Ufcw Local 1262 & Employers Health & Welfare Fund — Form 5500 plan (Trustees Ufcw L 1262 & Emp H&W Fd)
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 1262 & Employers Health & Welfare Fund is a benefit plan reported by Trustees Ufcw L 1262 & Emp H&W Fd under EIN 23-7042767 and plan number 501. The latest loaded filing year is 2023. The filing reports 3,191 participants and $15,053,773 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Ufcw L 1262 & Emp H&W Fd
- EIN
- 23-7042767
- Plan number
- 501
- Plan type
- 1
- Location
- Clifton, NJ
- Latest filing year
- 2023
- Participants
- 3,191
- End-of-year plan assets
- $15,053,773
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,191 | H, C | 20250913201942NAL0001587555001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,053,773
- Total liabilities (EOY)
- $7,572,701
- Net assets (EOY)
- $7,481,072
- Net assets (BOY)
- $8,007,777
Income & contributions
- Employer contributions
- $34,407,141
- Participant contributions
- $414,722
- Total contributions
- $34,821,863
- Total income / additions
- $35,437,387
Expenses & distributions
- Benefits paid
- $34,622,582
- Administrative expenses
- $1,341,510
- Total expenses
- $35,964,092
- Net increase / (decrease)
- -$526,705
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Horizon Healthcare Services, Inc. | NONE | $1,045,614 | $0 | 2023 |
| Ufcw Local 1262 Pension Fund | AFFILIATED BENEFIT FUND | $857,415 | not reported in the loaded dataset | 2023 |
| Ufcw Local 1262 | AFFILIATED LABOR ORG | $211,131 | not reported in the loaded dataset | 2023 |
| Frank Vaccaro & Associates, Inc. | NONE | $176,785 | not reported in the loaded dataset | 2023 |
| Express Scripts | NONE | $127,629 | not reported in the loaded dataset | 2023 |
| Horizon Healthcare Dental Services | NONE | $94,957 | not reported in the loaded dataset | 2023 |
| The Segal Company (Eastern States) | NONE | $59,583 | not reported in the loaded dataset | 2023 |
| Morgan, Lewis & Bockius Llp | NONE | $57,463 | not reported in the loaded dataset | 2023 |
| Novak Francella LLC | NONE | $42,000 | not reported in the loaded dataset | 2023 |
| Carelon Behavioral Health, Inc. | NONE | $40,057 | not reported in the loaded dataset | 2023 |
| Murphy Anderson Pllc | NONE | $36,936 | not reported in the loaded dataset | 2023 |
| Chartwell Investment Partners | NONE | $17,937 | not reported in the loaded dataset | 2023 |
| Segall, Bryant & Hamill | NONE | $13,739 | not reported in the loaded dataset | 2023 |
| Investment Performance Services LLC | NONE | $10,000 | not reported in the loaded dataset | 2023 |
| Ocean Computer Group, Inc. | NONE | $8,889 | not reported in the loaded dataset | 2023 |
| Rj Davis Associates | NONE | $3,000 | $5,484 | 2023 |
| Pdi, Inc. | NONE | $7,945 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Ufcw L 1262 & Emp H&W Fd
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Clifton, NJ
- Horizon Healthcare Services, Inc. — Schedule C compensation
- Ufcw Local 1262 Pension Fund — Schedule C compensation
- Ufcw Local 1262 — Schedule C compensation
- Frank Vaccaro & Associates, Inc. — Schedule C compensation
- Express Scripts — Schedule C compensation
- Horizon Healthcare Dental Services — Schedule C compensation
- The Segal Company (Eastern States) — Schedule C compensation
- Morgan, Lewis & Bockius Llp — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- Carelon Behavioral Health, Inc. — Schedule C compensation
- Murphy Anderson Pllc — Schedule C compensation
- Chartwell Investment Partners — Schedule C compensation
- Segall, Bryant & Hamill — Schedule C compensation
- Investment Performance Services LLC — Schedule C compensation
- Ocean Computer Group, Inc. — Schedule C compensation
- Rj Davis Associates — Schedule C compensation
- Pdi, Inc. — Schedule C compensation