2023 Form 5500 filing — United Food And Commercial Workers Local 1546 Health And Welfare 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 20250612160007NAL0048231602001) for United Food And Commercial Workers Local 1546 Health And Welfare Fund, reported by Trustees Of Ufcw Local 1546 Health And Welfare Fund under EIN 36-2139906 and plan number 501. It reports 4,487 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 1 · 2023

Filing snapshot

Net assets (EOY)$58.6MReported net assets$58,636,961
Participants4.5K4,487
Provider compensation$9.9M109 Schedule C row(s)$9,857,293
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250612160007NAL0048231602001
Plan sponsor
Trustees Of Ufcw Local 1546 Health And Welfare Fund
EIN
36-2139906
Plan number
501
Location
Chicago, IL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$65.4M total assets
Net assets$58.6MLiabilities$6.8M
Money in vs. money out
Total income / additions$49M
Total expenses$38.8M
Benefits paid / distributions$30M
Contributions
Employer$41.7M
Participant$123K
Full reported line items
Total assets (EOY)
$65,407,349
Total liabilities (EOY)
$6,770,388
Net assets (EOY)
$58,636,961
Employer contributions
$41,670,072
Participant contributions
$122,962
Total income / additions
$49,034,817
Benefits paid
$29,978,257
Administrative expenses
$8,830,642
Total expenses
$38,808,899
Net increase / (decrease)
$10,225,918
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $378.2K · Indirect $0
  2. 2
    EMPLOYEE · Direct $307.2K
  3. 3
    NONE · Direct $291.9K · Indirect $0
  4. 4
    EMPLOYEE · Direct $291.8K
  5. 5
    EMPLOYEE · Direct $273.1K
  6. 6
    Mark Simon$264.1K
    EMPLOYEE · Direct $264.1K
  7. 7
    EMPLOYEE · Direct $261.3K
  8. 8
    EMPLOYEE · Direct $228.2K
  9. 9
    EMPLOYEE · Direct $221.5K
  10. 10
    NONE · Direct $218.9K
  11. 11
    EMPLOYEE · Direct $218.5K
  12. 12
    EMPLOYEE · Direct $212K
  13. 13
    EMPLOYEE · Direct $187.3K
  14. 14
    EMPLOYEE · Direct $173.9K
  15. 15
    EMPLOYEE · Direct $153.9K
  16. 16
    EMPLOYEE · Direct $150.1K
  17. 17
    EMPLOYEE · Direct $149.3K
  18. 18
    NONE · Direct $140.3K · Indirect $0
  19. 19
    EMPLOYEE · Direct $139.4K
  20. 20
    EMPLOYEE · Direct $137.9K
  21. 21
    Lisa Bank$131.6K
    EMPLOYEE · Direct $131.6K
  22. 22
    NONE · Direct $129.6K
  23. 23
    EMPLOYEE · Direct $128.3K
  24. 24
    EMPLOYEE · Direct $124.1K
  25. 25
    NONE · Direct $116.1K
  26. 26
    EMPLOYEE · Direct $108.3K
  27. 27
    EMPLOYEE · Direct $95K
  28. 28
    NONE · Direct $91.3K
  29. 29
    EMPLOYEE · Direct $86.3K
  30. 30
    EMPLOYEE · Direct $85.7K
  31. 31
    EMPLOYEE · Direct $84.7K
  32. 32
    EMPLOYEE · Direct $83.8K
  33. 33
    EMPLOYEE · Direct $82.7K
  34. 34
    Nancy Rey$81.7K
    EMPLOYEE · Direct $81.7K
  35. 35
    EMPLOYEE · Direct $81K
  36. 36
    EMPLOYEE · Direct $80K
  37. 37
    EMPLOYEE · Direct $79.6K
  38. 38
    EMPLOYEE · Direct $79.2K
  39. 39
    NONE · Direct $78.7K
