2023 Form 5500 filing — United Food And Commercial Workers And Employers Arizona Health And Welfare Trust
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 20241014142508NAL0015097683001) for United Food And Commercial Workers And Employers Arizona Health And Welfare Trust, reported by Board Of Trustees, United Food And Commercial under EIN 23-7244353 and plan number 501. It reports 14,583 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014142508NAL0015097683001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, United Food And Commercial
- EIN
- 23-7244353
- Plan number
- 501
- Location
- Phoenix, AZ
- Participants
- 14,583
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $208,190,496
- Total liabilities (EOY)
- $54,040,204
- Net assets (EOY)
- $154,150,292
- Employer contributions
- $156,567,545
- Participant contributions
- $8,431,492
- Total income / additions
- $178,713,548
- Benefits paid
- $141,789,849
- Administrative expenses
- $15,592,613
- Total expenses
- $157,382,462
- Net increase / (decrease)
- $21,331,086
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Southwest Service Administrators | NONE | $7,730,994 | not reported in the loaded dataset |
| Eplan | NONE | $901,454 | not reported in the loaded dataset |
| American Health Group | NONE | $493,173 | not reported in the loaded dataset |
| United Healthcare | NONE | $490,236 | not reported in the loaded dataset |
| National Investment Services, Inc. | NONE | $344,117 | not reported in the loaded dataset |
| Horizon Actuarial Services | NONE | $324,355 | not reported in the loaded dataset |
| Hmc Healthworks | NONE | $317,975 | not reported in the loaded dataset |
| Rael & Letson | NONE | $245,148 | not reported in the loaded dataset |
| Optum Rx | NONE | $207,642 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $170,000 | not reported in the loaded dataset |
| Chartwell Investment Partners | NONE | $164,700 | not reported in the loaded dataset |
| Teladoc, Inc. | NONE | $137,396 | not reported in the loaded dataset |
| Vision Service Plan | NONE | $122,747 | not reported in the loaded dataset |
| Mccracken Stemerman & Holsberry Llp | NONE | $113,361 | not reported in the loaded dataset |
| Reinhart Boerner Van Deuren, S.C. | NONE | $105,470 | not reported in the loaded dataset |
| Bmi Audit Services Holdings | NONE | $85,033 | not reported in the loaded dataset |
| Bank Of America | NONE | $42,193 | not reported in the loaded dataset |
| The Northern Trust | NONE | $18,447 | $0 |
| New England Pension Consultant | NONE | $15,316 | not reported in the loaded dataset |
| Bluecross Blueshield Of Az., Inc. | NONE | not reported in the loaded dataset | $0 |