Liquor Sales Union Local 2-D Insurance Trust Fund — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Liquor Sales Union Local 2-D Insurance Trust Fund (EIN 13-6118802) is a plan sponsor located in Staten Island, NY with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
13-6118802
Location
Staten Island, NY
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$5,290,942
Total reported liabilities (EOY)
$23,688
Total reported net assets (EOY)
$5,267,254

Contributions & income

Employer contributions
$774,471
Participant contributions
$4,052
Total income / additions
$1,051,005

Expenses & distributions

Benefits paid / distributions
$447,976
Total expenses
$761,460
Net increase / (decrease)
$289,545

Coverage

Total reported participants
447
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Liquor Sales Union Local 2-D Insurance Trust Fund plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Ufcw Local 2-D Insurance Trust Fund501447$5,290,9422023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Liquor Sales Union Local 2-D Insurance Trust Fund
YearPlanParticipantsSchedulesFiling
2023Ufcw Local 2-D Insurance Trust Fund447H, C20250221155811NAL0006087425001

Related Form 5500 pages