2023 Form 5500 filing — Ufcw Local 1776 & 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 20260217155130NAL0008097570001) for Ufcw Local 1776 & Participating Employers Health & Welfare Fund, reported by Trustees Of Ufcw Local 1776 & Part Employers H & W Fund under EIN 23-2949242 and plan number 501. It reports 7,242 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20260217155130NAL0008097570001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Ufcw Local 1776 & Part Employers H & W Fund
- EIN
- 23-2949242
- Plan number
- 501
- Location
- Plymouth Meeting, PA
- Participants
- 7,242
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $95,418,566
- Total liabilities (EOY)
- $5,272,954
- Net assets (EOY)
- $90,145,612
- Employer contributions
- $56,366,879
- Participant contributions
- $2,145,957
- Total income / additions
- $61,534,986
- Benefits paid
- $42,754,144
- Administrative expenses
- $7,700,445
- Total expenses
- $50,454,589
- Net increase / (decrease)
- $11,080,397
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Healthcare Strategies, Inc | NONE | $3,831,013 | not reported in the loaded dataset |
| Ufcw Local 1776 | PARTICIPATING EMPLOYER | $26,334 | $368,812 |
| Bolton Partners Northeast | NONE | $202,500 | not reported in the loaded dataset |
| Mental Health Consultants | NONE | $181,526 | not reported in the loaded dataset |
| Wells Fargo Advisors | NONE | $142,252 | not reported in the loaded dataset |
| Hmc Healthworks | NONE | $96,576 | not reported in the loaded dataset |
| Willig, Williams & Davidson | NONE | $76,382 | not reported in the loaded dataset |
| Stevens & Lee | NONE | $70,406 | not reported in the loaded dataset |
| Robert Slawek, Dmd | NONE | $45,216 | not reported in the loaded dataset |
| Alan Ross & Company, Pc | NONE | $27,000 | not reported in the loaded dataset |
| Eye Med | NONE | $17,995 | not reported in the loaded dataset |
| Rbc Wealth Management | NONE | $10,000 | not reported in the loaded dataset |