Board Of Trustees Ufcw No. California Food Employers Joint Ind Account — 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, Board Of Trustees Ufcw No. California Food Employers Joint Ind Account (EIN 68-0161773) is a plan sponsor located in Concord, CA 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
68-0161773
Location
Concord, CA
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$254,398,579
Total reported liabilities (EOY)
$349,209
Total reported net assets (EOY)
$254,049,370

Contributions & income

Employer contributions
$11,336,193
Total income / additions
$35,423,399

Expenses & distributions

Benefits paid / distributions
$22,887,928
Total expenses
$26,447,572
Net increase / (decrease)
$8,975,827

Coverage

Total reported participants
53,983
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

Board Of Trustees Ufcw No. California Food Employers Joint Ind Account plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Ufcw No. California Food Employers Joint Individual Account Plan00253,983$254,398,5792023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Board Of Trustees Ufcw No. California Food Employers Joint Ind Account
YearPlanParticipantsSchedulesFiling
2023Ufcw No. California Food Employers Joint Individual Account Plan53,983H, C20241014104355NAL0025953185005

Related Form 5500 pages