Plan5500

Ufcw Local 174 Commercial Pension Fund — Form 5500 plan (Board Of Trustees-Ufcw Local 174 Commercial Pension)

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 174 Commercial Pension Fund is a benefit plan reported by Board Of Trustees-Ufcw Local 174 Commercial Pension under EIN 13-3563111 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,325 participants and $469,143 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees-Ufcw Local 174 Commercial Pension
EIN
13-3563111
Plan number
001
Plan type
1
Location
Philadelphia, PA
Latest filing year
2023
Participants
1,325
End-of-year plan assets
$469,143

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,325H, C20241007092238NAL0015869361003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$469,143
Total liabilities (EOY)
$40,289
Net assets (EOY)
$428,854
Net assets (BOY)
$302,380

Income & contributions

Total contributions
$1,682,073
Total income / additions
$1,791,248

Expenses & distributions

Benefits paid
$1,384,411
Administrative expenses
$280,363
Total expenses
$1,664,774
Net increase / (decrease)
$126,474

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cbiz Retirement Plan ServicesNONE$158,414not reported in the loaded dataset2023
Larry Magarik, Esq.NONE$42,740not reported in the loaded dataset2023
Novak Francella LLCNONE$30,215not reported in the loaded dataset2023
Cohen Weiss & Simon LlpNONE$24,067not reported in the loaded dataset2023

Related Form 5500 pages