Mufcw Union And Employers Joint Prepaid Legal Plan — Form 5500 plan (Mufcw Union And Employers Joint Prepaid Legal)
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, Mufcw Union And Employers Joint Prepaid Legal Plan is a benefit plan reported by Mufcw Union And Employers Joint Prepaid Legal under EIN 38-3136636 and plan number 501. The latest loaded filing year is 2023. The filing reports 8,236 participants and $852,744 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$834.5KPlan net assets, end of year$834,511
Participants8.2KCovered participants reported8,236
Assets / participant$104Computed: assets ÷ participants$104 (computed)
Provider compensation$194.2K5 Schedule C provider row(s)$194,216
- Plan sponsor
- Mufcw Union And Employers Joint Prepaid Legal
- EIN
- 38-3136636
- Plan number
- 501
- Plan type
- 1
- Location
- Dayton, OH
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8,236 | H, C | 20250115164332NAL0021986513001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$852.7K total assets
Net assets$834.5KLiabilities$18.2K
Full reported line items
Net assets
- Total assets (EOY)
- $852,744
- Total liabilities (EOY)
- $18,233
- Net assets (EOY)
- $834,511
- Net assets (BOY)
- $811,085
Income & contributions
- Employer contributions
- $302,583
- Total contributions
- $302,583
- Total income / additions
- $381,233
Expenses & distributions
- Benefits paid
- $198,590
- Administrative expenses
- $159,217
- Total expenses
- $357,807
- Net increase / (decrease)
- $23,426
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Heartland Benefit Plan | NONE | $84,725 | not reported in the loaded dataset | 2023 |
| Paskel, Tashman & Walker Pc | NONE | $72,008 | not reported in the loaded dataset | 2023 |
| Sikich Llp | NONE | $14,750 | not reported in the loaded dataset | 2023 |
| Mcknight, Canzano, Smith, Radtke & | NONE | $14,400 | not reported in the loaded dataset | 2023 |
| Comerica Bank | NONE | $8,333 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mufcw Union And Employers Joint Prepaid Legal
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Dayton, OH
- Heartland Benefit Plan — Schedule C compensation
- Paskel, Tashman & Walker Pc — Schedule C compensation
- Sikich Llp — Schedule C compensation
- Mcknight, Canzano, Smith, Radtke & — Schedule C compensation
- Comerica Bank — Schedule C compensation