Ufcw Local 1625 And Employers Health & Welfare Fun — Form 5500 plan (Ufcw Local 1625 And Employers 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 1625 And Employers Health & Welfare Fun is a benefit plan reported by Ufcw Local 1625 And Employers Health & Welfare Fund under EIN 75-6232408 and plan number 501. The latest loaded filing year is 2023. The filing reports 763 participants and $6,107,964 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ufcw Local 1625 And Employers Health & Welfare Fund
- EIN
- 75-6232408
- Plan number
- 501
- Plan type
- 1
- Location
- Pembroke Pines, FL
- Latest filing year
- 2023
- Participants
- 763
- End-of-year plan assets
- $6,107,964
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 763 | H, C | 20241014163205NAL0046818288001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,107,964
- Total liabilities (EOY)
- $415,000
- Net assets (EOY)
- $5,692,964
- Net assets (BOY)
- $5,006,517
Income & contributions
- Employer contributions
- $7,475,960
- Participant contributions
- $2,918
- Total contributions
- $7,478,878
- Total income / additions
- $7,892,441
Expenses & distributions
- Benefits paid
- $6,840,952
- Administrative expenses
- $365,042
- Total expenses
- $7,205,994
- Net increase / (decrease)
- $686,447
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cigna Health And Life Ins Co | NONE | $482,794 | $0 | 2023 |
| Neba, Inc. | NONE | $185,699 | not reported in the loaded dataset | 2023 |
| Phillips, Richard, And Rind Pa | NONE | $50,033 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $25,000 | not reported in the loaded dataset | 2023 |
| Bha Consulting LLC | NONE | $23,044 | not reported in the loaded dataset | 2023 |
| Top Drawer, Inc. | NONE | $10,185 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ufcw Local 1625 And Employers Health & Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Pembroke Pines, FL
- Cigna Health And Life Ins Co — Schedule C compensation
- Neba, Inc. — Schedule C compensation
- Phillips, Richard, And Rind Pa — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Bha Consulting LLC — Schedule C compensation
- Top Drawer, Inc. — Schedule C compensation