United Food & Commercial Workers Union Employer Health & Welfare Fund — Form 5500 plan (United Food & Commercial Workers Union Employer Health & Welfare Fu)
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 Union Employer Health & Welfare Fund is a benefit plan reported by United Food & Commercial Workers Union Employer Health & Welfare Fu under EIN 34-6726563 and plan number 501. The latest loaded filing year is 2023. The filing reports 13,731 participants and $117,476,779 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Food & Commercial Workers Union Employer Health & Welfare Fu
- EIN
- 34-6726563
- Plan number
- 501
- Plan type
- 1
- Location
- Broadview Heights, OH
- Latest filing year
- 2023
- Participants
- 13,731
- End-of-year plan assets
- $117,476,779
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 13,731 | H, C | 20250710093008NAL0008975696001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $117,476,779
- Total liabilities (EOY)
- $29,542,723
- Net assets (EOY)
- $87,934,056
- Net assets (BOY)
- $62,927,160
Income & contributions
- Employer contributions
- $105,541,278
- Participant contributions
- $5,708,030
- Total contributions
- $111,249,308
- Total income / additions
- $142,085,325
Expenses & distributions
- Benefits paid
- $113,330,912
- Administrative expenses
- $3,747,517
- Total expenses
- $117,078,429
- Net increase / (decrease)
- $25,006,896
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Medical Mutual | not reported in the loaded dataset | $2,485,221 | not reported in the loaded dataset | 2023 |
| Ufcw Health & Welfare Plan | not reported in the loaded dataset | $1,076,547 | not reported in the loaded dataset | 2023 |
| Caremark | not reported in the loaded dataset | $732,847 | not reported in the loaded dataset | 2023 |
| Merrill Lynch | not reported in the loaded dataset | $333,332 | $2,795 | 2023 |
| Wainblat Law LLC | not reported in the loaded dataset | $264,001 | not reported in the loaded dataset | 2023 |
| Call A Doctor Plus | not reported in the loaded dataset | $214,322 | not reported in the loaded dataset | 2023 |
| Cunningham & Associates | not reported in the loaded dataset | $138,200 | not reported in the loaded dataset | 2023 |
| Bridegway Technologies | not reported in the loaded dataset | $135,249 | not reported in the loaded dataset | 2023 |
| Infostore | not reported in the loaded dataset | $130,520 | not reported in the loaded dataset | 2023 |
| Dentemax | not reported in the loaded dataset | $58,496 | $0 | 2023 |
| Davis Vision | not reported in the loaded dataset | $40,903 | not reported in the loaded dataset | 2023 |
| The Segal Company | not reported in the loaded dataset | $25,759 | not reported in the loaded dataset | 2023 |
| Usi Insurance | not reported in the loaded dataset | $16,975 | not reported in the loaded dataset | 2023 |
| Metrohealth | not reported in the loaded dataset | $16,875 | not reported in the loaded dataset | 2023 |
| Fusco Gallagher Porcaro Llp | not reported in the loaded dataset | $9,820 | not reported in the loaded dataset | 2023 |
| Bank Of America | not reported in the loaded dataset | $8,848 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for United Food & Commercial Workers Union Employer Health & Welfare Fu
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Broadview Heights, OH
- Medical Mutual — Schedule C compensation
- Ufcw Health & Welfare Plan — Schedule C compensation
- Caremark — Schedule C compensation
- Merrill Lynch — Schedule C compensation
- Wainblat Law LLC — Schedule C compensation
- Call A Doctor Plus — Schedule C compensation
- Cunningham & Associates — Schedule C compensation
- Bridegway Technologies — Schedule C compensation
- Infostore — Schedule C compensation
- Dentemax — Schedule C compensation
- Davis Vision — Schedule C compensation
- The Segal Company — Schedule C compensation
- Usi Insurance — Schedule C compensation
- Metrohealth — Schedule C compensation
- Fusco Gallagher Porcaro Llp — Schedule C compensation
- Bank Of America — Schedule C compensation