United Independent Union Welfare Fund — Form 5500 plan (United Independent Union 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, United Independent Union Welfare Fund is a benefit plan reported by United Independent Union Welfare Fund under EIN 23-1746532 and plan number 501. The latest loaded filing year is 2023. The filing reports 221 participants and $9,018,266 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Independent Union Welfare Fund
- EIN
- 23-1746532
- Plan number
- 501
- Plan type
- 1
- Location
- Blackwood, NJ
- Latest filing year
- 2023
- Participants
- 221
- End-of-year plan assets
- $9,018,266
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 221 | H, C | 20241011084507NAL0012298131002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,018,266
- Total liabilities (EOY)
- $36,035
- Net assets (EOY)
- $8,982,231
- Net assets (BOY)
- $8,276,380
Income & contributions
- Employer contributions
- $2,531,814
- Participant contributions
- $18,075
- Total contributions
- $2,549,889
- Total income / additions
- $3,385,767
Expenses & distributions
- Benefits paid
- $2,298,859
- Administrative expenses
- $381,057
- Total expenses
- $2,679,916
- Net increase / (decrease)
- $705,851
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| United Independent Union | AFFILIATED ORGANIZATION | $103,274 | not reported in the loaded dataset | 2023 |
| Benefit Processing Inc | RECORD KEEPER | $74,077 | $0 | 2023 |
| Bridgeway Benefit Technologies, LLC | NONE | $62,670 | not reported in the loaded dataset | 2023 |
| Baratz & Associates, P.A. | NONE | $26,778 | not reported in the loaded dataset | 2023 |
| Rbc Wealth Management | NONE | $25,281 | not reported in the loaded dataset | 2023 |
| Richard Gabriel Associates | NONE | $20,000 | not reported in the loaded dataset | 2023 |
| Markowitz & Richman | NONE | $8,506 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for United Independent Union Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Blackwood, NJ
- United Independent Union — Schedule C compensation
- Benefit Processing Inc — Schedule C compensation
- Bridgeway Benefit Technologies, LLC — Schedule C compensation
- Baratz & Associates, P.A. — Schedule C compensation
- Rbc Wealth Management — Schedule C compensation
- Richard Gabriel Associates — Schedule C compensation
- Markowitz & Richman — Schedule C compensation