Ufcw Local 342 Savings And 401(K) Plan — Form 5500 plan (Board Of Trustees Ufcw Local 342 Savings And 401(K))
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 342 Savings And 401(K) Plan is a benefit plan reported by Board Of Trustees Ufcw Local 342 Savings And 401(K) under EIN 56-2364474 and plan number 001. The latest loaded filing year is 2023. The filing reports 10,012 participants and $110,816,356 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Ufcw Local 342 Savings And 401(K)
- EIN
- 56-2364474
- Plan number
- 001
- Plan type
- 1
- Location
- Bohemia, NY
- Latest filing year
- 2023
- Participants
- 10,012
- End-of-year plan assets
- $110,816,356
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 10,012 | H, C | 20241014174540NAL0053409234003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $110,816,356
- Total liabilities (EOY)
- $148,373
- Net assets (EOY)
- $110,667,983
- Net assets (BOY)
- $93,067,346
Income & contributions
- Employer contributions
- $7,588,387
- Participant contributions
- $1,839,575
- Total contributions
- $9,438,784
- Total income / additions
- $24,738,940
Expenses & distributions
- Benefits paid
- $5,343,124
- Administrative expenses
- $1,524,673
- Total expenses
- $7,138,303
- Net increase / (decrease)
- $17,600,637
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ufcw Local 342 Welfare Fund | RELATED PARTY | $517,128 | not reported in the loaded dataset | 2023 |
| John Hancock Retirement Plan Servic | NONE | $413,687 | $0 | 2023 |
| Ufcw Local 342 Operating Account | RELATED PARTY | $373,532 | not reported in the loaded dataset | 2023 |
| Ufcw Local 342 | RELATED PARTY | $143,445 | not reported in the loaded dataset | 2023 |
| Novak Francella LLC | NONE | $36,790 | not reported in the loaded dataset | 2023 |
| Quan-Vest Consultants | NONE | $30,996 | not reported in the loaded dataset | 2023 |
| Archer Byington Glennon & Levine | NONE | $11,408 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Ufcw Local 342 Savings And 401(K)
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Bohemia, NY
- Ufcw Local 342 Welfare Fund — Schedule C compensation
- John Hancock Retirement Plan Servic — Schedule C compensation
- Ufcw Local 342 Operating Account — Schedule C compensation
- Ufcw Local 342 — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- Quan-Vest Consultants — Schedule C compensation
- Archer Byington Glennon & Levine — Schedule C compensation