2023 Form 5500 filing — Ufcw Local 2013 Health & Welfare Fund
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240716140923NAL0001653251001) for Ufcw Local 2013 Health & Welfare Fund, reported by Board Of Trustees Ufcw Local 2013 Health & Welfare Fund under EIN 13-2832806 and plan number 501. It reports 8,030 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240716140923NAL0001653251001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Ufcw Local 2013 Health & Welfare Fund
- EIN
- 13-2832806
- Plan number
- 501
- Location
- Brooklyn, NY
- Participants
- 8,030
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $74,843,760
- Total liabilities (EOY)
- $3,388,641
- Net assets (EOY)
- $71,455,119
- Employer contributions
- $37,025,225
- Participant contributions
- $1,628,968
- Total income / additions
- $41,172,472
- Benefits paid
- $26,698,046
- Administrative expenses
- $2,174,429
- Total expenses
- $28,872,475
- Net increase / (decrease)
- $12,299,997
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empire Healthchoice Assurance Inc | NONE | $1,582,073 | not reported in the loaded dataset |
| Tri-State Administrators Inc | NONE | $1,106,269 | not reported in the loaded dataset |
| Healthplex Inc | NONE | $256,470 | not reported in the loaded dataset |
| American Health Holding Inc | NONE | $179,639 | not reported in the loaded dataset |
| Innovative Software Solutions Inc | NONE | $109,926 | not reported in the loaded dataset |
| Robert Half Int'L Inc | NONE | $101,651 | not reported in the loaded dataset |
| O'Brien Belland & Bushinsky | ATTORNEY | $95,137 | not reported in the loaded dataset |
| Schultheis Panettieri Llp | AUDITOR | $95,128 | not reported in the loaded dataset |
| Express Scripts Inc | NONE | $80,467 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney LLC | NONE | $20,000 | not reported in the loaded dataset |
| Brady Mcguire & Steinberg Pc | NONE | $19,998 | not reported in the loaded dataset |
| Vision Benefits Of America Inc | NONE | $5,903 | not reported in the loaded dataset |