2023 Form 5500 filing — Ufcw And Participating Employers New England Health 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 20241014125040NAL0046010224001) for Ufcw And Participating Employers New England Health Fund, reported by Trustees Ufcw And Participating Employers New England Health Fund under EIN 06-6069081 and plan number 502. It reports 23,522 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014125040NAL0046010224001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Ufcw And Participating Employers New England Health Fund
- EIN
- 06-6069081
- Plan number
- 502
- Location
- Westport, CT
- Participants
- 23,522
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $90,234,852
- Total liabilities (EOY)
- $12,072,901
- Net assets (EOY)
- $78,161,951
- Employer contributions
- $116,382,167
- Participant contributions
- $11,770,919
- Total income / additions
- $142,428,877
- Benefits paid
- $148,493,892
- Administrative expenses
- $5,951,230
- Total expenses
- $154,445,122
- Net increase / (decrease)
- -$12,016,245
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Anthem Health Plans Inc. | NONE | $2,911,008 | not reported in the loaded dataset |
| Ufcw Union Local 919 Pension | RELATED ORG | $368,332 | not reported in the loaded dataset |
| Livongo Health, Inc. | NONE | $317,781 | not reported in the loaded dataset |
| The Segal Company | NONE | $275,801 | not reported in the loaded dataset |
| Employee 7 | EMPLOYEE | $162,559 | not reported in the loaded dataset |
| Union Printing, Inc. | NONE | $155,050 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $143,170 | not reported in the loaded dataset |
| Novak Francella, LLC | NONE | $141,577 | not reported in the loaded dataset |
| Employee 8 | EMPLOYEE | $93,934 | not reported in the loaded dataset |
| Semo Law Group | NONE | $83,134 | not reported in the loaded dataset |
| Employee 5 | EMPLOYEE | $75,960 | not reported in the loaded dataset |
| Employee 4 | EMPLOYEE | $74,405 | not reported in the loaded dataset |
| First American Administrators | NONE | $74,062 | not reported in the loaded dataset |
| Employee 2 | EMPLOYEE | $69,321 | not reported in the loaded dataset |
| Employee 3 | EMPLOYEE | $68,279 | not reported in the loaded dataset |
| Hinge Health, Inc. | NONE | $56,215 | not reported in the loaded dataset |
| Employee 1 | EMPLOYEE | $56,214 | not reported in the loaded dataset |
| Employee 11 | EMPLOYEE | $44,050 | not reported in the loaded dataset |
| Morgan Stanley | NONE | $43,264 | $0 |
| Employee 6 | EMPLOYEE | $33,706 | not reported in the loaded dataset |
| Premier Technology Solutions, Inc. | NONE | $21,291 | not reported in the loaded dataset |
| Intercontinental Real Estate Corp | NONE | $19,716 | not reported in the loaded dataset |
| Optumrx Administrative Services, Ll | NONE | $17,159 | not reported in the loaded dataset |
| Adp | NONE | $12,789 | not reported in the loaded dataset |
| Sage Advisory Srvcs., Ltd. Co. | NONE | $11,438 | not reported in the loaded dataset |
| Boyd Watterson Asset Mgmt. | NONE | $7,715 | not reported in the loaded dataset |
| Rbc Wealth Management | NONE | $5,213 | not reported in the loaded dataset |
| Cigna | NONE | $0 | $0 |