Ufcw Tri-State Health & Welfare Fund — Form 5500 plan (Ufcw Union & Participating Food In Employers Tri-State Health-Welfare)
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 Tri-State Health & Welfare Fund is a benefit plan reported by Ufcw Union & Participating Food In Employers Tri-State Health-Welfare under EIN 23-6449794 and plan number 501. The latest loaded filing year is 2023. The filing reports 3,274 participants and $51,119,661 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ufcw Union & Participating Food In Employers Tri-State Health-Welfare
- EIN
- 23-6449794
- Plan number
- 501
- Plan type
- 1
- Location
- Mt. Laurel, NJ
- Latest filing year
- 2023
- Participants
- 3,274
- End-of-year plan assets
- $51,119,661
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,274 | H, C | 20241015074507NAL0048405984003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $51,119,661
- Total liabilities (EOY)
- $4,946,397
- Net assets (EOY)
- $46,173,264
- Net assets (BOY)
- $36,793,670
Income & contributions
- Employer contributions
- $39,538,966
- Participant contributions
- $110,760
- Total contributions
- $39,649,726
- Total income / additions
- $41,695,780
Expenses & distributions
- Benefits paid
- $29,601,128
- Administrative expenses
- $2,715,058
- Total expenses
- $32,316,186
- Net increase / (decrease)
- $9,379,594
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tri-State Administrators | NONE | $2,325,381 | not reported in the loaded dataset | 2023 |
| Independence Blue Cross | NONE | $789,939 | not reported in the loaded dataset | 2023 |
| Amerihealth Administrators | NONE | $429,626 | not reported in the loaded dataset | 2023 |
| O'Brien Belland & Bushinsky LLC | NONE | $190,248 | not reported in the loaded dataset | 2023 |
| Spear Wilderman Pc | NONE | $181,288 | not reported in the loaded dataset | 2023 |
| Express Scripts Inc | NONE | $176,857 | not reported in the loaded dataset | 2023 |
| Health Plan Systems | NONE | $101,487 | not reported in the loaded dataset | 2023 |
| United Concordia Companies,Inc. | NONE | $74,352 | not reported in the loaded dataset | 2023 |
| Baratz & Associates, P.A. | NONE | $39,750 | not reported in the loaded dataset | 2023 |
| Stevens & Lee | NONE | $26,429 | not reported in the loaded dataset | 2023 |
| Cheiron Inc | NONE | $12,750 | not reported in the loaded dataset | 2023 |
| Vision Benefits Of America | NONE | $11,534 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney | NONE | $8,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ufcw Union & Participating Food In Employers Tri-State Health-Welfare
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Mt. Laurel, NJ
- Tri-State Administrators — Schedule C compensation
- Independence Blue Cross — Schedule C compensation
- Amerihealth Administrators — Schedule C compensation
- O'Brien Belland & Bushinsky LLC — Schedule C compensation
- Spear Wilderman Pc — Schedule C compensation
- Express Scripts Inc — Schedule C compensation
- Health Plan Systems — Schedule C compensation
- United Concordia Companies,Inc. — Schedule C compensation
- Baratz & Associates, P.A. — Schedule C compensation
- Stevens & Lee — Schedule C compensation
- Cheiron Inc — Schedule C compensation
- Vision Benefits Of America — Schedule C compensation
- Morgan Stanley Smith Barney — Schedule C compensation