2023 Form 5500 filing — Felra And Ufcw Veba 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 20241012140303NAL0041585200001) for Felra And Ufcw Veba Fund, reported by Board Of Trustees Of The Felra And Ufcw Veba Fund under EIN 52-1036978 and plan number 501. It reports 12,780 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241012140303NAL0041585200001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of The Felra And Ufcw Veba Fund
- EIN
- 52-1036978
- Plan number
- 501
- Location
- Sparks, MD
- Participants
- 12,780
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,364,673
- Total liabilities (EOY)
- $19,470,442
- Net assets (EOY)
- $8,894,231
- Employer contributions
- $122,727,986
- Participant contributions
- $3,756,699
- Total income / additions
- $126,943,977
- Benefits paid
- $120,212,561
- Administrative expenses
- $9,973,833
- Total expenses
- $130,186,394
- Net increase / (decrease)
- -$3,242,417
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Associated Administrators, LLC | NONE | $3,464,231 | not reported in the loaded dataset |
| Akman And Associates | NONE | $2,869,831 | not reported in the loaded dataset |
| Associated Administrators, LLC | NONE | $1,989,912 | not reported in the loaded dataset |
| Medco Health Solutions | NONE | $1,696,996 | not reported in the loaded dataset |
| Conifer Value-Based Care LLC | not reported in the loaded dataset | $760,795 | not reported in the loaded dataset |
| Carefirst Bluecross Blueshield | NONE | $646,898 | not reported in the loaded dataset |
| Slevin & Hart, P.C. | NONE | $226,227 | not reported in the loaded dataset |
| The Segal Company (Eastern States) | NONE | $118,619 | not reported in the loaded dataset |
| Calibre Cpa Group, Pllc | NONE | $112,491 | not reported in the loaded dataset |
| Cheiron, Inc. | NONE | $85,063 | not reported in the loaded dataset |
| Investment Performance Services | NONE | $50,000 | not reported in the loaded dataset |
| Groom Law Group, Chartered | NONE | $38,594 | not reported in the loaded dataset |
| Woodard Insurance Agency | not reported in the loaded dataset | $30,240 | not reported in the loaded dataset |
| Confidio, LLC | NONE | $0 | not reported in the loaded dataset |
| Mellon Capital Management | NONE | $0 | $0 |
| Pnc Financial Services, Inc. | NONE | $0 | $0 |