2023 Form 5500 filing — United Food & Commercial Workers Union Employer Health & 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 20250710093008NAL0008975696001) for United Food & Commercial Workers Union Employer Health & Welfare Fund, reported by United Food & Commercial Workers Union Employer Health & Welfare Fu under EIN 34-6726563 and plan number 501. It reports 13,731 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250710093008NAL0008975696001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- United Food & Commercial Workers Union Employer Health & Welfare Fu
- EIN
- 34-6726563
- Plan number
- 501
- Location
- Broadview Heights, OH
- Participants
- 13,731
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $117,476,779
- Total liabilities (EOY)
- $29,542,723
- Net assets (EOY)
- $87,934,056
- Employer contributions
- $105,541,278
- Participant contributions
- $5,708,030
- Total income / additions
- $142,085,325
- Benefits paid
- $113,330,912
- Administrative expenses
- $3,747,517
- Total expenses
- $117,078,429
- Net increase / (decrease)
- $25,006,896
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Medical Mutual | not reported in the loaded dataset | $2,485,221 | not reported in the loaded dataset |
| Ufcw Health & Welfare Plan | not reported in the loaded dataset | $1,076,547 | not reported in the loaded dataset |
| Caremark | not reported in the loaded dataset | $732,847 | not reported in the loaded dataset |
| Merrill Lynch | not reported in the loaded dataset | $333,332 | $2,795 |
| Wainblat Law LLC | not reported in the loaded dataset | $264,001 | not reported in the loaded dataset |
| Call A Doctor Plus | not reported in the loaded dataset | $214,322 | not reported in the loaded dataset |
| Cunningham & Associates | not reported in the loaded dataset | $138,200 | not reported in the loaded dataset |
| Bridegway Technologies | not reported in the loaded dataset | $135,249 | not reported in the loaded dataset |
| Infostore | not reported in the loaded dataset | $130,520 | not reported in the loaded dataset |
| Dentemax | not reported in the loaded dataset | $58,496 | $0 |
| Davis Vision | not reported in the loaded dataset | $40,903 | not reported in the loaded dataset |
| The Segal Company | not reported in the loaded dataset | $25,759 | not reported in the loaded dataset |
| Usi Insurance | not reported in the loaded dataset | $16,975 | not reported in the loaded dataset |
| Metrohealth | not reported in the loaded dataset | $16,875 | not reported in the loaded dataset |
| Fusco Gallagher Porcaro Llp | not reported in the loaded dataset | $9,820 | not reported in the loaded dataset |
| Bank Of America | not reported in the loaded dataset | $8,848 | not reported in the loaded dataset |