Ufcw Union Local 1189 And St. Paul Food Employers Health Care Plan — Form 5500 plan (Trustees Ufcw Union Local 1189 And St. Paul Food Employers Health Care)
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 Union Local 1189 And St. Paul Food Employers Health Care Plan is a benefit plan reported by Trustees Ufcw Union Local 1189 And St. Paul Food Employers Health Care under EIN 41-6051513 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,902 participants and $15,676,860 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Ufcw Union Local 1189 And St. Paul Food Employers Health Care
- EIN
- 41-6051513
- Plan number
- 501
- Plan type
- 1
- Location
- Bloomington, MN
- Latest filing year
- 2023
- Participants
- 1,902
- End-of-year plan assets
- $15,676,860
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,902 | H, C | 20241216171753NAL0000937123005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,676,860
- Total liabilities (EOY)
- $1,988,309
- Net assets (EOY)
- $13,688,551
- Net assets (BOY)
- $9,263,968
Income & contributions
- Employer contributions
- $22,599,305
- Participant contributions
- $665,134
- Total contributions
- $23,264,439
- Total income / additions
- $24,295,530
Expenses & distributions
- Benefits paid
- $19,559,231
- Administrative expenses
- $311,716
- Total expenses
- $19,870,947
- Net increase / (decrease)
- $4,424,583
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wilson-Mcshane Corporation | NONE | $632,854 | not reported in the loaded dataset | 2023 |
| Umr, Inc. | NONE | $513,194 | $4,150 | 2023 |
| T.E.A.M., LLC | NONE | $67,603 | not reported in the loaded dataset | 2023 |
| Ddmn Aso LLC | NONE | $51,704 | not reported in the loaded dataset | 2023 |
| Benevelle Consulting Corporation | NONE | $41,000 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $22,675 | not reported in the loaded dataset | 2023 |
| Shumaker, Loop & Kendrick | NONE | $21,284 | not reported in the loaded dataset | 2023 |
| Kutak Rock, Llp | NONE | $16,605 | not reported in the loaded dataset | 2023 |
| Segall Bryant & Hamill | NONE | $10,241 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | $7,500 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Ufcw Union Local 1189 And St. Paul Food Employers Health Care
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Bloomington, MN
- Wilson-Mcshane Corporation — Schedule C compensation
- Umr, Inc. — Schedule C compensation
- T.E.A.M., LLC — Schedule C compensation
- Ddmn Aso LLC — Schedule C compensation
- Benevelle Consulting Corporation — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Shumaker, Loop & Kendrick — Schedule C compensation
- Kutak Rock, Llp — Schedule C compensation
- Segall Bryant & Hamill — Schedule C compensation
- Us Bank — Schedule C compensation