Ufcw Retirement And Savings Plan — Form 5500 plan (Trustees Of Ufcw Retirement And Savings Plan)
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 Retirement And Savings Plan is a benefit plan reported by Trustees Of Ufcw Retirement And Savings Plan under EIN 23-2818427 and plan number 001. The latest loaded filing year is 2023. The filing reports 57,440 participants and $167,613,210 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Ufcw Retirement And Savings Plan
- EIN
- 23-2818427
- Plan number
- 001
- Plan type
- 1
- Location
- Mount Laurel, NJ
- Latest filing year
- 2023
- Participants
- 57,440
- End-of-year plan assets
- $167,613,210
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 57,440 | H, C | 20241015074507NAL0048405984002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $167,613,210
- Total liabilities (EOY)
- $38,259
- Net assets (EOY)
- $167,574,951
- Net assets (BOY)
- $142,186,871
Income & contributions
- Employer contributions
- $15,905,947
- Participant contributions
- $1,715,505
- Total contributions
- $17,621,452
- Total income / additions
- $36,757,963
Expenses & distributions
- Benefits paid
- $9,657,933
- Administrative expenses
- $1,711,950
- Total expenses
- $11,369,883
- Net increase / (decrease)
- $25,388,080
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Retirement Plan Svcs | NONE | $811,774 | not reported in the loaded dataset | 2023 |
| Frank M. Vaccaro & Associates | NONE | $774,463 | not reported in the loaded dataset | 2023 |
| Slevin & Hart, P.C. | NONE | $50,677 | not reported in the loaded dataset | 2023 |
| Baratz & Associates, P.A. | NONE | $25,000 | not reported in the loaded dataset | 2023 |
| O'Brien Belland & Bushinsky LLC | NONE | $7,086 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Ufcw Retirement And Savings Plan
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Mount Laurel, NJ
- John Hancock Retirement Plan Svcs — Schedule C compensation
- Frank M. Vaccaro & Associates — Schedule C compensation
- Slevin & Hart, P.C. — Schedule C compensation
- Baratz & Associates, P.A. — Schedule C compensation
- O'Brien Belland & Bushinsky LLC — Schedule C compensation