2023 Form 5500 filing — Pension Fund For The Employees Of Ufw Of America & Related Organizations
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 20241015104519NAL0047425760001) for Pension Fund For The Employees Of Ufw Of America & Related Organizations, reported by Pension Fund For The Employees Of Ufw Of under EIN 13-6112258 and plan number 001. It reports 92 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015104519NAL0047425760001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Pension Fund For The Employees Of Ufw Of
- EIN
- 13-6112258
- Plan number
- 001
- Location
- Nashville, TN
- Participants
- 92
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,676,286
- Total liabilities (EOY)
- $28,609
- Net assets (EOY)
- $7,647,677
- Employer contributions
- $238,609
- Total income / additions
- $9,068,299
- Benefits paid
- $850,085
- Administrative expenses
- $146,846
- Total expenses
- $996,931
- Net increase / (decrease)
- $8,071,368
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cheiron Inc | ACTUARY | $57,147 | not reported in the loaded dataset |
| Ufw Pension Fund A | ADM- REIMBURSEMENT | $22,993 | not reported in the loaded dataset |
| Fisherbroyles | not reported in the loaded dataset | $21,044 | $0 |
| Rogoff & Company Pc | AUDITOR | $14,886 | not reported in the loaded dataset |
| Gallagher Fiduciary Advisors, LLC | INVESTMENT CONSULTANT | $11,500 | not reported in the loaded dataset |