Ufcw Local 1776 & Participating Employers Retirement And Savings Plan — Form 5500 plan (Ufcw Local 1776 & Participating Employer Retirement And 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 1776 & Participating Employers Retirement And Savings Plan is a benefit plan reported by Ufcw Local 1776 & Participating Employer Retirement And Savings Plan under EIN 23-2997353 and plan number 001. The latest loaded filing year is 2023. The filing reports 8,356 participants and $87,463,753 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ufcw Local 1776 & Participating Employer Retirement And Savings Plan
- EIN
- 23-2997353
- Plan number
- 001
- Plan type
- 1
- Location
- Plymouth Meeting, PA
- Latest filing year
- 2023
- Participants
- 8,356
- End-of-year plan assets
- $87,463,753
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8,356 | H, C | 20241011151726NAL0023076097002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $87,463,753
- Total liabilities (EOY)
- $21,090
- Net assets (EOY)
- $87,442,663
- Net assets (BOY)
- $72,132,831
Income & contributions
- Employer contributions
- $3,586,337
- Participant contributions
- $3,709,820
- Total contributions
- $7,316,889
- Total income / additions
- $19,898,149
Expenses & distributions
- Benefits paid
- $4,382,391
- Administrative expenses
- $134,846
- Total expenses
- $4,588,317
- Net increase / (decrease)
- $15,309,832
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Healthcare Strategies, Inc | NONE | $25,966 | not reported in the loaded dataset | 2023 |
| Cbiz Retirement Plan Services | NONE | $25,000 | not reported in the loaded dataset | 2023 |
| Willig, Williams & Davidson | NONE | $22,016 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | NONE | $20,126 | $0 | 2023 |
| Rbc Wealth Mgt, Nwc 313-24576 | NONE | $18,000 | not reported in the loaded dataset | 2023 |
| Alan Ross And Company, Pc | NONE | $8,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ufcw Local 1776 & Participating Employer Retirement And Savings Plan
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Plymouth Meeting, PA
- Healthcare Strategies, Inc — Schedule C compensation
- Cbiz Retirement Plan Services — Schedule C compensation
- Willig, Williams & Davidson — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Rbc Wealth Mgt, Nwc 313-24576 — Schedule C compensation
- Alan Ross And Company, Pc — Schedule C compensation