2023 Form 5500 filing — Ufcw Local 1262 & 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 20250913201942NAL0001587555001) for Ufcw Local 1262 & Employers Health & Welfare Fund, reported by Trustees Ufcw L 1262 & Emp H&W Fd under EIN 23-7042767 and plan number 501. It reports 3,191 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250913201942NAL0001587555001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Ufcw L 1262 & Emp H&W Fd
- EIN
- 23-7042767
- Plan number
- 501
- Location
- Clifton, NJ
- Participants
- 3,191
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,053,773
- Total liabilities (EOY)
- $7,572,701
- Net assets (EOY)
- $7,481,072
- Employer contributions
- $34,407,141
- Participant contributions
- $414,722
- Total income / additions
- $35,437,387
- Benefits paid
- $34,622,582
- Administrative expenses
- $1,341,510
- Total expenses
- $35,964,092
- Net increase / (decrease)
- -$526,705
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Horizon Healthcare Services, Inc. | NONE | $1,045,614 | $0 |
| Ufcw Local 1262 Pension Fund | AFFILIATED BENEFIT FUND | $857,415 | not reported in the loaded dataset |
| Ufcw Local 1262 | AFFILIATED LABOR ORG | $211,131 | not reported in the loaded dataset |
| Frank Vaccaro & Associates, Inc. | NONE | $176,785 | not reported in the loaded dataset |
| Express Scripts | NONE | $127,629 | not reported in the loaded dataset |
| Horizon Healthcare Dental Services | NONE | $94,957 | not reported in the loaded dataset |
| The Segal Company (Eastern States) | NONE | $59,583 | not reported in the loaded dataset |
| Morgan, Lewis & Bockius Llp | NONE | $57,463 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $42,000 | not reported in the loaded dataset |
| Carelon Behavioral Health, Inc. | NONE | $40,057 | not reported in the loaded dataset |
| Murphy Anderson Pllc | NONE | $36,936 | not reported in the loaded dataset |
| Chartwell Investment Partners | NONE | $17,937 | not reported in the loaded dataset |
| Segall, Bryant & Hamill | NONE | $13,739 | not reported in the loaded dataset |
| Investment Performance Services LLC | NONE | $10,000 | not reported in the loaded dataset |
| Ocean Computer Group, Inc. | NONE | $8,889 | not reported in the loaded dataset |
| Rj Davis Associates | NONE | $3,000 | $5,484 |
| Pdi, Inc. | NONE | $7,945 | not reported in the loaded dataset |