2023 Form 5500 filing — Ufcw- Giant Excess Supplemental Benefit 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 20241013200140NAL0025114961002) for Ufcw- Giant Excess Supplemental Benefit Fund, reported by Board Of Trustees Ufcw- Giant Excess Supplemental Benefit Fund under EIN 86-2133718 and plan number 001. It reports 22,070 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013200140NAL0025114961002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Board Of Trustees Ufcw- Giant Excess Supplemental Benefit Fund
- EIN
- 86-2133718
- Plan number
- 001
- Location
- Sparks, MD
- Participants
- 22,070
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $173,403
- Total liabilities (EOY)
- $166,122
- Net assets (EOY)
- $7,281
- Employer contributions
- $165,764
- Total income / additions
- $165,764
- Administrative expenses
- $192,719
- Total expenses
- $192,719
- Net increase / (decrease)
- -$26,955
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Associated Administrators LLC | NONE | $110,220 | not reported in the loaded dataset |
| Proskauer Rose | NONE | $23,658 | not reported in the loaded dataset |
| Calibre Cpa Group Pllc | NONE | $23,410 | not reported in the loaded dataset |
| Slevin & Hart | NONE | $9,129 | not reported in the loaded dataset |