United Food And Commercial Workers Local 1500 Annuity Plan — Form 5500 plan (Board Of Trustees Ufcw Local 1500 Annuity 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 And Commercial Workers Local 1500 Annuity Plan is a benefit plan reported by Board Of Trustees Ufcw Local 1500 Annuity Fund under EIN 47-5675902 and plan number 001. The latest loaded filing year is 2023. The filing reports 9,027 participants and $36,803,041 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Ufcw Local 1500 Annuity Fund
- EIN
- 47-5675902
- Plan number
- 001
- Plan type
- 1
- Location
- Westbury, NY
- Latest filing year
- 2023
- Participants
- 9,027
- End-of-year plan assets
- $36,803,041
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9,027 | H, C | 20241014092800NAL0014700227003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $36,803,041
- Total liabilities (EOY)
- $183,484
- Net assets (EOY)
- $36,619,557
- Net assets (BOY)
- $25,051,035
Income & contributions
- Employer contributions
- $10,226,791
- Total contributions
- $10,226,791
- Total income / additions
- $13,371,689
Expenses & distributions
- Benefits paid
- $839,995
- Administrative expenses
- $963,172
- Total expenses
- $1,803,167
- Net increase / (decrease)
- $11,568,522
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ufcw Local 1500 | AFFILIATED LOCAL UNION | $532,707 | not reported in the loaded dataset | 2023 |
| Aria Employee Benefit Services | NONE | $210,230 | not reported in the loaded dataset | 2023 |
| Ubs Financial Services | NONE | $107,661 | $0 | 2023 |
| Ufcw Local 1500 Building, Inc | AFFILIATED TITLE HOLDING | $53,200 | not reported in the loaded dataset | 2023 |
| Berdon Llp | NONE | $16,500 | not reported in the loaded dataset | 2023 |
| Segal Company | NONE | $11,000 | not reported in the loaded dataset | 2023 |
| Ajv LLC | NONE | $5,158 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Ufcw Local 1500 Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Westbury, NY
- Ufcw Local 1500 — Schedule C compensation
- Aria Employee Benefit Services — Schedule C compensation
- Ubs Financial Services — Schedule C compensation
- Ufcw Local 1500 Building, Inc — Schedule C compensation
- Berdon Llp — Schedule C compensation
- Segal Company — Schedule C compensation
- Ajv LLC — Schedule C compensation