2023 Form 5500 filing — Ufcw International Savings & Retirement Plan For U.S. Officers And Employees
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 20250214092249NAL0024426625001) for Ufcw International Savings & Retirement Plan For U.S. Officers And Employees, reported by Ufcw International Union under EIN 53-0220586 and plan number 003. It reports 425 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250214092249NAL0024426625001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ufcw International Union
- EIN
- 53-0220586
- Plan number
- 003
- Location
- Washington, DC
- Participants
- 425
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $67,391,812
- Net assets (EOY)
- $67,391,812
- Employer contributions
- $960,712
- Participant contributions
- $1,621,878
- Total income / additions
- $10,707,274
- Benefits paid
- $7,084,840
- Administrative expenses
- $2,319
- Total expenses
- $7,087,159
- Net increase / (decrease)
- $3,620,115
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Inv Inst Oper Co Inc | RECORDKEEPER | $2,319 | $0 |