2023 Form 5500 filing — United Food & Commercial Workers Union Local 711 And Retail Food Employers 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 20241014184113NAL0015429171001) for United Food & Commercial Workers Union Local 711 And Retail Food Employers Benefit Fund, reported by United Food & Commercial Workers Local 711 & Retail Food Employers Ben under EIN 23-7100610 and plan number 501. It reports 11,683 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014184113NAL0015429171001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- United Food & Commercial Workers Local 711 & Retail Food Employers Ben
- EIN
- 23-7100610
- Plan number
- 501
- Location
- Murray, UT
- Participants
- 11,683
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $67,335,865
- Total liabilities (EOY)
- $16,216,426
- Net assets (EOY)
- $51,119,439
- Employer contributions
- $56,654,558
- Participant contributions
- $3,691,869
- Total income / additions
- $66,749,296
- Benefits paid
- $46,182,384
- Administrative expenses
- $5,256,234
- Total expenses
- $51,438,618
- Net increase / (decrease)
- $15,310,678
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Anthem Blue Cross | NONE | $1,697,534 | not reported in the loaded dataset |
| Southwest Service Administrator | NONE | $1,478,163 | not reported in the loaded dataset |
| Horizon Actuarial Services | NONE | $223,180 | not reported in the loaded dataset |
| The Segal Company | NONE | $194,217 | not reported in the loaded dataset |
| Seyfarth Shaw Llp | NONE | $163,813 | not reported in the loaded dataset |
| Southwest Service Administrator | NONE | $94,067 | not reported in the loaded dataset |
| Mccracken Stemerman & Holsberry | NONE | $79,820 | not reported in the loaded dataset |
| Henningfield & Assoc., Inc. | NONE | $54,360 | not reported in the loaded dataset |
| Vision Service Plan | NONE | $51,261 | not reported in the loaded dataset |
| Us Bank | NONE | $32,204 | $0 |