Plan5500

Ufcw Local 1459 & Contributing Employers Legal Benefit Fund — Form 5500 plan (Ufcw L. 1459 & Contr. Employers Legal Benefit 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 1459 & Contributing Employers Legal Benefit Fund is a benefit plan reported by Ufcw L. 1459 & Contr. Employers Legal Benefit Fund under EIN 22-2507618 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,868 participants and $58,390 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ufcw L. 1459 & Contr. Employers Legal Benefit Fund
EIN
22-2507618
Plan number
501
Plan type
1
Location
Wallingford, CT
Latest filing year
2023
Participants
1,868
End-of-year plan assets
$58,390

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,868H, C20241008182734NAL0018140193001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$58,390
Total liabilities (EOY)
$14,797
Net assets (EOY)
$43,593
Net assets (BOY)
$41,708

Income & contributions

Employer contributions
$101,022
Total contributions
$101,022
Total income / additions
$101,163

Expenses & distributions

Benefits paid
$79,433
Administrative expenses
$19,845
Total expenses
$99,278
Net increase / (decrease)
$1,885

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Akman & AssociatesNONE$73,008not reported in the loaded dataset2023
Novak Francella, LLCNONE$8,750not reported in the loaded dataset2023
Zenith American SolutionsNONE$8,663not reported in the loaded dataset2023

Related Form 5500 pages