Ufcw Local 555-Employers Health Trust — Form 5500 plan (Board Of Trustees, Ufcw Local 555-Employers Health)
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 555-Employers Health Trust is a benefit plan reported by Board Of Trustees, Ufcw Local 555-Employers Health under EIN 23-7017278 and plan number 501. The latest loaded filing year is 2023. The filing reports 11,910 participants and $175,227,853 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Ufcw Local 555-Employers Health
- EIN
- 23-7017278
- Plan number
- 501
- Plan type
- 1
- Location
- Tualatin, OR
- Latest filing year
- 2023
- Participants
- 11,910
- End-of-year plan assets
- $175,227,853
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 11,910 | H, C | 20250411152515NAL0014207491001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $175,227,853
- Total liabilities (EOY)
- $42,433,316
- Net assets (EOY)
- $132,794,537
- Net assets (BOY)
- $116,658,759
Income & contributions
- Employer contributions
- $145,925,362
- Participant contributions
- $8,009,324
- Total contributions
- $153,934,686
- Total income / additions
- $160,827,027
Expenses & distributions
- Benefits paid
- $141,653,746
- Administrative expenses
- $3,037,503
- Total expenses
- $144,691,249
- Net increase / (decrease)
- $16,135,778
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith American Solutions | NONE | $3,966,940 | not reported in the loaded dataset | 2023 |
| Regence Bluecross Blueshield | NONE | $2,436,082 | $0 | 2023 |
| Innovative Care Management, Inc. | NONE | $995,424 | not reported in the loaded dataset | 2023 |
| Optum Rx, Inc | NONE | $169,171 | $50,615 | 2023 |
| J. Thayer Company | NONE | $191,635 | not reported in the loaded dataset | 2023 |
| Milliman, Inc. | NONE | $152,254 | not reported in the loaded dataset | 2023 |
| Rael & Letson | NONE | $148,340 | not reported in the loaded dataset | 2023 |
| Loomis Sayles | NONE | $138,432 | not reported in the loaded dataset | 2023 |
| Quest Investment Management | NONE | $101,442 | not reported in the loaded dataset | 2023 |
| Activeradar | NONE | $89,625 | not reported in the loaded dataset | 2023 |
| Service Printing Co | NONE | $58,522 | not reported in the loaded dataset | 2023 |
| Service Printing Co. | NONE | $58,222 | $0 | 2023 |
| Barlow Coughran Morales & Josephson | NONE | $47,064 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $40,800 | not reported in the loaded dataset | 2023 |
| Lockton Dunning Benefits | NONE | $40,000 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | $36,757 | $0 | 2023 |
| Verus Investments | NONE | $21,000 | not reported in the loaded dataset | 2023 |
| Jh Herrle & Associates | NONE | $0 | $10,276 | 2023 |
| Bjorklund & Montplaisir | NONE | $8,577 | not reported in the loaded dataset | 2023 |
| Multiemployer LLC | NONE | $8,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Ufcw Local 555-Employers Health
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Tualatin, OR
- Zenith American Solutions — Schedule C compensation
- Regence Bluecross Blueshield — Schedule C compensation
- Innovative Care Management, Inc. — Schedule C compensation
- Optum Rx, Inc — Schedule C compensation
- J. Thayer Company — Schedule C compensation
- Milliman, Inc. — Schedule C compensation
- Rael & Letson — Schedule C compensation
- Loomis Sayles — Schedule C compensation
- Quest Investment Management — Schedule C compensation
- Activeradar — Schedule C compensation
- Service Printing Co — Schedule C compensation
- Barlow Coughran Morales & Josephson — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Lockton Dunning Benefits — Schedule C compensation
- Us Bank — Schedule C compensation
- Verus Investments — Schedule C compensation
- Jh Herrle & Associates — Schedule C compensation
- Bjorklund & Montplaisir — Schedule C compensation
- Multiemployer LLC — Schedule C compensation