2023 Form 5500 filing — Ufcw Pharmacists, Clerks, And Drug Employer'S Pension Trust
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 20241015121224NAL0049284736005) for Ufcw Pharmacists, Clerks, And Drug Employer'S Pension Trust, reported by Ufcw Pharmacists, Clerks, And Drug Employer'S Pension Trust under EIN 94-2518312 and plan number 001. It reports 10,294 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015121224NAL0049284736005
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Ufcw Pharmacists, Clerks, And Drug Employer'S Pension Trust
- EIN
- 94-2518312
- Plan number
- 001
- Location
- Concord, CA
- Participants
- 10,294
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $178,864,992
- Total liabilities (EOY)
- $467,079
- Net assets (EOY)
- $178,397,913
- Employer contributions
- $3,867,134
- Total income / additions
- $21,587,457
- Benefits paid
- $11,711,390
- Administrative expenses
- $2,337,746
- Total expenses
- $14,049,136
- Net increase / (decrease)
- $7,538,321
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ufcw Group Administration LLC | SALARIED ADMINISTRATOR | $484,451 | not reported in the loaded dataset |
| Segal Company | NONE | $141,141 | not reported in the loaded dataset |
| Rvk Inc. | NONE | $88,950 | not reported in the loaded dataset |
| Eide Bailly | NONE | $87,804 | not reported in the loaded dataset |
| Dodge & Cox | NONE | $87,490 | $0 |
| Saltzman And Johnson Law Corp | NONE | $35,304 | not reported in the loaded dataset |
| Northern Trust | NONE | $32,758 | $0 |
| Ufcw Local 5 | SPONSOR | $12,431 | not reported in the loaded dataset |
| Ufcw Local 8 | SPONSOR | $8,917 | not reported in the loaded dataset |
| Rick Salton | TRUSTEE | $5,337 | not reported in the loaded dataset |