2023 Form 5500 filing — Ucbt Retiree Health 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 20241015220202NAL0015456419001) for Ucbt Retiree Health Plan, reported by Ucbt Retiree Health Plan under EIN 82-2616834 and plan number 501. It reports 221 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015220202NAL0015456419001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Ucbt Retiree Health Plan
- EIN
- 82-2616834
- Plan number
- 501
- Location
- Concord, CA
- Participants
- 221
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,370,497
- Total liabilities (EOY)
- $339,082
- Net assets (EOY)
- $3,031,415
- Employer contributions
- $3,254,866
- Participant contributions
- $563,132
- Total income / additions
- $3,871,492
- Benefits paid
- $2,316,100
- Administrative expenses
- $171,147
- Total expenses
- $2,487,247
- Net increase / (decrease)
- $1,384,245
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ufcw Group Administration LLC | SALARIED ADMINISTRATOR | $81,452 | not reported in the loaded dataset |
| Eide Bailly Llp | NONE | $30,240 | not reported in the loaded dataset |
| Blue Shield | NONE | $14,501 | $0 |
| Segal | NONE | $10,648 | not reported in the loaded dataset |