Ufcw Investment Savings Plan And Trust — Form 5500 plan (Board Of Trustees, Ufcw Investment Savings Plan And)
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 Investment Savings Plan And Trust is a benefit plan reported by Board Of Trustees, Ufcw Investment Savings Plan And under EIN 91-1852794 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,973 participants and $32,116,161 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Ufcw Investment Savings Plan And
- EIN
- 91-1852794
- Plan number
- 001
- Plan type
- 1
- Location
- Tualatin, OR
- Latest filing year
- 2023
- Participants
- 2,973
- End-of-year plan assets
- $32,116,161
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,973 | H, C | 20241022182504NAL0001541395001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,116,161
- Total liabilities (EOY)
- $5,625
- Net assets (EOY)
- $32,110,536
- Net assets (BOY)
- $27,638,361
Income & contributions
- Employer contributions
- $1,084,587
- Participant contributions
- $756,618
- Total contributions
- $1,907,161
- Total income / additions
- $6,511,832
Expenses & distributions
- Benefits paid
- $1,822,981
- Administrative expenses
- $216,676
- Total expenses
- $2,039,657
- Net increase / (decrease)
- $4,472,175
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Retirement Plan Svcs | NONE | $69,075 | $0 | 2023 |
| Zenith American Solutions | NONE | $46,872 | not reported in the loaded dataset | 2023 |
| Rvk, Inc. | NONE | $22,500 | not reported in the loaded dataset | 2023 |
| Bjorklund & Montplaisir | NONE | $14,200 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $13,250 | not reported in the loaded dataset | 2023 |
| Barlow Coughran Morales Josephson | NONE | $8,234 | not reported in the loaded dataset | 2023 |
| Us Bank Na | NONE | $7,812 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Ufcw Investment Savings Plan And
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Tualatin, OR
- John Hancock Retirement Plan Svcs — Schedule C compensation
- Zenith American Solutions — Schedule C compensation
- Rvk, Inc. — Schedule C compensation
- Bjorklund & Montplaisir — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Barlow Coughran Morales Josephson — Schedule C compensation
- Us Bank Na — Schedule C compensation