Ufcw Local 1776 & Participating Employers Health & Welfare Fund — Form 5500 plan (Trustees Of Ufcw Local 1776 & Part Employers H & W 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 Health & Welfare Fund is a benefit plan reported by Trustees Of Ufcw Local 1776 & Part Employers H & W Fund under EIN 23-2949242 and plan number 501. The latest loaded filing year is 2023. The filing reports 7,242 participants and $95,418,566 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Ufcw Local 1776 & Part Employers H & W Fund
- EIN
- 23-2949242
- Plan number
- 501
- Plan type
- 1
- Location
- Plymouth Meeting, PA
- Latest filing year
- 2023
- Participants
- 7,242
- End-of-year plan assets
- $95,418,566
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,242 | H, C | 20260217155130NAL0008097570001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $95,418,566
- Total liabilities (EOY)
- $5,272,954
- Net assets (EOY)
- $90,145,612
- Net assets (BOY)
- $79,065,215
Income & contributions
- Employer contributions
- $56,366,879
- Participant contributions
- $2,145,957
- Total contributions
- $58,512,836
- Total income / additions
- $61,534,986
Expenses & distributions
- Benefits paid
- $42,754,144
- Administrative expenses
- $7,700,445
- Total expenses
- $50,454,589
- Net increase / (decrease)
- $11,080,397
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Healthcare Strategies, Inc | NONE | $3,831,013 | not reported in the loaded dataset | 2023 |
| Ufcw Local 1776 | PARTICIPATING EMPLOYER | $26,334 | $368,812 | 2023 |
| Bolton Partners Northeast | NONE | $202,500 | not reported in the loaded dataset | 2023 |
| Mental Health Consultants | NONE | $181,526 | not reported in the loaded dataset | 2023 |
| Wells Fargo Advisors | NONE | $142,252 | not reported in the loaded dataset | 2023 |
| Hmc Healthworks | NONE | $96,576 | not reported in the loaded dataset | 2023 |
| Willig, Williams & Davidson | NONE | $76,382 | not reported in the loaded dataset | 2023 |
| Stevens & Lee | NONE | $70,406 | not reported in the loaded dataset | 2023 |
| Robert Slawek, Dmd | NONE | $45,216 | not reported in the loaded dataset | 2023 |
| Alan Ross & Company, Pc | NONE | $27,000 | not reported in the loaded dataset | 2023 |
| Eye Med | NONE | $17,995 | not reported in the loaded dataset | 2023 |
| Rbc Wealth Management | NONE | $10,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Ufcw Local 1776 & Part Employers H & W Fund
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Plymouth Meeting, PA
- Healthcare Strategies, Inc — Schedule C compensation
- Ufcw Local 1776 — Schedule C compensation
- Bolton Partners Northeast — Schedule C compensation
- Mental Health Consultants — Schedule C compensation
- Wells Fargo Advisors — Schedule C compensation
- Hmc Healthworks — Schedule C compensation
- Willig, Williams & Davidson — Schedule C compensation
- Stevens & Lee — Schedule C compensation
- Robert Slawek, Dmd — Schedule C compensation
- Alan Ross & Company, Pc — Schedule C compensation
- Eye Med — Schedule C compensation
- Rbc Wealth Management — Schedule C compensation