2023 Form 5500 filing — Ufcw Local 1776 & Participating Employers Retirement And Savings Plan
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 20241011151726NAL0023076097002) for Ufcw Local 1776 & Participating Employers Retirement And Savings Plan, reported by Ufcw Local 1776 & Participating Employer Retirement And Savings Plan under EIN 23-2997353 and plan number 001. It reports 8,356 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011151726NAL0023076097002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Ufcw Local 1776 & Participating Employer Retirement And Savings Plan
- EIN
- 23-2997353
- Plan number
- 001
- Location
- Plymouth Meeting, PA
- Participants
- 8,356
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $87,463,753
- Total liabilities (EOY)
- $21,090
- Net assets (EOY)
- $87,442,663
- Employer contributions
- $3,586,337
- Participant contributions
- $3,709,820
- Total income / additions
- $19,898,149
- Benefits paid
- $4,382,391
- Administrative expenses
- $134,846
- Total expenses
- $4,588,317
- Net increase / (decrease)
- $15,309,832
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Healthcare Strategies, Inc | NONE | $25,966 | not reported in the loaded dataset |
| Cbiz Retirement Plan Services | NONE | $25,000 | not reported in the loaded dataset |
| Willig, Williams & Davidson | NONE | $22,016 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | NONE | $20,126 | $0 |
| Rbc Wealth Mgt, Nwc 313-24576 | NONE | $18,000 | not reported in the loaded dataset |
| Alan Ross And Company, Pc | NONE | $8,500 | not reported in the loaded dataset |