Ufcw Members, Local Unions, And Multi-Employer 401(K) Plan — Form 5500 plan (Ufcw Members, Local Unions, And Mu)
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 Members, Local Unions, And Multi-Employer 401(K) Plan is a benefit plan reported by Ufcw Members, Local Unions, And Mu under EIN 38-0513037 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,798 participants and $26,668,445 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ufcw Members, Local Unions, And Mu
- EIN
- 38-0513037
- Plan number
- 003
- Plan type
- 1
- Location
- Madison Heights, MI
- Latest filing year
- 2023
- Participants
- 1,798
- End-of-year plan assets
- $26,668,445
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,798 | H, C | 20241015151510NAL0014938867002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,668,445
- Total liabilities (EOY)
- $30,069
- Net assets (EOY)
- $26,638,376
- Net assets (BOY)
- $22,999,172
Income & contributions
- Employer contributions
- $296,555
- Participant contributions
- $2,494,084
- Total contributions
- $2,889,875
- Total income / additions
- $6,348,135
Expenses & distributions
- Benefits paid
- $2,338,414
- Administrative expenses
- $346,152
- Total expenses
- $2,708,931
- Net increase / (decrease)
- $3,639,204
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sentinel Benefit Group | RECORDKEEPER | $131,847 | not reported in the loaded dataset | 2023 |
| Cygnet Financial Planning, Inc. | INVESTMENT ADVISOR | $50,898 | not reported in the loaded dataset | 2023 |
| Corporate Plan Administrators, Inc. | THIRD PARTY ADMINISTRATOR | $42,698 | not reported in the loaded dataset | 2023 |
| Lotito & Lazzara, P.C. | AUDITOR | $25,000 | not reported in the loaded dataset | 2023 |
| Fiduciary Firewall Consulting | CONSULTANT | $20,717 | not reported in the loaded dataset | 2023 |
| Fidelity Investments | CUSTODIAN | $11,052 | not reported in the loaded dataset | 2023 |
| Varnum Llp | LEGAL | $1,602 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ufcw Members, Local Unions, And Mu
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Madison Heights, MI
- Sentinel Benefit Group — Schedule C compensation
- Cygnet Financial Planning, Inc. — Schedule C compensation
- Corporate Plan Administrators, Inc. — Schedule C compensation
- Lotito & Lazzara, P.C. — Schedule C compensation
- Fiduciary Firewall Consulting — Schedule C compensation
- Fidelity Investments — Schedule C compensation
- Varnum Llp — Schedule C compensation