2023 Form 5500 filing — United Food And Commercial Workers Allied Trades Trust 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 20250626100653NAL0008861041001) for United Food And Commercial Workers Allied Trades Trust Fund, reported by United Food And Commercial Workers Allied Trades Trust Fund Board Of T under EIN 95-6047046 and plan number 501. It reports 145 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250626100653NAL0008861041001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- United Food And Commercial Workers Allied Trades Trust Fund Board Of T
- EIN
- 95-6047046
- Plan number
- 501
- Location
- Pembroke Pines, FL
- Participants
- 145
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,446,303
- Total liabilities (EOY)
- $211,251
- Net assets (EOY)
- $3,235,052
- Employer contributions
- $1,283,037
- Total income / additions
- $1,608,680
- Benefits paid
- $912,514
- Administrative expenses
- $206,292
- Total expenses
- $1,118,806
- Net increase / (decrease)
- $489,874
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| National Employee Benefits Admin (N | NONE | $60,000 | not reported in the loaded dataset |
| Crump Consulting | NONE | $48,000 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney Lcc | NONE | $33,587 | not reported in the loaded dataset |
| Lapadula Carlson & Co. | NONE | $22,538 | not reported in the loaded dataset |
| Wkc Halford Rosenfeld & Levy | NONE | $6,180 | not reported in the loaded dataset |