Brd Of Ttees Ufcw Local One Active Health Care 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, Brd Of Ttees Ufcw Local One Active Health Care Fund (EIN 16-0915820) is a plan sponsor located in Oriskany, 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
16-0915820
Location
Oriskany, NY
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$82,841,277
Total reported liabilities (EOY)
$15,932,854
Total reported net assets (EOY)
$66,908,423

Contributions & income

Employer contributions
$67,880,690
Participant contributions
$209,198
Total income / additions
$73,121,028

Expenses & distributions

Benefits paid / distributions
$56,183,987
Total expenses
$58,055,882
Net increase / (decrease)
$15,065,146

Coverage

Total reported participants
9,216
Plans with financial statements
2
Plans with provider compensation
2

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

Brd Of Ttees Ufcw Local One Active Health Care Fund plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Ufcw Local One Active Health Care Fund5018,021$82,140,3722023
Ufcw Local One Retiree Health Care Fund5021,195$700,9052023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Brd Of Ttees Ufcw Local One Active Health Care Fund
YearPlanParticipantsSchedulesFiling
2023Ufcw Local One Active Health Care Fund8,021H, C20250123123636NAL0010311536001
2023Ufcw Local One Retiree Health Care Fund1,195H, C20250123123636NAL0010311536002

Related Form 5500 pages