United Food And Commercial Workers Unions And Food Employers Benefit Fund — Form 5500 plan (Board Of Trustees, United Food And Commercial Workers)
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, United Food And Commercial Workers Unions And Food Employers Benefit Fund is a benefit plan reported by Board Of Trustees, United Food And Commercial Workers under EIN 95-2301788 and plan number 501. The latest loaded filing year is 2023. The filing reports 54,916 participants and $493,092,708 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, United Food And Commercial Workers
- EIN
- 95-2301788
- Plan number
- 501
- Plan type
- 1
- Location
- Cypress, CA
- Latest filing year
- 2023
- Participants
- 54,916
- End-of-year plan assets
- $493,092,708
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 54,916 | H, C | 20250110115504NAL0007759667001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $493,092,708
- Total liabilities (EOY)
- $172,368,214
- Net assets (EOY)
- $320,724,494
- Net assets (BOY)
- $303,059,703
Income & contributions
- Employer contributions
- $559,955,185
- Participant contributions
- $64,947,618
- Total contributions
- $624,902,803
- Total income / additions
- $644,227,731
Expenses & distributions
- Benefits paid
- $596,768,512
- Administrative expenses
- $29,794,428
- Total expenses
- $626,562,940
- Net increase / (decrease)
- $17,664,791
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sc Ufcw Administration LLC | NONE | $20,167,903 | not reported in the loaded dataset | 2023 |
| Anthem Blue Cross Life And Health | NONE | $4,543,110 | not reported in the loaded dataset | 2023 |
| Health Management Concepts | NONE | $2,030,515 | not reported in the loaded dataset | 2023 |
| Delta Dental Of California | NONE | $1,609,327 | not reported in the loaded dataset | 2023 |
| Seyfarth Shaw | NONE | $887,331 | not reported in the loaded dataset | 2023 |
| The Segal Co. (Ws) Inc. | NONE | $655,078 | not reported in the loaded dataset | 2023 |
| Horizon Actuarial Services, LLC | NONE | $612,759 | not reported in the loaded dataset | 2023 |
| Schwartz, Steinsapir, Dohrmann | NONE | $439,795 | not reported in the loaded dataset | 2023 |
| Cvs Pharmacy, Inc. | NONE | $382,397 | not reported in the loaded dataset | 2023 |
| Income Research & Management | NONE | $218,396 | not reported in the loaded dataset | 2023 |
| Adaptivedge LLC | NONE | $215,916 | not reported in the loaded dataset | 2023 |
| Wells Fargo Bank Na | NONE | $198,007 | not reported in the loaded dataset | 2023 |
| Berkshire Hathaway | NONE | $184,719 | not reported in the loaded dataset | 2023 |
| Barry Mitchell, Dds | NONE | $176,242 | not reported in the loaded dataset | 2023 |
| Alan Weiss, Dds | NONE | $169,600 | not reported in the loaded dataset | 2023 |
| 1111 Systems | NONE | $166,896 | not reported in the loaded dataset | 2023 |
| Skiff & Associates Consulting, Inc. | NONE | $151,304 | not reported in the loaded dataset | 2023 |
| Cs Mckee | NONE | $141,595 | not reported in the loaded dataset | 2023 |
| Matrix Group International Inc. | NONE | $137,944 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $128,230 | not reported in the loaded dataset | 2023 |
| Sirius Computer Solutions Inc. | NONE | $124,722 | not reported in the loaded dataset | 2023 |
| Smith Communications Partners | NONE | $112,125 | not reported in the loaded dataset | 2023 |
| Kofax Inc. | NONE | $98,505 | not reported in the loaded dataset | 2023 |
| Keybank National Association | NONE | $90,682 | not reported in the loaded dataset | 2023 |
| Shenkman Capital Mgmt | NONE | $85,515 | not reported in the loaded dataset | 2023 |
| Computacenter Fusionstorm Inc | NONE | $80,759 | not reported in the loaded dataset | 2023 |
| Xtivia Inc. | NONE | $79,962 | not reported in the loaded dataset | 2023 |
