Plan5500

Ufcw Local 1776 And Participating Employers Housing Trust Fund — Form 5500 plan (Ufcw Local 1776 And Participating Employ Housing 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 And Participating Employers Housing Trust Fund is a benefit plan reported by Ufcw Local 1776 And Participating Employ Housing Trust Fund under EIN 23-2757284 and plan number 502. The latest loaded filing year is 2023. The filing reports 4,674 participants and $1,569,879 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1.6MPlan net assets, end of year$1,560,959
Participants4.7KCovered participants reported4,674
Assets / participant$336Computed: assets ÷ participants$336 (computed)
Provider compensation$23.1K2 Schedule C provider row(s)$23,140
Plan sponsor
Ufcw Local 1776 And Participating Employ Housing Trust Fund
EIN
23-2757284
Plan number
502
Plan type
1
Location
Plymouth Meeting, PA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    4,674 participants · 1Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$1.6M total assets
Net assets$1.6MLiabilities$8.9K
Money in vs. money out
Total income / additions$169.3K
Total expenses$55.6K
Benefits paid / distributions$8.9K
Contributions
Employer$51.7K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$1,569,879
Total liabilities (EOY)
$8,920
Net assets (EOY)
$1,560,959
Net assets (BOY)
$1,447,230

Income & contributions

Employer contributions
$51,688
Total contributions
$51,688
Total income / additions
$169,297

Expenses & distributions

Benefits paid
$8,936
Administrative expenses
$46,632
Total expenses
$55,568
Net increase / (decrease)
$113,729
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income5%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Healthcare Strategies Inc$13K
    NONE · Direct $13K
  2. 2
    Wells Fargo$10.1K
    NONE · Direct $10.1K

What to inspect next

Frequently asked questions

Who sponsors the Ufcw Local 1776 And Participating Employers Housing Trust Fund?
Ufcw Local 1776 And Participating Employers Housing Trust Fund is reported as sponsored by Ufcw Local 1776 And Participating Employ Housing Trust Fund (EIN 23-2757284, plan number 502) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Ufcw Local 1776 And Participating Employers Housing Trust Fund?
The latest Form 5500 filing year loaded for Ufcw Local 1776 And Participating Employers Housing Trust Fund is 2023.
How many participants does Ufcw Local 1776 And Participating Employers Housing Trust Fund report?
Ufcw Local 1776 And Participating Employers Housing Trust Fund reports 4,674 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Ufcw Local 1776 And Participating Employers Housing Trust Fund?
Ufcw Local 1776 And Participating Employers Housing Trust Fund reports $1,569,879 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages