2023 Form 5500 filing — U.F.C.W. Union And Employers Calumet Region 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 20250821132911NAL0004298753001) for U.F.C.W. Union And Employers Calumet Region Insurance Fund, reported by Trustees Of Ufcw Union & Employers Calumet Region Insurance Fund under EIN 35-1065816 and plan number 501. It reports 458 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250821132911NAL0004298753001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Ufcw Union & Employers Calumet Region Insurance Fund
- EIN
- 35-1065816
- Plan number
- 501
- Location
- Downers Grove, IL
- Participants
- 458
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,755,239
- Total liabilities (EOY)
- $695,668
- Net assets (EOY)
- $5,059,571
- Employer contributions
- $4,722,975
- Participant contributions
- $259,711
- Total income / additions
- $6,033,752
- Benefits paid
- $5,223,507
- Administrative expenses
- $520,807
- Total expenses
- $5,744,314
- Net increase / (decrease)
- $289,438
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wilson-Mcshane | NONE | $274,825 | not reported in the loaded dataset |
| Blue Cross Blue Shield Of Il | NONE | $124,271 | not reported in the loaded dataset |
| The Segal Company | NONE | $70,905 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $34,500 | not reported in the loaded dataset |
| Segall Bryant & Hamill, LLC | NONE | $28,582 | $0 |
| Welldynerx, LLC | NONE | $20,818 | not reported in the loaded dataset |
| The Karmel Law Firm | NONE | $12,930 | not reported in the loaded dataset |
| Active Health Management | NONE | $10,802 | not reported in the loaded dataset |
| Honsa-Binder Printing, Inc. | NONE | $7,290 | not reported in the loaded dataset |
| Amalgamated Bank Of Chicago | NONE | $5,787 | $0 |