United Food & Commercial Workers Pension Fund Of Northeastern Pennsylvania — Form 5500 plan (United Food & Commercial Workers Pension Fd Ne Pa)
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 Pension Fund Of Northeastern Pennsylvania is a benefit plan reported by United Food & Commercial Workers Pension Fd Ne Pa under EIN 23-6410991 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,434 participants and $1,110,951 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Food & Commercial Workers Pension Fd Ne Pa
- EIN
- 23-6410991
- Plan number
- 001
- Plan type
- 1
- Location
- Plymouth Meeting, PA
- Latest filing year
- 2023
- Participants
- 1,434
- End-of-year plan assets
- $1,110,951
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,434 | H, C | 20241009110457NAL0010548067001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,110,951
- Total liabilities (EOY)
- $16,446
- Net assets (EOY)
- $1,094,505
- Net assets (BOY)
- $1,036,732
Income & contributions
- Employer contributions
- $270,282
- Total contributions
- $270,282
- Total income / additions
- $3,571,069
Expenses & distributions
- Benefits paid
- $3,436,564
- Administrative expenses
- $73,945
- Total expenses
- $3,513,296
- Net increase / (decrease)
- $57,773
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willig Williams & Davidson | NONE | $19,552 | not reported in the loaded dataset | 2023 |
| Cbiz | NONE | $12,587 | not reported in the loaded dataset | 2023 |
| Alan Ross & Company, Pc | NONE | $11,500 | not reported in the loaded dataset | 2023 |
| Healthcare Strategies, Inc | NONE | $8,790 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for United Food & Commercial Workers Pension Fd Ne Pa
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Plymouth Meeting, PA
- Willig Williams & Davidson — Schedule C compensation
- Cbiz — Schedule C compensation
- Alan Ross & Company, Pc — Schedule C compensation
- Healthcare Strategies, Inc — Schedule C compensation