Ufcw Local 1262 And Shoprite Welfare Fund — Form 5500 plan (Trustees Local 1262 And Shoprite 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, Ufcw Local 1262 And Shoprite Welfare Fund is a benefit plan reported by Trustees Local 1262 And Shoprite Welfare Fund under EIN 22-6137317 and plan number 503. The latest loaded filing year is 2023. The filing reports 10,777 participants and $33,370,369 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Local 1262 And Shoprite Welfare Fund
- EIN
- 22-6137317
- Plan number
- 503
- Plan type
- 1
- Location
- Clifton, NJ
- Latest filing year
- 2023
- Participants
- 10,777
- End-of-year plan assets
- $33,370,369
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 10,777 | H, C | 20250710161200NAL0004168483001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,370,369
- Total liabilities (EOY)
- $22,520,030
- Net assets (EOY)
- $10,850,339
- Net assets (BOY)
- $9,956,595
Income & contributions
- Employer contributions
- $94,483,552
- Participant contributions
- $801,326
- Total contributions
- $95,284,878
- Total income / additions
- $97,991,467
Expenses & distributions
- Benefits paid
- $95,231,262
- Administrative expenses
- $1,866,461
- Total expenses
- $97,097,723
- Net increase / (decrease)
- $893,744
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Horizon Healthcare Services, Inc. | NONE | $2,957,035 | $0 | 2023 |
| Ufcw Local 1262 Pension Fund | AFFILIATED BENEFIT FUND | $1,295,906 | not reported in the loaded dataset | 2023 |
| Express Scripts | NONE | $714,950 | not reported in the loaded dataset | 2023 |
| Horizon Healthcare Dental Services | NONE | $289,189 | not reported in the loaded dataset | 2023 |
| Ufcw Local 1262 | AFFILIATED ORGANIZATION | $277,902 | not reported in the loaded dataset | 2023 |
| Frank Vaccaro & Associates, Inc. | NONE | $259,929 | not reported in the loaded dataset | 2023 |
| Carelon Behavioral Health, Inc. | NONE | $119,140 | not reported in the loaded dataset | 2023 |
| Buck Global, LLC | NONE | $78,950 | not reported in the loaded dataset | 2023 |
| Novak Francella LLC | NONE | $50,000 | not reported in the loaded dataset | 2023 |
| Slevin & Hart, P.C. | NONE | $39,143 | not reported in the loaded dataset | 2023 |
| Pdi, Inc. | NONE | $24,794 | not reported in the loaded dataset | 2023 |
| Investment Performance Services LLC | NONE | $10,000 | not reported in the loaded dataset | 2023 |
| Kelly Press, Inc. | NONE | $8,165 | not reported in the loaded dataset | 2023 |
| Winston Support Services, LLC | NONE | $6,861 | not reported in the loaded dataset | 2023 |
| Bfi Printing & Mailing Services | NONE | $6,477 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Local 1262 And Shoprite Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Clifton, NJ
- Horizon Healthcare Services, Inc. — Schedule C compensation
- Ufcw Local 1262 Pension Fund — Schedule C compensation
- Express Scripts — Schedule C compensation
- Horizon Healthcare Dental Services — Schedule C compensation
- Ufcw Local 1262 — Schedule C compensation
- Frank Vaccaro & Associates, Inc. — Schedule C compensation
- Carelon Behavioral Health, Inc. — Schedule C compensation
- Buck Global, LLC — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- Slevin & Hart, P.C. — Schedule C compensation
- Pdi, Inc. — Schedule C compensation
- Investment Performance Services LLC — Schedule C compensation
- Kelly Press, Inc. — Schedule C compensation
- Winston Support Services, LLC — Schedule C compensation
- Bfi Printing & Mailing Services — Schedule C compensation