2023 Form 5500 filing — Ufcw Unions & Participating Employers 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 20250813104506NAL0004834467001) for Ufcw Unions & Participating Employers Health & Welfare Fund, reported by Ufcw Unions & Participating Employers Health & Welfare Fund under EIN 01-0749311 and plan number 501. It reports 6,197 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250813104506NAL0004834467001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Ufcw Unions & Participating Employers Health & Welfare Fund
- EIN
- 01-0749311
- Plan number
- 501
- Location
- Mt Laurel, NJ
- Participants
- 6,197
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $52,746,573
- Total liabilities (EOY)
- $10,719,022
- Net assets (EOY)
- $42,027,551
- Employer contributions
- $46,945,527
- Participant contributions
- $93,000
- Total income / additions
- $51,369,300
- Benefits paid
- $40,754,736
- Administrative expenses
- $5,971,078
- Total expenses
- $46,725,814
- Net increase / (decrease)
- $4,643,486
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tri-State Administrators | NONE | $5,611,973 | not reported in the loaded dataset |
| Amerihealth Admninistrators | NONE | $1,001,101 | not reported in the loaded dataset |
| Independence Blue Cross | NONE | $998,517 | not reported in the loaded dataset |
| Amerihealth Administrators | NONE | $911,483 | not reported in the loaded dataset |
| Express Scripts | NONE | $496,266 | not reported in the loaded dataset |
| Spear Wilderman | NONE | $481,353 | not reported in the loaded dataset |
| O'Brien, Belland & Bushinsky, LLC | NONE | $180,403 | not reported in the loaded dataset |
| Comprehensive Health Care Sys. Inc | NONE | $136,973 | not reported in the loaded dataset |
| United Concordia | NONE | $105,018 | not reported in the loaded dataset |
| Baratz & Associates, P.A. | NONE | $43,500 | not reported in the loaded dataset |
| Legal Club Financial Corp | NONE | $27,342 | not reported in the loaded dataset |
| Cheiron | NONE | $13,250 | not reported in the loaded dataset |