| Meketa Investment Group | NONE | $75,000 | not reported in the loaded dataset | 2023 |
| Marsh & Mclennan Agency LLC | NONE | $0 | $70,179 | 2023 |
| Manus 360 | NONE | $68,000 | not reported in the loaded dataset | 2023 |
| Gartner Inc | NONE | $42,981 | not reported in the loaded dataset | 2023 |
| Snow Software Inc. | NONE | $32,444 | not reported in the loaded dataset | 2023 |
| Blytheco Inc. | NONE | $27,222 | not reported in the loaded dataset | 2023 |
| Northern Trust Capital Management | NONE | $26,894 | not reported in the loaded dataset | 2023 |
| Open Text Inc | NONE | $25,633 | not reported in the loaded dataset | 2023 |
| Chubb | NONE | $22,284 | not reported in the loaded dataset | 2023 |
| Getbridge LLC | NONE | $22,052 | not reported in the loaded dataset | 2023 |
| Adp | NONE | $21,917 | not reported in the loaded dataset | 2023 |
| Progress Software Corp. | NONE | $21,564 | not reported in the loaded dataset | 2023 |
| Gmi | NONE | $19,230 | not reported in the loaded dataset | 2023 |
| Vertiv Corp. | NONE | $17,110 | not reported in the loaded dataset | 2023 |
| Convergeone Inc | NONE | $16,329 | not reported in the loaded dataset | 2023 |
| Openwater Software, LLC | NONE | $13,050 | not reported in the loaded dataset | 2023 |
| Jams Inc | NONE | $11,895 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors | NONE | $8,809 | $0 | 2023 |
| Life Status 360, LLC | NONE | $7,002 | not reported in the loaded dataset | 2023 |
| Medexpert International Inc | NONE | $5,988 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, United Food And Commercial Workers
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Cypress, CA
- Sc Ufcw Administration LLC — Schedule C compensation
- Anthem Blue Cross Life And Health — Schedule C compensation
- Health Management Concepts — Schedule C compensation
- Delta Dental Of California — Schedule C compensation
- Seyfarth Shaw — Schedule C compensation
- The Segal Co. (Ws) Inc. — Schedule C compensation
- Horizon Actuarial Services, LLC — Schedule C compensation
- Schwartz, Steinsapir, Dohrmann — Schedule C compensation
- Cvs Pharmacy, Inc. — Schedule C compensation
- Income Research & Management — Schedule C compensation
- Adaptivedge LLC — Schedule C compensation
- Wells Fargo Bank Na — Schedule C compensation
- Berkshire Hathaway — Schedule C compensation
- Barry Mitchell, Dds — Schedule C compensation
- Alan Weiss, Dds — Schedule C compensation
- 1111 Systems — Schedule C compensation
- Skiff & Associates Consulting, Inc. — Schedule C compensation
- Cs Mckee — Schedule C compensation
- Matrix Group International Inc. — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Sirius Computer Solutions Inc. — Schedule C compensation
- Smith Communications Partners — Schedule C compensation
- Kofax Inc. — Schedule C compensation
- Keybank National Association — Schedule C compensation
- Shenkman Capital Mgmt — Schedule C compensation
- Computacenter Fusionstorm Inc — Schedule C compensation
- Xtivia Inc. — Schedule C compensation
- Meketa Investment Group — Schedule C compensation
- Marsh & Mclennan Agency LLC — Schedule C compensation
- Manus 360 — Schedule C compensation
- Gartner Inc — Schedule C compensation
- Snow Software Inc. — Schedule C compensation
- Blytheco Inc. — Schedule C compensation
- Northern Trust Capital Management — Schedule C compensation
- Open Text Inc — Schedule C compensation
- Chubb — Schedule C compensation
- Getbridge LLC — Schedule C compensation
- Adp — Schedule C compensation
- Progress Software Corp. — Schedule C compensation
- Gmi — Schedule C compensation
- Vertiv Corp. — Schedule C compensation
- Convergeone Inc — Schedule C compensation
- Openwater Software, LLC — Schedule C compensation
- Jams Inc — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- Life Status 360, LLC — Schedule C compensation
- Medexpert International Inc — Schedule C compensation