2023 Form 5500 filing — Ufcw Local 174 Commercial Pension 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 20241007092238NAL0015869361003) for Ufcw Local 174 Commercial Pension Fund, reported by Board Of Trustees-Ufcw Local 174 Commercial Pension under EIN 13-3563111 and plan number 001. It reports 1,325 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007092238NAL0015869361003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees-Ufcw Local 174 Commercial Pension
- EIN
- 13-3563111
- Plan number
- 001
- Location
- Philadelphia, PA
- Participants
- 1,325
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $469,143
- Total liabilities (EOY)
- $40,289
- Net assets (EOY)
- $428,854
- Total income / additions
- $1,791,248
- Benefits paid
- $1,384,411
- Administrative expenses
- $280,363
- Total expenses
- $1,664,774
- Net increase / (decrease)
- $126,474
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cbiz Retirement Plan Services | NONE | $158,414 | not reported in the loaded dataset |
| Larry Magarik, Esq. | NONE | $42,740 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $30,215 | not reported in the loaded dataset |
| Cohen Weiss & Simon Llp | NONE | $24,067 | not reported in the loaded dataset |