2023 Form 5500 filing — United Food And Commercial Workers Unions And Food Employers Benefit 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 20250110115504NAL0007759667001) for United Food And Commercial Workers Unions And Food Employers Benefit Fund, reported by Board Of Trustees, United Food And Commercial Workers under EIN 95-2301788 and plan number 501. It reports 54,916 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250110115504NAL0007759667001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, United Food And Commercial Workers
- EIN
- 95-2301788
- Plan number
- 501
- Location
- Cypress, CA
- Participants
- 54,916
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $493,092,708
- Total liabilities (EOY)
- $172,368,214
- Net assets (EOY)
- $320,724,494
- Employer contributions
- $559,955,185
- Participant contributions
- $64,947,618
- Total income / additions
- $644,227,731
- Benefits paid
- $596,768,512
- Administrative expenses
- $29,794,428
- Total expenses
- $626,562,940
- Net increase / (decrease)
- $17,664,791
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sc Ufcw Administration LLC | NONE | $20,167,903 | not reported in the loaded dataset |
| Anthem Blue Cross Life And Health | NONE | $4,543,110 | not reported in the loaded dataset |
| Health Management Concepts | NONE | $2,030,515 | not reported in the loaded dataset |
| Delta Dental Of California | NONE | $1,609,327 | not reported in the loaded dataset |
| Seyfarth Shaw | NONE | $887,331 | not reported in the loaded dataset |
| The Segal Co. (Ws) Inc. | NONE | $655,078 | not reported in the loaded dataset |
| Horizon Actuarial Services, LLC | NONE | $612,759 | not reported in the loaded dataset |
| Schwartz, Steinsapir, Dohrmann | NONE | $439,795 | not reported in the loaded dataset |
| Cvs Pharmacy, Inc. | NONE | $382,397 | not reported in the loaded dataset |
| Income Research & Management | NONE | $218,396 | not reported in the loaded dataset |
| Adaptivedge LLC | NONE | $215,916 | not reported in the loaded dataset |
| Wells Fargo Bank Na | NONE | $198,007 | not reported in the loaded dataset |
| Berkshire Hathaway | NONE | $184,719 | not reported in the loaded dataset |
| Barry Mitchell, Dds | NONE | $176,242 | not reported in the loaded dataset |
| Alan Weiss, Dds | NONE | $169,600 | not reported in the loaded dataset |
| 1111 Systems | NONE | $166,896 | not reported in the loaded dataset |
| Skiff & Associates Consulting, Inc. | NONE | $151,304 | not reported in the loaded dataset |
| Cs Mckee | NONE | $141,595 | not reported in the loaded dataset |
| Matrix Group International Inc. | NONE | $137,944 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $128,230 | not reported in the loaded dataset |
| Sirius Computer Solutions Inc. | NONE | $124,722 | not reported in the loaded dataset |
| Smith Communications Partners | NONE | $112,125 | not reported in the loaded dataset |
| Kofax Inc. | NONE | $98,505 | not reported in the loaded dataset |
| Keybank National Association | NONE | $90,682 | not reported in the loaded dataset |
| Shenkman Capital Mgmt | NONE | $85,515 | not reported in the loaded dataset |
| Computacenter Fusionstorm Inc | NONE | $80,759 | not reported in the loaded dataset |
| Xtivia Inc. | NONE | $79,962 | not reported in the loaded dataset |
| Meketa Investment Group | NONE | $75,000 | not reported in the loaded dataset |
| Marsh & Mclennan Agency LLC | NONE | $0 | $70,179 |
| Manus 360 | NONE | $68,000 | not reported in the loaded dataset |
| Gartner Inc | NONE | $42,981 | not reported in the loaded dataset |
| Snow Software Inc. | NONE | $32,444 | not reported in the loaded dataset |
| Blytheco Inc. | NONE | $27,222 | not reported in the loaded dataset |
| Northern Trust Capital Management | NONE | $26,894 | not reported in the loaded dataset |
| Open Text Inc | NONE | $25,633 | not reported in the loaded dataset |
| Chubb | NONE | $22,284 | not reported in the loaded dataset |
| Getbridge LLC | NONE | $22,052 | not reported in the loaded dataset |
| Adp | NONE | $21,917 | not reported in the loaded dataset |
| Progress Software Corp. | NONE | $21,564 | not reported in the loaded dataset |
| Gmi | NONE | $19,230 | not reported in the loaded dataset |
| Vertiv Corp. | NONE | $17,110 | not reported in the loaded dataset |
| Convergeone Inc | NONE | $16,329 | not reported in the loaded dataset |
| Openwater Software, LLC | NONE | $13,050 | not reported in the loaded dataset |
| Jams Inc | NONE | $11,895 | not reported in the loaded dataset |
| State Street Global Advisors | NONE | $8,809 | $0 |
| Life Status 360, LLC | NONE | $7,002 | not reported in the loaded dataset |
| Medexpert International Inc | NONE | $5,988 | not reported in the loaded dataset |