Ucbt Retiree Health Plan — Form 5500 plan (Ucbt Retiree Health Plan)
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, Ucbt Retiree Health Plan is a benefit plan reported by Ucbt Retiree Health Plan under EIN 82-2616834 and plan number 501. The latest loaded filing year is 2023. The filing reports 221 participants and $3,370,497 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ucbt Retiree Health Plan
- EIN
- 82-2616834
- Plan number
- 501
- Plan type
- 1
- Location
- Concord, CA
- Latest filing year
- 2023
- Participants
- 221
- End-of-year plan assets
- $3,370,497
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 221 | H, C | 20241015220202NAL0015456419001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,370,497
- Total liabilities (EOY)
- $339,082
- Net assets (EOY)
- $3,031,415
- Net assets (BOY)
- $1,647,170
Income & contributions
- Employer contributions
- $3,254,866
- Participant contributions
- $563,132
- Total contributions
- $3,817,998
- Total income / additions
- $3,871,492
Expenses & distributions
- Benefits paid
- $2,316,100
- Administrative expenses
- $171,147
- Total expenses
- $2,487,247
- Net increase / (decrease)
- $1,384,245
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ufcw Group Administration LLC | SALARIED ADMINISTRATOR | $81,452 | not reported in the loaded dataset | 2023 |
| Eide Bailly Llp | NONE | $30,240 | not reported in the loaded dataset | 2023 |
| Blue Shield | NONE | $14,501 | $0 | 2023 |
| Segal | NONE | $10,648 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ucbt Retiree Health Plan
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Concord, CA
- Ufcw Group Administration LLC — Schedule C compensation
- Eide Bailly Llp — Schedule C compensation
- Blue Shield — Schedule C compensation
- Segal — Schedule C compensation