2023 Form 5500 filing — Ufcw Retirement And Savings 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 20241015074507NAL0048405984002) for Ufcw Retirement And Savings Plan, reported by Trustees Of Ufcw Retirement And Savings Plan under EIN 23-2818427 and plan number 001. It reports 57,440 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015074507NAL0048405984002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Ufcw Retirement And Savings Plan
- EIN
- 23-2818427
- Plan number
- 001
- Location
- Mount Laurel, NJ
- Participants
- 57,440
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $167,613,210
- Total liabilities (EOY)
- $38,259
- Net assets (EOY)
- $167,574,951
- Employer contributions
- $15,905,947
- Participant contributions
- $1,715,505
- Total income / additions
- $36,757,963
- Benefits paid
- $9,657,933
- Administrative expenses
- $1,711,950
- Total expenses
- $11,369,883
- Net increase / (decrease)
- $25,388,080
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirement Plan Svcs | NONE | $811,774 | not reported in the loaded dataset |
| Frank M. Vaccaro & Associates | NONE | $774,463 | not reported in the loaded dataset |
| Slevin & Hart, P.C. | NONE | $50,677 | not reported in the loaded dataset |
| Baratz & Associates, P.A. | NONE | $25,000 | not reported in the loaded dataset |
| O'Brien Belland & Bushinsky LLC | NONE | $7,086 | not reported in the loaded dataset |