Ufcw And Participating Employers New England Health Fund — Form 5500 plan (Trustees Ufcw And Participating Employers New England Health Fund)

Plain-English plan 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, Ufcw And Participating Employers New England Health Fund is a benefit plan reported by Trustees Ufcw And Participating Employers New England Health Fund under EIN 06-6069081 and plan number 502. The latest loaded filing year is 2023. The filing reports 23,522 participants and $90,234,852 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Trustees Ufcw And Participating Employers New England Health Fund
EIN
06-6069081
Plan number
502
Plan type
1
Location
Westport, CT
Latest filing year
2023
Participants
23,522
End-of-year plan assets
$90,234,852

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202323,522H, C20241014125040NAL0046010224001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$90,234,852
Total liabilities (EOY)
$12,072,901
Net assets (EOY)
$78,161,951
Net assets (BOY)
$89,977,557

Income & contributions

Employer contributions
$116,382,167
Participant contributions
$11,770,919
Total contributions
$128,153,086
Total income / additions
$142,428,877

Expenses & distributions

Benefits paid
$148,493,892
Administrative expenses
$5,951,230
Total expenses
$154,445,122
Net increase / (decrease)
-$12,016,245

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Anthem Health Plans Inc.NONE$2,911,008not reported in the loaded dataset2023
Ufcw Union Local 919 PensionRELATED ORG$368,332not reported in the loaded dataset2023
Livongo Health, Inc.NONE$317,781not reported in the loaded dataset2023
The Segal CompanyNONE$275,801not reported in the loaded dataset2023
Employee 7EMPLOYEE$162,559not reported in the loaded dataset2023
Union Printing, Inc.NONE$155,050not reported in the loaded dataset2023
Bridgeway Benefit TechnologiesNONE$143,170not reported in the loaded dataset2023
Novak Francella, LLCNONE$141,577not reported in the loaded dataset2023
Employee 8EMPLOYEE$93,934not reported in the loaded dataset2023
Semo Law GroupNONE$83,134not reported in the loaded dataset2023
Employee 5EMPLOYEE$75,960not reported in the loaded dataset2023
Employee 4EMPLOYEE$74,405not reported in the loaded dataset2023
First American AdministratorsNONE$74,062not reported in the loaded dataset2023
Employee 2EMPLOYEE$69,321not reported in the loaded dataset2023
Employee 3EMPLOYEE$68,279not reported in the loaded dataset2023
Hinge Health, Inc.NONE$56,215not reported in the loaded dataset2023
Employee 1EMPLOYEE$56,214not reported in the loaded dataset2023
Employee 11EMPLOYEE$44,050not reported in the loaded dataset2023
Morgan StanleyNONE$43,264$02023
Employee 6EMPLOYEE$33,706not reported in the loaded dataset2023
Premier Technology Solutions, Inc.NONE$21,291not reported in the loaded dataset2023
Intercontinental Real Estate CorpNONE$19,716not reported in the loaded dataset2023
Optumrx Administrative Services, LlNONE$17,159not reported in the loaded dataset2023
AdpNONE$12,789not reported in the loaded dataset2023
Sage Advisory Srvcs., Ltd. Co.NONE$11,438not reported in the loaded dataset2023
Boyd Watterson Asset Mgmt.NONE$7,715not reported in the loaded dataset2023
Rbc Wealth ManagementNONE$5,213not reported in the loaded dataset2023
CignaNONE$0$02023

Related Form 5500 pages