2023 Form 5500 filing — Ufcw Tri-State Health & Welfare 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 20241015074507NAL0048405984003) for Ufcw Tri-State Health & Welfare Fund, reported by Ufcw Union & Participating Food In Employers Tri-State Health-Welfare under EIN 23-6449794 and plan number 501. It reports 3,274 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015074507NAL0048405984003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Ufcw Union & Participating Food In Employers Tri-State Health-Welfare
- EIN
- 23-6449794
- Plan number
- 501
- Location
- Mt. Laurel, NJ
- Participants
- 3,274
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $51,119,661
- Total liabilities (EOY)
- $4,946,397
- Net assets (EOY)
- $46,173,264
- Employer contributions
- $39,538,966
- Participant contributions
- $110,760
- Total income / additions
- $41,695,780
- Benefits paid
- $29,601,128
- Administrative expenses
- $2,715,058
- Total expenses
- $32,316,186
- Net increase / (decrease)
- $9,379,594
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tri-State Administrators | NONE | $2,325,381 | not reported in the loaded dataset |
| Independence Blue Cross | NONE | $789,939 | not reported in the loaded dataset |
| Amerihealth Administrators | NONE | $429,626 | not reported in the loaded dataset |
| O'Brien Belland & Bushinsky LLC | NONE | $190,248 | not reported in the loaded dataset |
| Spear Wilderman Pc | NONE | $181,288 | not reported in the loaded dataset |
| Express Scripts Inc | NONE | $176,857 | not reported in the loaded dataset |
| Health Plan Systems | NONE | $101,487 | not reported in the loaded dataset |
| United Concordia Companies,Inc. | NONE | $74,352 | not reported in the loaded dataset |
| Baratz & Associates, P.A. | NONE | $39,750 | not reported in the loaded dataset |
| Stevens & Lee | NONE | $26,429 | not reported in the loaded dataset |
| Cheiron Inc | NONE | $12,750 | not reported in the loaded dataset |
| Vision Benefits Of America | NONE | $11,534 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney | NONE | $8,000 | not reported in the loaded dataset |