2023 Form 5500 filing — Ufcw Local Union 1189 And St. Paul Food Employers Defined Contribution Plan

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 20241015012441NAL0014010675001) for Ufcw Local Union 1189 And St. Paul Food Employers Defined Contribution Plan, reported by Trustees Of Ufcw Local Union 1189 And St. Paul Food Employers Def Cont under EIN 41-1930820 and plan number 001. It reports 7,102 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015012441NAL0014010675001
Filing year
2023
Form type
1
Plan sponsor
Trustees Of Ufcw Local Union 1189 And St. Paul Food Employers Def Cont
EIN
41-1930820
Plan number
001
Location
Bloomington, MN
Participants
7,102
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$199,991,135
Total liabilities (EOY)
$439,232
Net assets (EOY)
$199,551,903
Employer contributions
$6,417,705
Participant contributions
$2,403,055
Total income / additions
$42,922,429
Benefits paid
$9,336,832
Administrative expenses
$560,242
Total expenses
$9,897,074
Net increase / (decrease)
$33,025,355
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Milliman, IncNONE$391,924not reported in the loaded dataset
Matrix Trust CompanyNONE$36,408$0
Legacy Professionals LlpNONE$19,500not reported in the loaded dataset
Fiducient AdvisorsNONE$17,550not reported in the loaded dataset
Wilson-Mcshane CorporationNONE$15,600not reported in the loaded dataset
Mcgrann Shea Carnival Straughn LambNONE$12,867not reported in the loaded dataset
Fr SecureNONE$11,583not reported in the loaded dataset
Shumaker, Loop, & Kendrick, LlpNONE$9,822not reported in the loaded dataset

Related Form 5500 pages