Ufcw Local 152 Savings Plan — Form 5500 plan (Board Of Trustees, Ufcw Local 152 Saving)
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 152 Savings Plan is a benefit plan reported by Board Of Trustees, Ufcw Local 152 Saving under EIN 23-6421914 and plan number 001. The latest loaded filing year is 2023. The filing reports 17,739 participants and $33,248,852 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Ufcw Local 152 Saving
- EIN
- 23-6421914
- Plan number
- 001
- Plan type
- 1
- Location
- Mount Laurel, NJ
- Latest filing year
- 2023
- Participants
- 17,739
- End-of-year plan assets
- $33,248,852
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 17,739 | H, C | 20241015170506NAL0015139731002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,248,852
- Total liabilities (EOY)
- $881,363
- Net assets (EOY)
- $32,367,489
- Net assets (BOY)
- $32,524,071
Income & contributions
- Employer contributions
- $1,111,808
- Participant contributions
- $602,131
- Total contributions
- $1,713,939
- Total income / additions
- $3,534,484
Expenses & distributions
- Benefits paid
- $3,298,523
- Administrative expenses
- $392,543
- Total expenses
- $3,691,066
- Net increase / (decrease)
- -$156,582
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tri-State Administrators, Inc. | NONE | $290,804 | not reported in the loaded dataset | 2023 |
| Mspc | NONE | $25,000 | not reported in the loaded dataset | 2023 |
| Morgan, Lewis Bockius, Llp | NONE | $24,792 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | NONE | $10,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Ufcw Local 152 Saving
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Mount Laurel, NJ
- Tri-State Administrators, Inc. — Schedule C compensation
- Mspc — Schedule C compensation
- Morgan, Lewis Bockius, Llp — Schedule C compensation
- Morgan Stanley — Schedule C compensation