2023 Form 5500 filing — United Food & Commercial Workers Health & Welfare Fund Of Northeastern Pennsylvania
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 20250115140017NAL0034357344002) for United Food & Commercial Workers Health & Welfare Fund Of Northeastern Pennsylvania, reported by Board Of Trustees Of The Ufcw H&W Fund Of Ne Pa under EIN 23-7428852 and plan number 501. It reports 2,028 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250115140017NAL0034357344002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of The Ufcw H&W Fund Of Ne Pa
- EIN
- 23-7428852
- Plan number
- 501
- Location
- Plymouth Meeting, PA
- Participants
- 2,028
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,055,030
- Total liabilities (EOY)
- $2,127,082
- Net assets (EOY)
- $19,927,948
- Employer contributions
- $24,996,575
- Participant contributions
- $16,291
- Total income / additions
- $26,106,078
- Benefits paid
- $18,353,904
- Administrative expenses
- $1,730,899
- Total expenses
- $20,084,803
- Net increase / (decrease)
- $6,021,275
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Healthcare Strategies, Inc | NONE | $258,386 | not reported in the loaded dataset |
| Bolton Partners Northeast, Inc | NONE | $62,500 | not reported in the loaded dataset |
| Philadelphia Trust Company | NONE | $40,307 | not reported in the loaded dataset |
| Willig, Williams & Davidson | NONE | $30,310 | not reported in the loaded dataset |
| Alan Ross & Company, Pc | NONE | $21,000 | not reported in the loaded dataset |
| Mary Jost | NONE | $12,206 | not reported in the loaded dataset |