Who sponsors the U.F.C.W. Local 1529 Retiree Fund?

U.F.C.W. Local 1529 Retiree Fund is reported as sponsored by Ufcw Local 1529 Retiree Fund (EIN 46-1465087, plan number 501) in public Form 5500 filings.

What is the most recent Form 5500 filing year for U.F.C.W. Local 1529 Retiree Fund?

The latest Form 5500 filing year loaded for U.F.C.W. Local 1529 Retiree Fund is 2023.

How many participants does U.F.C.W. Local 1529 Retiree Fund report?

U.F.C.W. Local 1529 Retiree Fund reports 492 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for U.F.C.W. Local 1529 Retiree Fund?

U.F.C.W. Local 1529 Retiree Fund reports $2,754,160 in end-of-year plan assets in its latest loaded Form 5500 filing.

U.F.C.W. Local 1529 Retiree Fund — Form 5500 plan (Ufcw Local 1529 Retiree 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, U.F.C.W. Local 1529 Retiree Fund is a benefit plan reported by Ufcw Local 1529 Retiree Fund under EIN 46-1465087 and plan number 501. The latest loaded filing year is 2023. The filing reports 492 participants and $2,754,160 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor: Ufcw Local 1529 Retiree Fund
EIN: 46-1465087
Plan number: 501
Plan type: 1
Location: Cordova, TN
Latest filing year: 2023
Participants: 492
End-of-year plan assets: $2,754,160

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	492	H, C	20250317171513NAL0002933264002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY): $2,754,160
Total liabilities (EOY): $42,369
Net assets (EOY): $2,711,791
Net assets (BOY): $3,105,967

Income & contributions

Participant contributions: $88,650
Total contributions: $88,650
Total income / additions: $166,323

Expenses & distributions

Benefits paid: $404,412
Administrative expenses: $156,087
Total expenses: $560,499
Net increase / (decrease): -$394,176

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Horizon Actuarial Services, LLC	NONE	$62,398	not reported in the loaded dataset	2023
Administrative Consulting Services	NONE	$47,393	not reported in the loaded dataset	2023
Calibre Cpa Group Pllc	NONE	$12,000	not reported in the loaded dataset	2023
Arnall Golden Gregory	NONE	$9,965	not reported in the loaded dataset	2023