Ufcw Unions And Participating Employers Health And Welfare Fund — Form 5500 plan (Board Of Trustees, Ufcw Unions And Participating Employers Health And)
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 Unions And Participating Employers Health And Welfare Fund is a benefit plan reported by Board Of Trustees, Ufcw Unions And Participating Employers Health And under EIN 52-6044428 and plan number 502. The latest loaded filing year is 2023. The filing reports 1,153 participants and $6,198,492 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Ufcw Unions And Participating Employers Health And
- EIN
- 52-6044428
- Plan number
- 502
- Plan type
- 1
- Location
- Landover, MD
- Latest filing year
- 2023
- Participants
- 1,153
- End-of-year plan assets
- $6,198,492
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,153 | H, C | 20241015164540NAL0029157025001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,198,492
- Total liabilities (EOY)
- $1,702,263
- Net assets (EOY)
- $4,496,229
- Net assets (BOY)
- $3,107,760
Income & contributions
- Employer contributions
- $10,366,807
- Participant contributions
- $1,028,027
- Total contributions
- $11,394,834
- Total income / additions
- $11,853,389
Expenses & distributions
- Benefits paid
- $9,502,814
- Administrative expenses
- $962,106
- Total expenses
- $10,464,920
- Net increase / (decrease)
- $1,388,469
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Associated Administrators LLC | NONE | $340,307 | not reported in the loaded dataset | 2023 |
| Conifer Value Based Care LLC | NONE | $145,413 | not reported in the loaded dataset | 2023 |
| Slevin & Hart Pc | NONE | $127,611 | not reported in the loaded dataset | 2023 |
| Morgan Lewis & Bockius Llp | NONE | $78,058 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $75,014 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown | NONE | $54,880 | not reported in the loaded dataset | 2023 |
| Carefirst | NONE | $28,912 | not reported in the loaded dataset | 2023 |
| Carelon Behavioral Health, Inc. | NONE | $23,368 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Ufcw Unions And Participating Employers Health And
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Landover, MD
- Associated Administrators LLC — Schedule C compensation
- Conifer Value Based Care LLC — Schedule C compensation
- Slevin & Hart Pc — Schedule C compensation
- Morgan Lewis & Bockius Llp — Schedule C compensation
- The Segal Company — Schedule C compensation
- Withumsmith+Brown — Schedule C compensation
- Carefirst — Schedule C compensation
- Carelon Behavioral Health, Inc. — Schedule C compensation