Ucfw Unions And Employers Legal Assistance Fund — Form 5500 plan (Board Of Trustees Of Ufcw Unions And Employers Legal Assistance 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, Ucfw Unions And Employers Legal Assistance Fund is a benefit plan reported by Board Of Trustees Of Ufcw Unions And Employers Legal Assistance Fund under EIN 58-1370485 and plan number 502. The latest loaded filing year is 2023. The filing reports 15,467 participants and $908,806 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Ufcw Unions And Employers Legal Assistance Fund
- EIN
- 58-1370485
- Plan number
- 502
- Plan type
- 1
- Location
- Atlanta, GA
- Latest filing year
- 2023
- Participants
- 15,467
- End-of-year plan assets
- $908,806
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 15,467 | H, C | 20241014131112NAL0046072272005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $908,806
- Total liabilities (EOY)
- $282,672
- Net assets (EOY)
- $626,134
- Net assets (BOY)
- $693,788
Income & contributions
- Employer contributions
- $1,469,314
- Total contributions
- $1,469,314
- Total income / additions
- $1,472,620
Expenses & distributions
- Benefits paid
- $1,058,731
- Administrative expenses
- $481,543
- Total expenses
- $1,540,274
- Net increase / (decrease)
- -$67,654
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lisa Carter | PLAN EMPLOYEE | $185,518 | not reported in the loaded dataset | 2023 |
| Hadley Recor | PLAN EMPLOYEE | $117,386 | not reported in the loaded dataset | 2023 |
| Mark Hinds | PLAN EMPLOYEE | $108,835 | not reported in the loaded dataset | 2023 |
| Stanley Johnson | PLAN EMPLOYEE | $104,256 | not reported in the loaded dataset | 2023 |
| Ufcw Benefits Administration LLC | ADMINISTRATOR | $82,846 | not reported in the loaded dataset | 2023 |
| Chanell Owens | PLAN EMPLOYEE | $73,566 | not reported in the loaded dataset | 2023 |
| Charbe Duncan | PLAN EMPLOYEE | $63,535 | not reported in the loaded dataset | 2023 |
| Slevin & Hart | NONE | $54,669 | not reported in the loaded dataset | 2023 |
| Monzerrath Medina | PLAN EMPLOYEE | $47,195 | not reported in the loaded dataset | 2023 |
| Michelle Holliday | PLAN EMPLOYEE | $41,433 | not reported in the loaded dataset | 2023 |
| Taylor Gray | PLAN EMPLOYEE | $37,770 | not reported in the loaded dataset | 2023 |
| Angela Davis | EMPLOYEE | $32,595 | not reported in the loaded dataset | 2023 |
| Myia Robinson | EMPLOYEE | $30,890 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group, Pllc | NONE | $21,071 | not reported in the loaded dataset | 2023 |
| Bha Consulting | NONE | $6,018 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Ufcw Unions And Employers Legal Assistance Fund
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Atlanta, GA
- Lisa Carter — Schedule C compensation
- Hadley Recor — Schedule C compensation
- Mark Hinds — Schedule C compensation
- Stanley Johnson — Schedule C compensation
- Ufcw Benefits Administration LLC — Schedule C compensation
- Chanell Owens — Schedule C compensation
- Charbe Duncan — Schedule C compensation
- Slevin & Hart — Schedule C compensation
- Monzerrath Medina — Schedule C compensation
- Michelle Holliday — Schedule C compensation
- Taylor Gray — Schedule C compensation
- Angela Davis — Schedule C compensation
- Myia Robinson — Schedule C compensation
- Calibre Cpa Group, Pllc — Schedule C compensation
- Bha Consulting — Schedule C compensation