2023 Form 5500 filing — Uft & Uft Welfare Fund Employees Pension 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 20241022112419NAL0004122800002) for Uft & Uft Welfare Fund Employees Pension Plan, reported by Pension Committee Uft & Uft Wf Employees Pension Plan under EIN 13-6565160 and plan number 003. It reports 1,153 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 3 · 2023

Filing snapshot

Net assets (EOY)$295.6MReported net assets$295,629,747
Participants1.2K1,153
Provider compensation$412.7K7 Schedule C row(s)$412,739
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241022112419NAL0004122800002
Plan sponsor
Pension Committee Uft & Uft Wf Employees Pension Plan
EIN
13-6565160
Plan number
003
Location
New York, NY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$295.8M total assets
Net assets$295.6MLiabilities$164.6K
Money in vs. money out
Total income / additions$51.9M
Total expenses$14.1M
Benefits paid / distributions$12.8M
Contributions
Employer$9.7M
Participant$386.8K
Full reported line items
Total assets (EOY)
$295,794,307
Total liabilities (EOY)
$164,560
Net assets (EOY)
$295,629,747
Employer contributions
$9,653,356
Participant contributions
$386,805
Total income / additions
$51,897,850
Benefits paid
$12,783,903
Administrative expenses
$1,309,417
Total expenses
$14,094,233
Net increase / (decrease)
$37,803,617
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $166.5K · Indirect $1.1K
  2. 2
    NONE · Direct $84.3K · Indirect $0
  3. 3
    NONE · Direct $65.5K
  4. 4
    NONE · Direct $55.2K
  5. 5
    NONE · Direct $26K
  6. 6
    NONE · Direct $7.7K
  7. 7
    NONE · Direct $0 · Indirect $6.3K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241022112419NAL0004122800002 cover?
It is the 2023 Form 5500 filing for Uft & Uft Welfare Fund Employees Pension Plan, reported by Pension Committee Uft & Uft Wf Employees Pension Plan (EIN 13-6565160).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages