2023 Form 5500 filing — United Food & Commercial Workers Local 152 Health & Welfare 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 20241015170506NAL0015139731001) for United Food & Commercial Workers Local 152 Health & Welfare Plan, reported by Board Of Trustees, United Food & Commercial Workers Local 152 Health & under EIN 21-0681336 and plan number 501. It reports 9,782 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015170506NAL0015139731001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, United Food & Commercial Workers Local 152 Health &
- EIN
- 21-0681336
- Plan number
- 501
- Location
- Mount Laurel, NJ
- Participants
- 9,782
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $77,582,235
- Total liabilities (EOY)
- $11,326,610
- Net assets (EOY)
- $66,255,625
- Employer contributions
- $120,071,719
- Participant contributions
- $561,433
- Total income / additions
- $125,285,070
- Benefits paid
- $100,629,130
- Administrative expenses
- $10,734,207
- Total expenses
- $111,363,337
- Net increase / (decrease)
- $13,921,733
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tri State Administrators | NONE | $4,575,687 | not reported in the loaded dataset |
| Horizon Blue Cross Blue Shield | NONE | $3,817,808 | $66,384 |
| Express Scripts, Inc | NONE | $1,634,995 | not reported in the loaded dataset |
| United Concordia | NONE | $214,600 | not reported in the loaded dataset |
| O'Brien, Belland & Bushinsky, LLC | NONE | $77,911 | not reported in the loaded dataset |
| Morgan, Lewis & Bockius, Llp | NONE | $52,136 | not reported in the loaded dataset |
| Cheiron | NONE | $47,359 | not reported in the loaded dataset |
| Mspc Certified Public Accountants A | NONE | $45,000 | not reported in the loaded dataset |
| Vision Benefits Of America | NONE | $39,470 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney | NONE | $17,988 | not reported in the loaded dataset |
| Dr. Robert B. Daniels | NONE | $8,550 | not reported in the loaded dataset |