2023 Form 5500 filing — Ufcw Investment Savings Plan And 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 20241022182504NAL0001541395001) for Ufcw Investment Savings Plan And Trust, reported by Board Of Trustees, Ufcw Investment Savings Plan And under EIN 91-1852794 and plan number 001. It reports 2,973 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241022182504NAL0001541395001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Ufcw Investment Savings Plan And
- EIN
- 91-1852794
- Plan number
- 001
- Location
- Tualatin, OR
- Participants
- 2,973
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,116,161
- Total liabilities (EOY)
- $5,625
- Net assets (EOY)
- $32,110,536
- Employer contributions
- $1,084,587
- Participant contributions
- $756,618
- Total income / additions
- $6,511,832
- Benefits paid
- $1,822,981
- Administrative expenses
- $216,676
- Total expenses
- $2,039,657
- Net increase / (decrease)
- $4,472,175
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirement Plan Svcs | NONE | $69,075 | $0 |
| Zenith American Solutions | NONE | $46,872 | not reported in the loaded dataset |
| Rvk, Inc. | NONE | $22,500 | not reported in the loaded dataset |
| Bjorklund & Montplaisir | NONE | $14,200 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $13,250 | not reported in the loaded dataset |
| Barlow Coughran Morales Josephson | NONE | $8,234 | not reported in the loaded dataset |
| Us Bank Na | NONE | $7,812 | not reported in the loaded dataset |