2023 Form 5500 filing — United Furniture Workers Insurance 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 20250715140240NAL0002182881002) for United Furniture Workers Insurance Fund, reported by United Furniture Workers Insurance Fund under EIN 13-5547701 and plan number 501. It reports 3,982 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250715140240NAL0002182881002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- United Furniture Workers Insurance Fund
- EIN
- 13-5547701
- Plan number
- 501
- Location
- Nashville, TN
- Participants
- 3,982
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $37,757,120
- Total liabilities (EOY)
- $7,319,319
- Net assets (EOY)
- $30,437,801
- Employer contributions
- $58,278,764
- Participant contributions
- $316,805
- Total income / additions
- $61,488,855
- Benefits paid
- $55,748,321
- Administrative expenses
- $3,863,005
- Total expenses
- $59,611,326
- Net increase / (decrease)
- $1,877,529
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blue Cross/Blue Shield | BENEFITS ADMINISTRATOR | $1,531,360 | $0 |
| Local, 463,Cwa | ADMIN EXP REIMBURSEMENT | $197,900 | not reported in the loaded dataset |
| Cheiron | ACTUARY | $172,930 | not reported in the loaded dataset |
| Rogoff & Company | AUDITOR | $130,040 | not reported in the loaded dataset |
| Dee Anne Walker | DIRECTOR | $85,139 | not reported in the loaded dataset |
| Pierson | ATTORNEY | $67,219 | not reported in the loaded dataset |
| Local 81102, Cwa | ADMIN EXP REIMBURSEMENT | $67,184 | not reported in the loaded dataset |
| Dana Steinmetz | EMPLOYEE | $53,690 | not reported in the loaded dataset |
| Julia Stidham | EMPLOYEE | $52,520 | not reported in the loaded dataset |
| Lisa Fetzer | EMPLOYEE | $51,379 | not reported in the loaded dataset |
| Local 800, Cwa | ADMIN EXP REIMBURSEMENT | $48,628 | not reported in the loaded dataset |
| Clara Sherwood | EMPLOYEE | $48,220 | not reported in the loaded dataset |
| Bradley Harris | EMPLOYEE | $47,122 | not reported in the loaded dataset |
| Seria Bean | EMPLOYEE | $45,945 | not reported in the loaded dataset |
| Denise Weakley | EMPLOYEE | $39,448 | not reported in the loaded dataset |
| Megan Jedele | EMPLOYEE | $39,329 | not reported in the loaded dataset |
| Brian Mcgriff | EMPLOYEE | $38,551 | not reported in the loaded dataset |
| Erin Sandlin | EMPLOYEE | $35,358 | not reported in the loaded dataset |
| Pkf O'Connor Davies | CONSULTANT | $34,518 | $0 |
| Autumn Krankcik | EMPLOYEE | $33,816 | not reported in the loaded dataset |
| Fischerbroyles | ATTORNEY | $22,780 | not reported in the loaded dataset |
| Rita Ayers | EMPLOYEE | $20,904 | not reported in the loaded dataset |
| Local 75, Cwa | ADMIN EXP REIMBURSEMENT | $17,544 | not reported in the loaded dataset |
| Frontgate Technology Solutions | DATA PROCESSING | $16,415 | not reported in the loaded dataset |
| First Horizon Bank | BANK | $12,724 | not reported in the loaded dataset |
| Sheri Ramey | EMPLOYEE | $12,161 | not reported in the loaded dataset |
| Ufw Pension Fund A | SHARED EXPENSES | $11,548 | $0 |
| Gallagher Fiduciary Advisors LLC | INVESTMENT CONSULTANT | $9,000 | not reported in the loaded dataset |
| Ellen Smith | EMPLOYEE | $7,380 | not reported in the loaded dataset |
| Bicc Systems, Inc | DATA PROCESSING | $7,343 | not reported in the loaded dataset |
| Union Insurance Group | INSURANCE BROKER | $0 | $0 |