2023 Form 5500 filing — Ufcw Local 1500 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 20241014094308NAL0044024432002) for Ufcw Local 1500 Welfare Fund, reported by Joint Board Of Trustees Of Ufcw Local 1500 Welfare Fund under EIN 23-7176373 and plan number 501. It reports 13,857 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014094308NAL0044024432002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Joint Board Of Trustees Of Ufcw Local 1500 Welfare Fund
- EIN
- 23-7176373
- Plan number
- 501
- Location
- Westbury, NY
- Participants
- 13,857
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $60,210,518
- Total liabilities (EOY)
- $9,368,562
- Net assets (EOY)
- $50,841,956
- Employer contributions
- $71,892,312
- Participant contributions
- $2,670,595
- Total income / additions
- $78,225,388
- Benefits paid
- $73,684,676
- Administrative expenses
- $2,612,031
- Total expenses
- $76,296,707
- Net increase / (decrease)
- $1,928,681
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ufcw Local 1500 | AFFILIATED LOCAL UNION | $1,580,063 | not reported in the loaded dataset |
| Associated Administrators, LLC | CONTRACT ADMINISTRATOR | $1,364,297 | not reported in the loaded dataset |
| Empire Healthchoice Assurance, Inc | NONE | $1,110,438 | not reported in the loaded dataset |
| Express Scripts, Inc. | NONE | $705,815 | not reported in the loaded dataset |
| Ufcw Local 1500 Building, Inc | AFFILIATED BUILDING CORP | $323,800 | not reported in the loaded dataset |
| Sei Investment Management Corp | NONE | $118,889 | $0 |
| Aria Employee Benefit Services | NONE | $77,792 | not reported in the loaded dataset |
| Archer, Byington, Glennon & Levine | NONE | $51,054 | not reported in the loaded dataset |
| Berdon Llp | NONE | $39,600 | not reported in the loaded dataset |
| Ajv LLC | NONE | $10,523 | not reported in the loaded dataset |