  40. 40
    EMPLOYEE · Direct $78.1K
  41. 41
    NONE · Direct $75.7K
  42. 42
    EMPLOYEE · Direct $74.9K
  43. 43
    EMPLOYEE · Direct $74.7K
  44. 44
    EMPLOYEE · Direct $73.3K
  45. 45
    EMPLOYEE · Direct $72.9K
  46. 46
    EMPLOYEE · Direct $72.1K
  47. 47
    EMPLOYEE · Direct $71.1K
  48. 48
    EMPLOYEE · Direct $70.2K
  49. 49
    EMPLOYEE · Direct $69.5K
  50. 50
    EMPLOYEE · Direct $69.4K
  51. 51
    EMPLOYEE · Direct $68.5K
  52. 52
    EMPLOYEE · Direct $67.9K
  53. 53
    EMPLOYEE · Direct $67.4K
  54. 54
    EMPLOYEE · Direct $66.9K
  55. 55
    EMPLOYEE · Direct $66K
  56. 56
    EMPLOYEE · Direct $65.3K
  57. 57
    EMPLOYEE · Direct $65.1K
  58. 58
    EMPLOYEE · Direct $64.9K
  59. 59
    EMPLOYEE · Direct $64.5K
  60. 60
    EMPLOYEE · Direct $64.5K
  61. 61
    EMPLOYEE · Direct $63.8K
  62. 62
    EMPLOYEE · Direct $63.8K
  63. 63
    EMPLOYEE · Direct $63.4K
  64. 64
    EMPLOYEE · Direct $62.5K
  65. 65
    EMPLOYEE · Direct $61.7K
  66. 66
    EMPLOYEE · Direct $60.8K
  67. 67
    EMPLOYEE · Direct $60.7K
  68. 68
    EMPLOYEE · Direct $60.6K
  69. 69
    EMPLOYEE · Direct $60.2K
  70. 70
    NONE · Direct $59.5K
  71. 71
    EMPLOYEE · Direct $58.7K
  72. 72
    EMPLOYEE · Direct $58.7K
  73. 73
    EMPLOYEE · Direct $58.2K
  74. 74
    EMPLOYEE · Direct $57.4K
  75. 75
    EMPLOYEE · Direct $57.3K
  76. 76
    EMPLOYEE · Direct $55.6K
  77. 77
    EMPLOYEE · Direct $54.5K
  78. 78
    EMPLOYEE · Direct $54.5K
  79. 79
    NONE · Direct $54.1K
  80. 80
    EMPLOYEE · Direct $53.7K
  81. 81
    EMPLOYEE · Direct $53.7K
  82. 82
    EMPLOYEE · Direct $53.1K
  83. 83
    EMPLOYEE · Direct $52.7K
  84. 84
    EMPLOYEE · Direct $51.9K
  85. 85
    NONE · Direct $50.7K
  86. 86
    NONE · Direct $48.8K
  87. 87
    EMPLOYEE · Direct $48.7K
  88. 88
    EMPLOYEE · Direct $48.2K
  89. 89
    EMPLOYEE · Direct $47.3K
  90. 90
    NONE · Direct $46.2K
  91. 91
    EMPLOYEE · Direct $44.9K
  92. 92
    EMPLOYEE · Direct $43.4K
  93. 93
    EMPLOYEE · Direct $41.1K
  94. 94
    NONE · Direct $36.1K
  95. 95
    NONE · Direct $36K
  96. 96
    EMPLOYEE · Direct $33.4K
  97. 97
    NONE · Direct $32.4K · Indirect $0
  98. 98
    NONE · Direct $32.1K
  99. 99
    NONE · Direct $30K · Indirect $0
  100. 100
    NONE · Direct $26.9K · Indirect $0
  101. 101
    NONE · Direct $24.6K · Indirect $0
  102. 102
    NONE · Direct $21.1K · Indirect $0
  103. 103
    NONE · Direct $18K
  104. 104
    NONE · Direct $15.7K
  105. 105
    NONE · Direct $15.6K
  106. 106
    NONE · Direct $14K
  107. 107
    NONE · Direct $9.2K
  108. 108
    NONE · Direct $6.4K
  109. 109
    NONE · Direct $5.5K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250612160007NAL0048231602001 cover?
It is the 2023 Form 5500 filing for United Food And Commercial Workers Local 1546 Health And Welfare Fund, reported by Trustees Of Ufcw Local 1546 Health And Welfare Fund (EIN 36-2139906).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages