Ufcw Local 312 Benefit Fund — Form 5500 plan (Ufcw Local 312 Benefit 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 Local 312 Benefit Fund is a benefit plan reported by Ufcw Local 312 Benefit Fund under EIN 11-1889115 and plan number 501. The latest loaded filing year is 2023. The filing reports 3,949 participants and $1,411,023 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ufcw Local 312 Benefit Fund
- EIN
- 11-1889115
- Plan number
- 501
- Plan type
- 1
- Location
- Matawan, NJ
- Latest filing year
- 2023
- Participants
- 3,949
- End-of-year plan assets
- $1,411,023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,949 | H, C | 20240925115746NAL0008303347001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,411,023
- Total liabilities (EOY)
- $376,908
- Net assets (EOY)
- $1,034,115
- Net assets (BOY)
- $1,146,839
Income & contributions
- Employer contributions
- $1,684,968
- Participant contributions
- $651
- Total contributions
- $1,685,619
- Total income / additions
- $1,811,683
Expenses & distributions
- Benefits paid
- $824,480
- Administrative expenses
- $1,099,927
- Total expenses
- $1,924,407
- Net increase / (decrease)
- -$112,724
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| 400 Route 34, LLC | LANDLORD | $95,802 | not reported in the loaded dataset | 2023 |
| Law Offices Of Richard A Deconca | NONE | $50,000 | not reported in the loaded dataset | 2023 |
| Saverio Lasorsa | NONE | $42,500 | not reported in the loaded dataset | 2023 |
| Dr. Michael D. Lasalle, Md | NONE | $36,000 | not reported in the loaded dataset | 2023 |
| O'Brien Belland & Bushinsky LLC | NONE | $30,000 | not reported in the loaded dataset | 2023 |
| Mspc | NONE | $25,000 | not reported in the loaded dataset | 2023 |
| Fna Insurance Services | NONE | $20,000 | not reported in the loaded dataset | 2023 |
| Mml Investors Services, LLC | NONE | $9,237 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ufcw Local 312 Benefit Fund
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Matawan, NJ
- 400 Route 34, LLC — Schedule C compensation
- Law Offices Of Richard A Deconca — Schedule C compensation
- Saverio Lasorsa — Schedule C compensation
- Dr. Michael D. Lasalle, Md — Schedule C compensation
- O'Brien Belland & Bushinsky LLC — Schedule C compensation
- Mspc — Schedule C compensation
- Fna Insurance Services — Schedule C compensation
- Mml Investors Services, LLC — Schedule C compensation