Ufcw Local 400 & Employers Health & Welfare Fund — Form 5500 plan (Board Of Trustees- Ufcw Local 400 Health & Welfare 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, Ufcw Local 400 & Employers Health & Welfare Fund is a benefit plan reported by Board Of Trustees- Ufcw Local 400 Health & Welfare Fund under EIN 55-0393244 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,938 participants and $2,099,081 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees- Ufcw Local 400 Health & Welfare Fund
- EIN
- 55-0393244
- Plan number
- 501
- Plan type
- 1
- Location
- South Charleston, WV
- Latest filing year
- 2023
- Participants
- 2,938
- End-of-year plan assets
- $2,099,081
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,938 | H, C | 20241115172509NAL0000700531003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,099,081
- Total liabilities (EOY)
- $261,156
- Net assets (EOY)
- $1,837,925
- Net assets (BOY)
- $2,071,761
Income & contributions
- Employer contributions
- $26,046,337
- Participant contributions
- $975,720
- Total contributions
- $27,022,057
- Total income / additions
- $27,108,915
Expenses & distributions
- Benefits paid
- $26,050,120
- Administrative expenses
- $1,292,631
- Total expenses
- $27,342,751
- Net increase / (decrease)
- -$233,836
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Anthem Insurance Companies | NONE | $778,629 | not reported in the loaded dataset | 2023 |
| Reinhart, Boerner, Van Deuren | NONE | $158,740 | not reported in the loaded dataset | 2023 |
| Benesys, Inc | NONE | $155,080 | not reported in the loaded dataset | 2023 |
| Milliman Inc. | NONE | $98,404 | not reported in the loaded dataset | 2023 |
| Slevin & Hart, P.C. | NONE | $98,402 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group, Pllc | NONE | $69,896 | not reported in the loaded dataset | 2023 |
| Nancy Duff | EMPLOYEE | $55,130 | not reported in the loaded dataset | 2023 |
| Kimberly Rogers | EMPLOYEE | $38,919 | not reported in the loaded dataset | 2023 |
| April Smith | EMPLOYEE | $36,569 | not reported in the loaded dataset | 2023 |
| Delta Dental Of Pennsylvania | NONE | $35,439 | not reported in the loaded dataset | 2023 |
| D Street LLC | NONE | $34,956 | not reported in the loaded dataset | 2023 |
| Elizabeth Gunnoe | EMPLOYEE | $32,561 | not reported in the loaded dataset | 2023 |
| Jones Printing Service, Inc. | NONE | $21,845 | not reported in the loaded dataset | 2023 |
| Group Vision Services | NONE | $13,658 | not reported in the loaded dataset | 2023 |
| United Actuarial | NONE | $10,750 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees- Ufcw Local 400 Health & Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in WV
- 401(k) and benefit plan filings in South Charleston, WV
- Anthem Insurance Companies — Schedule C compensation
- Reinhart, Boerner, Van Deuren — Schedule C compensation
- Benesys, Inc — Schedule C compensation
- Milliman Inc. — Schedule C compensation
- Slevin & Hart, P.C. — Schedule C compensation
- Calibre Cpa Group, Pllc — Schedule C compensation
- Nancy Duff — Schedule C compensation
- Kimberly Rogers — Schedule C compensation
- April Smith — Schedule C compensation
- Delta Dental Of Pennsylvania — Schedule C compensation
- D Street LLC — Schedule C compensation
- Elizabeth Gunnoe — Schedule C compensation
- Jones Printing Service, Inc. — Schedule C compensation
- Group Vision Services — Schedule C compensation
- United Actuarial — Schedule C compensation