Retirement Plan Of The Ufcw National Health And Welfare Fund — Form 5500 plan (Ufcw National Health And Welfare 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, Retirement Plan Of The Ufcw National Health And Welfare Fund is a benefit plan reported by Ufcw National Health And Welfare Fund under EIN 22-1458594 and plan number 001. The latest loaded filing year is 2023. The filing reports 71 participants and $15,545,407 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ufcw National Health And Welfare Fund
- EIN
- 22-1458594
- Plan number
- 001
- Plan type
- 2
- Location
- Englewood, NJ
- Latest filing year
- 2023
- Participants
- 71
- End-of-year plan assets
- $15,545,407
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 71 | I | 20250613123805NAL0015672067001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $15,545,407
- Total liabilities (EOY)
- $6,000
- Net assets (EOY)
- $15,539,407
- Net assets (BOY)
- $13,694,394
Income & contributions
- Employer contributions
- $442,800
- Total income / additions
- $2,600,408
Expenses & distributions
- Benefits paid
- $672,850
- Total expenses
- $755,395
- Net increase / (decrease)
- $1,845,013
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.