2023 Form 5500 filing — United Independent Union 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 20241011084507NAL0012298131002) for United Independent Union Welfare Fund, reported by United Independent Union Welfare Fund under EIN 23-1746532 and plan number 501. It reports 221 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011084507NAL0012298131002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- United Independent Union Welfare Fund
- EIN
- 23-1746532
- Plan number
- 501
- Location
- Blackwood, NJ
- Participants
- 221
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,018,266
- Total liabilities (EOY)
- $36,035
- Net assets (EOY)
- $8,982,231
- Employer contributions
- $2,531,814
- Participant contributions
- $18,075
- Total income / additions
- $3,385,767
- Benefits paid
- $2,298,859
- Administrative expenses
- $381,057
- Total expenses
- $2,679,916
- Net increase / (decrease)
- $705,851
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| United Independent Union | AFFILIATED ORGANIZATION | $103,274 | not reported in the loaded dataset |
| Benefit Processing Inc | RECORD KEEPER | $74,077 | $0 |
| Bridgeway Benefit Technologies, LLC | NONE | $62,670 | not reported in the loaded dataset |
| Baratz & Associates, P.A. | NONE | $26,778 | not reported in the loaded dataset |
| Rbc Wealth Management | NONE | $25,281 | not reported in the loaded dataset |
| Richard Gabriel Associates | NONE | $20,000 | not reported in the loaded dataset |
| Markowitz & Richman | NONE | $8,506 | not reported in the loaded dataset |