Ufcw Local One Active Health Care Fund — Form 5500 plan (Brd Of Ttees Ufcw Local One Active Health Care 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 One Active Health Care Fund is a benefit plan reported by Brd Of Ttees Ufcw Local One Active Health Care Fund under EIN 16-0915820 and plan number 501. The latest loaded filing year is 2023. The filing reports 8,021 participants and $82,140,372 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Brd Of Ttees Ufcw Local One Active Health Care Fund
- EIN
- 16-0915820
- Plan number
- 501
- Plan type
- 1
- Location
- Oriskany, NY
- Latest filing year
- 2023
- Participants
- 8,021
- End-of-year plan assets
- $82,140,372
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8,021 | H, C | 20250123123636NAL0010311536001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $82,140,372
- Total liabilities (EOY)
- $15,413,289
- Net assets (EOY)
- $66,727,083
- Net assets (BOY)
- $51,652,420
Income & contributions
- Employer contributions
- $67,831,505
- Participant contributions
- $209,198
- Total contributions
- $68,040,703
- Total income / additions
- $73,071,843
Expenses & distributions
- Benefits paid
- $56,152,236
- Administrative expenses
- $1,844,944
- Total expenses
- $57,997,180
- Net increase / (decrease)
- $15,074,663
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Excellus Bluecross Blueshield | NONE | $1,851,109 | not reported in the loaded dataset | 2023 |
| Payer Matrix LLC | NONE | $1,809,380 | not reported in the loaded dataset | 2023 |
| Uprise Health/Hmc Healthworks, Inc. | NONE | $310,366 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $254,133 | not reported in the loaded dataset | 2023 |
| Loomis Company | NONE | $197,171 | not reported in the loaded dataset | 2023 |
| Healthsmart Rx Solutions | NONE | $142,448 | not reported in the loaded dataset | 2023 |
| Slevin & Hart, Pc | ATTORNEY | $124,504 | not reported in the loaded dataset | 2023 |
| Michael Ciancaglini | EMPLOYEE | $121,600 | not reported in the loaded dataset | 2023 |
| Jean Pawelek | EMPLOYEE | $92,953 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | RECORDKEEPING AND INFO | $90,262 | not reported in the loaded dataset | 2023 |
| Regina Heiland | EMPLOYEE | $58,100 | not reported in the loaded dataset | 2023 |
| Charlene Broccoli | EMPLOYEE | $55,776 | not reported in the loaded dataset | 2023 |
| Cheryl Graziano | EMPLOYEE | $52,120 | not reported in the loaded dataset | 2023 |
| Johanna Paciello | EMPLOYEE | $49,487 | not reported in the loaded dataset | 2023 |
| Chartwell Investment Partners LLC | INVESTMENT MANAGER | $45,767 | not reported in the loaded dataset | 2023 |
| Weaver & Tidwell, Llp | ACCOUNTANT | $44,379 | not reported in the loaded dataset | 2023 |
| Victoria Battista | EMPLOYEE | $43,896 | not reported in the loaded dataset | 2023 |
| Jenna Mosca | EMPLOYEE | $43,664 | not reported in the loaded dataset | 2023 |
| Davis Vision | NONE | $28,492 | not reported in the loaded dataset | 2023 |
| Emilia D'Ambro | EMPLOYEE | $26,141 | not reported in the loaded dataset | 2023 |
| Peter Decarlo Cpa Pllc | UNION ACCOUNTANT | $25,000 | not reported in the loaded dataset | 2023 |
| Bondartech | IT CONSULTANT | $20,078 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | INVESTMENT CUSTODIAN | $10,000 | not reported in the loaded dataset | 2023 |
| Investment Performance Services | INVESTMENT CONSULTANT | $5,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Brd Of Ttees Ufcw Local One Active Health Care Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Oriskany, NY
- Excellus Bluecross Blueshield — Schedule C compensation
- Payer Matrix LLC — Schedule C compensation
- Uprise Health/Hmc Healthworks, Inc. — Schedule C compensation
- The Segal Company — Schedule C compensation
- Loomis Company — Schedule C compensation
- Healthsmart Rx Solutions — Schedule C compensation
- Slevin & Hart, Pc — Schedule C compensation
- Michael Ciancaglini — Schedule C compensation
- Jean Pawelek — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Regina Heiland — Schedule C compensation
- Charlene Broccoli — Schedule C compensation
- Cheryl Graziano — Schedule C compensation
- Johanna Paciello — Schedule C compensation
- Chartwell Investment Partners LLC — Schedule C compensation
- Weaver & Tidwell, Llp — Schedule C compensation
- Victoria Battista — Schedule C compensation
- Jenna Mosca — Schedule C compensation
- Davis Vision — Schedule C compensation
- Emilia D'Ambro — Schedule C compensation
- Peter Decarlo Cpa Pllc — Schedule C compensation
- Bondartech — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Investment Performance Services — Schedule C compensation