2023 Form 5500 filing — U.F.C.W. District Union Local Two & Employers Pension 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 20250715151319NAL0002350337001) for U.F.C.W. District Union Local Two & Employers Pension Fund, reported by Trustees Of U.F.C.W. District Union Local Two & Employers Pension Fund under EIN 43-6049855 and plan number 001. It reports 5,546 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250715151319NAL0002350337001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of U.F.C.W. District Union Local Two & Employers Pension Fund
- EIN
- 43-6049855
- Plan number
- 001
- Location
- Pembroke Pines, FL
- Participants
- 5,546
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $46,748,533
- Total liabilities (EOY)
- $48,528
- Net assets (EOY)
- $46,700,005
- Employer contributions
- $998,085
- Total income / additions
- $9,405,747
- Benefits paid
- $14,636,833
- Administrative expenses
- $1,186,154
- Total expenses
- $15,822,987
- Net increase / (decrease)
- -$6,417,240
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nat'L Employee Benefits Admin, Inc. | NONE | $414,745 | not reported in the loaded dataset |
| Milliman, Inc. | NONE | $155,303 | not reported in the loaded dataset |
| Strategic Capital Investment Adviso | NONE | $100,000 | not reported in the loaded dataset |
| Slevin & Hart Pc | NONE | $85,631 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $55,884 | not reported in the loaded dataset |
| National Investment Services, LLC | NONE | $55,469 | not reported in the loaded dataset |
| Commerce Bank | NONE | $37,890 | not reported in the loaded dataset |
| Spencer Fane, Llp | NONE | $19,955 | not reported in the loaded dataset |
| Top Drawer, Inc. | NONE | $10,908 | not reported in the loaded dataset |
| Segal Select Insurance Services Inc | NONE | $0 | $8,488 |