2023 Form 5500 filing — United Food & Commercial Workers Local 1000 Oklahoma Health And 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 20241015125024NAL0014660755001) for United Food & Commercial Workers Local 1000 Oklahoma Health And Welfare Fund, reported by Trustees Of Ufcw Local 1000 Oklahoma Health And Welfare Fund under EIN 02-0642001 and plan number 501. It reports 2,275 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015125024NAL0014660755001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Ufcw Local 1000 Oklahoma Health And Welfare Fund
- EIN
- 02-0642001
- Plan number
- 501
- Location
- Pembroke Pines, FL
- Participants
- 2,275
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,402,918
- Total liabilities (EOY)
- $1,648,259
- Net assets (EOY)
- $10,754,659
- Employer contributions
- $8,655,778
- Participant contributions
- $322,430
- Total income / additions
- $9,649,406
- Benefits paid
- $7,430,591
- Administrative expenses
- $1,500,353
- Total expenses
- $8,930,944
- Net increase / (decrease)
- $718,462
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| National Employee Benefit Admin | not reported in the loaded dataset | $1,265,450 | not reported in the loaded dataset |
| Horizon Actuarial Services LLC | not reported in the loaded dataset | $190,277 | not reported in the loaded dataset |
| Lapadula Carlson & Co. | not reported in the loaded dataset | $69,397 | not reported in the loaded dataset |
| Med Expert | not reported in the loaded dataset | $37,753 | not reported in the loaded dataset |
| Top Drawer Media Solutions | not reported in the loaded dataset | $24,337 | not reported in the loaded dataset |
| Segal Select Insurance | not reported in the loaded dataset | $13,980 | not reported in the loaded dataset |
| Godwin, Morris, Laurenzi & Bloomfie | not reported in the loaded dataset | $12,002 | not reported in the loaded dataset |
| Smart Data Solutions | not reported in the loaded dataset | $7,471 | not reported in the loaded dataset |