Plan5500

Ufcw National Health And Welfare Fund — Form 5500 plan (Board Of Trustees Of The Ufcw National Health And Welfare 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 National Health And Welfare Fund is a benefit plan reported by Board Of Trustees Of The Ufcw National Health And Welfare Fund under EIN 22-1458594 and plan number 501. The latest loaded filing year is 2023. The filing reports 9,630 participants and $170,703,935 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees Of The Ufcw National Health And Welfare Fund
EIN
22-1458594
Plan number
501
Plan type
1
Location
Englewood, NJ
Latest filing year
2023
Participants
9,630
End-of-year plan assets
$170,703,935

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20239,630H, C20250708102409NAL0002173875001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$170,703,935
Total liabilities (EOY)
$24,481,110
Net assets (EOY)
$146,222,825
Net assets (BOY)
$119,698,355

Income & contributions

Employer contributions
$146,821,321
Participant contributions
$441,802
Total contributions
$147,263,123
Total income / additions
$167,134,227

Expenses & distributions

Benefits paid
$134,209,452
Administrative expenses
$6,400,305
Total expenses
$140,609,757
Net increase / (decrease)
$26,524,470

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Horizon Bc/Bs Of NjNONE$3,031,793not reported in the loaded dataset2023
Empirx Health, LLCNONE$1,898,847not reported in the loaded dataset2023
Payer Matrix LLCNONE$50,475$1,628,3472023
Glenn DibiasiEMPLOYEE$395,093not reported in the loaded dataset2023
The Segal CompanyNONE$378,187not reported in the loaded dataset2023
Green Light Cost Management LLCNONE$367,087not reported in the loaded dataset2023
Conifer Value Based Care LLCNONE$326,354not reported in the loaded dataset2023
Bridgeway Benefit TechnologiesNONE$289,477not reported in the loaded dataset2023
Slevin & Hart PcNONE$254,066not reported in the loaded dataset2023
Brenda GarmaEMPLOYEE$178,213not reported in the loaded dataset2023
Morgan Stanley Smith Barney LLCNONE$144,998not reported in the loaded dataset2023
Healthsmart Care Management SolutioNONE$143,860not reported in the loaded dataset2023
Delta Dental Of New JerseyNONE$130,640not reported in the loaded dataset2023
Brown & Brown Of MassachusettsNONE$125,274not reported in the loaded dataset2023
Hyacinth JohnsonEMPLOYEE$119,154not reported in the loaded dataset2023
Donna SperoneEMPLOYEE$119,058not reported in the loaded dataset2023
Rena SvokosEMPLOYEE$115,952not reported in the loaded dataset2023
Robin GoodmanEMPLOYEE$112,587not reported in the loaded dataset2023
Suanne MccormackEMPLOYEE$112,397not reported in the loaded dataset2023
Joann TheuretEMPLOYEE$111,442not reported in the loaded dataset2023
Robin PerezEMPLOYEE$111,361not reported in the loaded dataset2023
Savita GandotraEMPLOYEE$111,139not reported in the loaded dataset2023
Marisela V RuizEMPLOYEE$106,506not reported in the loaded dataset2023
Bbh Solutions, Inc.NONE$103,144not reported in the loaded dataset2023
Natalina MedinaEMPLOYEE$101,087not reported in the loaded dataset2023
Novak Francella, LLCNONE$99,006not reported in the loaded dataset2023
Dawn QuinnEMPLOYEE$98,286not reported in the loaded dataset2023
Nandina Valencia NowickiEMPLOYEE$96,531not reported in the loaded dataset2023
Monica RodriguezEMPLOYEE$95,333not reported in the loaded dataset2023
Laura MarteEMPLOYEE$94,509not reported in the loaded dataset2023
Tracey RutanEMPLOYEE$92,348not reported in the loaded dataset2023
Pedro GonzalezEMPLOYEE$89,314not reported in the loaded dataset2023
Karen ChanEMPLOYEE$86,138not reported in the loaded dataset2023
Susan StuckeyEMPLOYEE$83,508not reported in the loaded dataset2023
Luz RodriguezEMPLOYEE$83,430not reported in the loaded dataset2023
Emily TonEMPLOYEE$83,330not reported in the loaded dataset2023
Peggie MorganEMPLOYEE$83,046not reported in the loaded dataset2023
Svam International, Inc.NONE$82,723not reported in the loaded dataset2023
Melissa JaimesEMPLOYEE$80,872not reported in the loaded dataset2023
Ebony MccullamEMPLOYEE$80,315not reported in the loaded dataset2023
Marcia GrahamEMPLOYEE$76,896not reported in the loaded dataset2023
Juan PachecoEMPLOYEE$76,080not reported in the loaded dataset2023
Haydeliza Javier-SantosEMPLOYEE$75,469not reported in the loaded dataset2023
Melinda Nye RomaineEMPLOYEE$69,735not reported in the loaded dataset2023
Karen BuchananEMPLOYEE$64,688not reported in the loaded dataset2023
Larry Magarik, EsqNONE$61,875not reported in the loaded dataset2023
Gallagher Benefit Services IncNONE$53,750not reported in the loaded dataset2023
Mfs Investment ManagementNONE$53,632not reported in the loaded dataset2023
Cindy HernandezEMPLOYEE$51,232not reported in the loaded dataset2023
Dr. Anita NischalNONE$48,000not reported in the loaded dataset2023
Vision Service PlanNONE$45,017not reported in the loaded dataset2023
Robyn ReichardNONE$40,050not reported in the loaded dataset2023
Phaxis, LLCNONE$35,000not reported in the loaded dataset2023
Part D Advisors, Inc.NONE$34,127not reported in the loaded dataset2023
Metasource, LLCNONE$21,560not reported in the loaded dataset2023
Boyd Watterson Asset ManagementNONE$19,652not reported in the loaded dataset2023
J. Glynn & CompanyNONE$18,719not reported in the loaded dataset2023
Automatic Data Processing IncNONE$10,805not reported in the loaded dataset2023
Carefirst AdministratorsNONE$5,702not reported in the loaded dataset2023

Related Form 5500 pages