114154525NAL0032986928002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,396,798
- Total liabilities (EOY)
- $997,906
- Net assets (EOY)
- $17,398,892
- Net assets (BOY)
- $13,999,841
Income & contributions
- Employer contributions
- $15,540,520
- Participant contributions
- $385,937
- Total contributions
- $15,926,457
- Total income / additions
- $17,130,891
Expenses & distributions
- Benefits paid
- $12,828,512
- Administrative expenses
- $903,328
- Total expenses
- $13,731,840
- Net increase / (decrease)
- $3,399,051
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aetna | NONE | $478,732 | not reported in the loaded dataset | 2023 |
| Zenith American Administrators | NONE | $132,224 | not reported in the loaded dataset | 2023 |
| Burr Oak | NONE | $66,672 | not reported in the loaded dataset | 2023 |
| Anders Minkler Huber & Helm | NONE | $28,446 | not reported in the loaded dataset | 2023 |
| Segal | NONE | $25,000 | not reported in the loaded dataset | 2023 |
| Spector Wolfe And Mclaughlin | NONE | $19,786 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ufcw Union Local 88 & Employers Health &
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in St. Louis, MO
- Aetna — Schedule C compensation
- Zenith American Administrators — Schedule C compensation
- Burr Oak — Schedule C compensation
- Anders Minkler Huber & Helm — Schedule C compensation
- Segal — Schedule C compensation
- Spector Wolfe And Mclaughlin — Schedule C compensation