2023 Form 5500 filing — Northern California Ufcw Wholesale Health & Welfar
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 20250415121100NAL0001471811003) for Northern California Ufcw Wholesale Health & Welfar, reported by Northern California Ufcw Wholesale Health & Welfare Trust Fund under EIN 94-3218766 and plan number 501. It reports 212 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415121100NAL0001471811003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Northern California Ufcw Wholesale Health & Welfare Trust Fund
- EIN
- 94-3218766
- Plan number
- 501
- Location
- Concord, CA
- Participants
- 212
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,891,046
- Total liabilities (EOY)
- $838,053
- Net assets (EOY)
- $5,052,993
- Employer contributions
- $4,965,814
- Participant contributions
- $436,562
- Total income / additions
- $5,701,891
- Benefits paid
- $4,801,689
- Administrative expenses
- $436,928
- Total expenses
- $5,238,617
- Net increase / (decrease)
- $463,274
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Total Trust, LLC | NONE | $158,697 | not reported in the loaded dataset |
| Eide Bailly Llp | NONE | $95,399 | not reported in the loaded dataset |
| The Segal Co. | NONE | $55,220 | not reported in the loaded dataset |
| Weinberg, Roger & Rosenfeld | NONE | $40,500 | not reported in the loaded dataset |
| Us Bank | NONE | $15,886 | not reported in the loaded dataset |