Plan5500

Ufcw Local 1776 & Participating Employers Legal Trust Fund — Form 5500 plan (Ufcw Local 1776 & Participating Employer Legal Trust 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 1776 & Participating Employers Legal Trust Fund is a benefit plan reported by Ufcw Local 1776 & Participating Employer Legal Trust Fund under EIN 23-2069083 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,612 participants and $732,649 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ufcw Local 1776 & Participating Employer Legal Trust Fund
EIN
23-2069083
Plan number
501
Plan type
1
Location
Plymouth Meeting, PA
Latest filing year
2023
Participants
2,612
End-of-year plan assets
$732,649

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,612H, C20241015144123NAL0014866243002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$732,649
Total liabilities (EOY)
$5,239
Net assets (EOY)
$727,410
Net assets (BOY)
$697,847

Income & contributions

Employer contributions
$444,194
Total contributions
$444,194
Total income / additions
$479,904

Expenses & distributions

Benefits paid
$354,594
Administrative expenses
$95,747
Total expenses
$450,341
Net increase / (decrease)
$29,563

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Young Law Group, PcNONE$354,594not reported in the loaded dataset2023
Healthcare Strategies IncNONE$45,301not reported in the loaded dataset2023
Stevens & LeeNONE$11,768not reported in the loaded dataset2023
Alan Ross & Company PcNONE$5,050not reported in the loaded dataset2023

Related Form 5500 pages