Ufcw Local 1776 & Participating Employers Retirement And Savings Plan — Form 5500 plan (Ufcw Local 1776 & Participating Employer 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 Local 1776 & Participating Employers Retirement And Savings Plan is a benefit plan reported by Ufcw Local 1776 & Participating Employer Retirement And Savings Plan under EIN 23-2997353 and plan number 001. The latest loaded filing year is 2023. The filing reports 8,356 participants and $87,463,753 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ufcw Local 1776 & Participating Employer Retirement And Savings Plan
EIN
23-2997353
Plan number
001
Plan type
1
Location
Plymouth Meeting, PA
Latest filing year
2023
Participants
8,356
End-of-year plan assets
$87,463,753

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20238,356H, C20241011151726NAL0023076097002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$87,463,753
Total liabilities (EOY)
$21,090
Net assets (EOY)
$87,442,663
Net assets (BOY)
$72,132,831

Income & contributions

Employer contributions
$3,586,337
Participant contributions
$3,709,820
Total contributions
$7,316,889
Total income / additions
$19,898,149

Expenses & distributions

Benefits paid
$4,382,391
Administrative expenses
$134,846
Total expenses
$4,588,317
Net increase / (decrease)
$15,309,832

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Healthcare Strategies, IncNONE$25,966not reported in the loaded dataset2023
Cbiz Retirement Plan ServicesNONE$25,000not reported in the loaded dataset2023
Willig, Williams & DavidsonNONE$22,016not reported in the loaded dataset2023
Empower Annuity Insurance CompanyNONE$20,126$02023
Rbc Wealth Mgt, Nwc 313-24576NONE$18,000not reported in the loaded dataset2023
Alan Ross And Company, PcNONE$8,500not reported in the loaded dataset2023

Related Form 5500 pages