2023 Form 5500 filing — U.F.C.W. Local 1529 & Contrib Employers H&W
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 20250317171513NAL0002933264004) for U.F.C.W. Local 1529 & Contrib Employers H&W, reported by United Food & Commerical Workers Empl Health & Welfare under EIN 62-0978539 and plan number 501. It reports 5,211 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250317171513NAL0002933264004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- United Food & Commerical Workers Empl Health & Welfare
- EIN
- 62-0978539
- Plan number
- 501
- Location
- Cordova, TN
- Participants
- 5,211
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,138,165
- Total liabilities (EOY)
- $1,446,474
- Net assets (EOY)
- $1,691,691
- Employer contributions
- $814,883
- Participant contributions
- $178,218
- Total income / additions
- $35,478,422
- Benefits paid
- $31,979,768
- Administrative expenses
- $2,535,197
- Total expenses
- $34,514,965
- Net increase / (decrease)
- $963,457
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Admin. Consulting Serviced Of Tn. | NONE | $1,569,875 | not reported in the loaded dataset |
| Reliant Health Partners, LLC | NONE | $272,967 | not reported in the loaded dataset |
| Horizon Actuarial Services LLC | NONE | $184,365 | not reported in the loaded dataset |
| Arnall Golden Gregory | NONE | $101,157 | not reported in the loaded dataset |
| Calibre Cpa Group Pllc | NONE | $33,000 | not reported in the loaded dataset |
| Dennis G Jenkins, Cpa,LLC | NONE | $16,500 | not reported in the loaded dataset |