2023 Form 5500 filing — United Food & Commercial Workers Pension Fund Of Northeastern Pennsylvania
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 20241009110457NAL0010548067001) for United Food & Commercial Workers Pension Fund Of Northeastern Pennsylvania, reported by United Food & Commercial Workers Pension Fd Ne Pa under EIN 23-6410991 and plan number 001. It reports 1,434 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009110457NAL0010548067001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- United Food & Commercial Workers Pension Fd Ne Pa
- EIN
- 23-6410991
- Plan number
- 001
- Location
- Plymouth Meeting, PA
- Participants
- 1,434
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,110,951
- Total liabilities (EOY)
- $16,446
- Net assets (EOY)
- $1,094,505
- Employer contributions
- $270,282
- Total income / additions
- $3,571,069
- Benefits paid
- $3,436,564
- Administrative expenses
- $73,945
- Total expenses
- $3,513,296
- Net increase / (decrease)
- $57,773
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willig Williams & Davidson | NONE | $19,552 | not reported in the loaded dataset |
| Cbiz | NONE | $12,587 | not reported in the loaded dataset |
| Alan Ross & Company, Pc | NONE | $11,500 | not reported in the loaded dataset |
| Healthcare Strategies, Inc | NONE | $8,790 | not reported in the loaded dataset |