Ufcw Local 1995 And Employer Health And Welfare Fund — Form 5500 plan (Ufcw Local 1995 And Employer Health And 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 1995 And Employer Health And Welfare Fund is a benefit plan reported by Ufcw Local 1995 And Employer Health And Welfare Fund under EIN 58-6055205 and plan number 501. The latest loaded filing year is 2023. The filing reports 6,597 participants and $1,177,210 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ufcw Local 1995 And Employer Health And Welfare Fund
- EIN
- 58-6055205
- Plan number
- 501
- Plan type
- 1
- Location
- Atlanta, GA
- Latest filing year
- 2023
- Participants
- 6,597
- End-of-year plan assets
- $1,177,210
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,597 | H, C | 20250814185554NAL0009839297001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,177,210
- Total liabilities (EOY)
- $3,416,430
- Net assets (EOY)
- -$2,239,220
- Net assets (BOY)
- -$2,082,854
Income & contributions
- Employer contributions
- $31,335,948
- Participant contributions
- $73,283
- Total contributions
- $31,409,231
- Total income / additions
- $31,409,791
Expenses & distributions
- Benefits paid
- $28,938,848
- Administrative expenses
- $2,627,309
- Total expenses
- $31,566,157
- Net increase / (decrease)
- -$156,366
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Cross Blue Shield Of Tennessee | NONE | $1,934,684 | $0 | 2023 |
| Ufcw & Employers Benefits Admin LLC | NONE | $655,076 | not reported in the loaded dataset | 2023 |
| Reinhart, Boerner, Van Deuren | NONE | $93,762 | not reported in the loaded dataset | 2023 |
| Bha Consulting, LLC | NONE | $66,309 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group Pllc | NONE | $30,585 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ufcw Local 1995 And Employer Health And Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Atlanta, GA
- Blue Cross Blue Shield Of Tennessee — Schedule C compensation
- Ufcw & Employers Benefits Admin LLC — Schedule C compensation
- Reinhart, Boerner, Van Deuren — Schedule C compensation
- Bha Consulting, LLC — Schedule C compensation
- Calibre Cpa Group Pllc — Schedule C compensation