United Food & Commercial Workers Unions & Employers Midwest Health Benefits Fund — Form 5500 plan (Trustees Of Ufcw Unions & Employers Midwest Health Benefits Fund)
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 Unions & Employers Midwest Health Benefits Fund is a benefit plan reported by Trustees Of Ufcw Unions & Employers Midwest Health Benefits Fund under EIN 36-6598490 and plan number 501. The latest loaded filing year is 2023. The filing reports 771 participants and $14,326,128 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Ufcw Unions & Employers Midwest Health Benefits Fund
- EIN
- 36-6598490
- Plan number
- 501
- Plan type
- 1
- Location
- Downers Grove, IL
- Latest filing year
- 2023
- Participants
- 771
- End-of-year plan assets
- $14,326,128
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 771 | H, C | 20250903103534NAL0031457602001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,326,128
- Total liabilities (EOY)
- $3,764,121
- Net assets (EOY)
- $10,562,007
- Net assets (BOY)
- $11,019,327
Income & contributions
- Employer contributions
- $12,876,235
- Participant contributions
- $21,784
- Total contributions
- $12,898,019
- Total income / additions
- $14,290,591
Expenses & distributions
- Benefits paid
- $12,672,024
- Administrative expenses
- $2,075,887
- Total expenses
- $14,747,911
- Net increase / (decrease)
- -$457,320
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wilson-Mcshane | NONE | $457,055 | not reported in the loaded dataset | 2023 |
| Blue Cross Blue Shield Of Illinois | NONE | $444,600 | not reported in the loaded dataset | 2023 |
| Segal Consulting | NONE | $175,818 | not reported in the loaded dataset | 2023 |
| Medical Insurance Consulting Group | NONE | $154,218 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $107,488 | not reported in the loaded dataset | 2023 |
| Reinhart Boerner Van Deuren, Sc | NONE | $103,796 | not reported in the loaded dataset | 2023 |
| Active Health Management, Inc. | NONE | $40,853 | not reported in the loaded dataset | 2023 |
| Welldynerx, LLC | NONE | $33,747 | not reported in the loaded dataset | 2023 |
| The Karmel Law Firm | NONE | $21,600 | not reported in the loaded dataset | 2023 |
| Segall Bryant & Hamill | NONE | $17,535 | $308 | 2023 |
| Hunt Insurance Agency, Inc. | NONE | $0 | $15,562 | 2023 |
| Segal Marco Advisors, Inc. | NONE | $12,500 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $12,409 | $0 | 2023 |
| Adelman & Gettleman Ltd | NONE | $9,788 | not reported in the loaded dataset | 2023 |
| Honsa-Binder Printing | NONE | $8,003 | not reported in the loaded dataset | 2023 |
| Dental Network Of America, LLC | NONE | $7,224 | not reported in the loaded dataset | 2023 |
| Green Light Comparison | NONE | $6,750 | not reported in the loaded dataset | 2023 |
| Datamation | NONE | $5,805 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Ufcw Unions & Employers Midwest Health Benefits Fund
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Downers Grove, IL
- Wilson-Mcshane — Schedule C compensation
- Blue Cross Blue Shield Of Illinois — Schedule C compensation
- Segal Consulting — Schedule C compensation
- Medical Insurance Consulting Group — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Reinhart Boerner Van Deuren, Sc — Schedule C compensation
- Active Health Management, Inc. — Schedule C compensation
- Welldynerx, LLC — Schedule C compensation
- The Karmel Law Firm — Schedule C compensation
- Segall Bryant & Hamill — Schedule C compensation
- Hunt Insurance Agency, Inc. — Schedule C compensation
- Segal Marco Advisors, Inc. — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- Adelman & Gettleman Ltd — Schedule C compensation
- Honsa-Binder Printing — Schedule C compensation
- Dental Network Of America, LLC — Schedule C compensation
- Green Light Comparison — Schedule C compensation
- Datamation — Schedule C compensation