United Food & Commercial Workers Local 152 Health & Welfare Plan — Form 5500 plan (Board Of Trustees, United Food & Commercial Workers Local 152 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, United Food & Commercial Workers Local 152 Health & Welfare Plan is a benefit plan reported by Board Of Trustees, United Food & Commercial Workers Local 152 Health & under EIN 21-0681336 and plan number 501. The latest loaded filing year is 2023. The filing reports 9,782 participants and $77,582,235 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, United Food & Commercial Workers Local 152 Health &
- EIN
- 21-0681336
- Plan number
- 501
- Plan type
- 1
- Location
- Mount Laurel, NJ
- Latest filing year
- 2023
- Participants
- 9,782
- End-of-year plan assets
- $77,582,235
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9,782 | H, C | 20241015170506NAL0015139731001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $77,582,235
- Total liabilities (EOY)
- $11,326,610
- Net assets (EOY)
- $66,255,625
- Net assets (BOY)
- $52,333,892
Income & contributions
- Employer contributions
- $120,071,719
- Participant contributions
- $561,433
- Total contributions
- $120,633,152
- Total income / additions
- $125,285,070
Expenses & distributions
- Benefits paid
- $100,629,130
- Administrative expenses
- $10,734,207
- Total expenses
- $111,363,337
- Net increase / (decrease)
- $13,921,733
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tri State Administrators | NONE | $4,575,687 | not reported in the loaded dataset | 2023 |
| Horizon Blue Cross Blue Shield | NONE | $3,817,808 | $66,384 | 2023 |
| Express Scripts, Inc | NONE | $1,634,995 | not reported in the loaded dataset | 2023 |
| United Concordia | NONE | $214,600 | not reported in the loaded dataset | 2023 |
| O'Brien, Belland & Bushinsky, LLC | NONE | $77,911 | not reported in the loaded dataset | 2023 |
| Morgan, Lewis & Bockius, Llp | NONE | $52,136 | not reported in the loaded dataset | 2023 |
| Cheiron | NONE | $47,359 | not reported in the loaded dataset | 2023 |
| Mspc Certified Public Accountants A | NONE | $45,000 | not reported in the loaded dataset | 2023 |
| Vision Benefits Of America | NONE | $39,470 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney | NONE | $17,988 | not reported in the loaded dataset | 2023 |
| Dr. Robert B. Daniels | NONE | $8,550 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, United Food & Commercial Workers Local 152 Health &
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Mount Laurel, NJ
- Tri State Administrators — Schedule C compensation
- Horizon Blue Cross Blue Shield — Schedule C compensation
- Express Scripts, Inc — Schedule C compensation
- United Concordia — Schedule C compensation
- O'Brien, Belland & Bushinsky, LLC — Schedule C compensation
- Morgan, Lewis & Bockius, Llp — Schedule C compensation
- Cheiron — Schedule C compensation
- Mspc Certified Public Accountants A — Schedule C compensation
- Vision Benefits Of America — Schedule C compensation
- Morgan Stanley Smith Barney — Schedule C compensation
- Dr. Robert B. Daniels — Schedule C compensation