2023 Form 5500 filing — Ufcw National 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 20250708102409NAL0002173875001) for Ufcw National Health And Welfare Fund, reported by Board Of Trustees Of The Ufcw National Health And Welfare Fund under EIN 22-1458594 and plan number 501. It reports 9,630 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250708102409NAL0002173875001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of The Ufcw National Health And Welfare Fund
- EIN
- 22-1458594
- Plan number
- 501
- Location
- Englewood, NJ
- Participants
- 9,630
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $170,703,935
- Total liabilities (EOY)
- $24,481,110
- Net assets (EOY)
- $146,222,825
- Employer contributions
- $146,821,321
- Participant contributions
- $441,802
- Total income / additions
- $167,134,227
- Benefits paid
- $134,209,452
- Administrative expenses
- $6,400,305
- Total expenses
- $140,609,757
- Net increase / (decrease)
- $26,524,470
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Horizon Bc/Bs Of Nj | NONE | $3,031,793 | not reported in the loaded dataset |
| Empirx Health, LLC | NONE | $1,898,847 | not reported in the loaded dataset |
| Payer Matrix LLC | NONE | $50,475 | $1,628,347 |
| Glenn Dibiasi | EMPLOYEE | $395,093 | not reported in the loaded dataset |
| The Segal Company | NONE | $378,187 | not reported in the loaded dataset |
| Green Light Cost Management LLC | NONE | $367,087 | not reported in the loaded dataset |
| Conifer Value Based Care LLC | NONE | $326,354 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $289,477 | not reported in the loaded dataset |
| Slevin & Hart Pc | NONE | $254,066 | not reported in the loaded dataset |
| Brenda Garma | EMPLOYEE | $178,213 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney LLC | NONE | $144,998 | not reported in the loaded dataset |
| Healthsmart Care Management Solutio | NONE | $143,860 | not reported in the loaded dataset |
| Delta Dental Of New Jersey | NONE | $130,640 | not reported in the loaded dataset |
| Brown & Brown Of Massachusetts | NONE | $125,274 | not reported in the loaded dataset |
| Hyacinth Johnson | EMPLOYEE | $119,154 | not reported in the loaded dataset |
| Donna Sperone | EMPLOYEE | $119,058 | not reported in the loaded dataset |
| Rena Svokos | EMPLOYEE | $115,952 | not reported in the loaded dataset |
| Robin Goodman | EMPLOYEE | $112,587 | not reported in the loaded dataset |
| Suanne Mccormack | EMPLOYEE | $112,397 | not reported in the loaded dataset |
| Joann Theuret | EMPLOYEE | $111,442 | not reported in the loaded dataset |
| Robin Perez | EMPLOYEE | $111,361 | not reported in the loaded dataset |
| Savita Gandotra | EMPLOYEE | $111,139 | not reported in the loaded dataset |
| Marisela V Ruiz | EMPLOYEE | $106,506 | not reported in the loaded dataset |
| Bbh Solutions, Inc. | NONE | $103,144 | not reported in the loaded dataset |
| Natalina Medina | EMPLOYEE | $101,087 | not reported in the loaded dataset |
| Novak Francella, LLC | NONE | $99,006 | not reported in the loaded dataset |
| Dawn Quinn | EMPLOYEE | $98,286 | not reported in the loaded dataset |
| Nandina Valencia Nowicki | EMPLOYEE | $96,531 | not reported in the loaded dataset |
| Monica Rodriguez | EMPLOYEE | $95,333 | not reported in the loaded dataset |
| Laura Marte | EMPLOYEE | $94,509 | not reported in the loaded dataset |
| Tracey Rutan | EMPLOYEE | $92,348 | not reported in the loaded dataset |
| Pedro Gonzalez | EMPLOYEE | $89,314 | not reported in the loaded dataset |
| Karen Chan | EMPLOYEE | $86,138 | not reported in the loaded dataset |
| Susan Stuckey | EMPLOYEE | $83,508 | not reported in the loaded dataset |
| Luz Rodriguez | EMPLOYEE | $83,430 | not reported in the loaded dataset |
| Emily Ton | EMPLOYEE | $83,330 | not reported in the loaded dataset |
| Peggie Morgan | EMPLOYEE | $83,046 | not reported in the loaded dataset |
| Svam International, Inc. | NONE | $82,723 | not reported in the loaded dataset |
| Melissa Jaimes | EMPLOYEE | $80,872 | not reported in the loaded dataset |
| Ebony Mccullam | EMPLOYEE | $80,315 | not reported in the loaded dataset |
| Marcia Graham | EMPLOYEE | $76,896 | not reported in the loaded dataset |
| Juan Pacheco | EMPLOYEE | $76,080 | not reported in the loaded dataset |
| Haydeliza Javier-Santos | EMPLOYEE | $75,469 | not reported in the loaded dataset |
| Melinda Nye Romaine | EMPLOYEE | $69,735 | not reported in the loaded dataset |
| Karen Buchanan | EMPLOYEE | $64,688 | not reported in the loaded dataset |
| Larry Magarik, Esq | NONE | $61,875 | not reported in the loaded dataset |
| Gallagher Benefit Services Inc | NONE | $53,750 | not reported in the loaded dataset |
| Mfs Investment Management | NONE | $53,632 | not reported in the loaded dataset |
| Cindy Hernandez | EMPLOYEE | $51,232 | not reported in the loaded dataset |
| Dr. Anita Nischal | NONE | $48,000 | not reported in the loaded dataset |
| Vision Service Plan | NONE | $45,017 | not reported in the loaded dataset |
| Robyn Reichard | NONE | $40,050 | not reported in the loaded dataset |
| Phaxis, LLC | NONE | $35,000 | not reported in the loaded dataset |
| Part D Advisors, Inc. | NONE | $34,127 | not reported in the loaded dataset |
| Metasource, LLC | NONE | $21,560 | not reported in the loaded dataset |
| Boyd Watterson Asset Management | NONE | $19,652 | not reported in the loaded dataset |
| J. Glynn & Company | NONE | $18,719 | not reported in the loaded dataset |
| Automatic Data Processing Inc | NONE | $10,805 | not reported in the loaded dataset |
| Carefirst Administrators | NONE | $5,702 | not reported in the loaded dataset |