Ufcw Local 342 Safety, Education, Cultural And Activities Fund — Form 5500 plan (Bd Of Trustees Ufcw Local 342 Safety, Education,)
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 342 Safety, Education, Cultural And Activities Fund is a benefit plan reported by Bd Of Trustees Ufcw Local 342 Safety, Education, under EIN 11-2447683 and plan number 501. The latest loaded filing year is 2023. The filing reports 5,783 participants and $3,761,544 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd Of Trustees Ufcw Local 342 Safety, Education,
- EIN
- 11-2447683
- Plan number
- 501
- Plan type
- 1
- Location
- Bohemia, NY
- Latest filing year
- 2023
- Participants
- 5,783
- End-of-year plan assets
- $3,761,544
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,783 | H, C | 20241014141718NAL0027535361001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,761,544
- Total liabilities (EOY)
- $22,459
- Net assets (EOY)
- $3,739,085
- Net assets (BOY)
- $3,754,194
Income & contributions
- Employer contributions
- $2,573,621
- Total contributions
- $2,573,621
- Total income / additions
- $2,772,173
Expenses & distributions
- Benefits paid
- $1,670,717
- Administrative expenses
- $1,116,565
- Total expenses
- $2,787,282
- Net increase / (decrease)
- -$15,109
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Local 342 Welfare Fund | RELATED PARTY | $1,218,537 | not reported in the loaded dataset | 2023 |
| Ufcw Local 342 Group Legal Fund | RELATED PARTY | $792,777 | not reported in the loaded dataset | 2023 |
| Ufcw Local 342 Union | RELATED PARTY | $385,559 | not reported in the loaded dataset | 2023 |
| Solarus Technologies | NONE | $22,251 | not reported in the loaded dataset | 2023 |
| Novak Francella LLC | NONE | $17,715 | not reported in the loaded dataset | 2023 |
| Simon & Milner | NONE | $9,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd Of Trustees Ufcw Local 342 Safety, Education,
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Bohemia, NY
- Local 342 Welfare Fund — Schedule C compensation
- Ufcw Local 342 Group Legal Fund — Schedule C compensation
- Ufcw Local 342 Union — Schedule C compensation
- Solarus Technologies — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- Simon & Milner — Schedule C compensation