Ufcw, Local 1776ks, Western Division And Employers Health Fund — Form 5500 plan (Bd Of Trustees Ufcw, Local 1776ks, Wd And Employers Health 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 1776ks, Western Division And Employers Health Fund is a benefit plan reported by Bd Of Trustees Ufcw, Local 1776ks, Wd And Employers Health Fund under EIN 23-7083247 and plan number 501. The latest loaded filing year is 2023. The filing reports 5,268 participants and $56,137,607 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd Of Trustees Ufcw, Local 1776ks, Wd And Employers Health Fund
- EIN
- 23-7083247
- Plan number
- 501
- Plan type
- 1
- Location
- Canonsburg, PA
- Latest filing year
- 2023
- Participants
- 5,268
- End-of-year plan assets
- $56,137,607
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,268 | H, C | 20250609093258NAL0014073089001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $56,137,607
- Total liabilities (EOY)
- $9,830,616
- Net assets (EOY)
- $46,306,991
- Net assets (BOY)
- $44,755,524
Income & contributions
- Employer contributions
- $48,432,893
- Participant contributions
- $534,964
- Total contributions
- $48,967,857
- Total income / additions
- $55,440,928
Expenses & distributions
- Benefits paid
- $52,397,530
- Administrative expenses
- $1,491,931
- Total expenses
- $53,889,461
- Net increase / (decrease)
- $1,551,467
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Highmark | NONE | $2,214,463 | $0 | 2023 |
| United Concordia Companies, Inc. | NONE | $175,836 | not reported in the loaded dataset | 2023 |
| Cheryl Hamerski | NONE | $127,611 | not reported in the loaded dataset | 2023 |
| Lori Redshaw | NONE | $72,747 | not reported in the loaded dataset | 2023 |
| Donna Lapacik | NONE | $65,836 | not reported in the loaded dataset | 2023 |
| Angela Chapley | NONE | $62,139 | not reported in the loaded dataset | 2023 |
| Sharon Kasenic | NONE | $56,020 | not reported in the loaded dataset | 2023 |
| Michaele Andrison | NONE | $56,020 | not reported in the loaded dataset | 2023 |
| Foster & Foster, Inc. | NONE | $50,010 | not reported in the loaded dataset | 2023 |
| Debra Congie | NONE | $48,375 | not reported in the loaded dataset | 2023 |
| Carol Taylor | NONE | $48,375 | not reported in the loaded dataset | 2023 |
| Meyer, Unkovic & Scott | NONE | $43,818 | not reported in the loaded dataset | 2023 |
| Kimberly Patosky | NONE | $41,902 | not reported in the loaded dataset | 2023 |
| Connie Churchel | NONE | $40,301 | not reported in the loaded dataset | 2023 |
| Deborah Kollar | NONE | $37,253 | not reported in the loaded dataset | 2023 |
| Chartwell Investment Partners | NONE | $30,704 | not reported in the loaded dataset | 2023 |
| Diclaudio & Kramer, LLC | NONE | $30,000 | not reported in the loaded dataset | 2023 |
| Intercontinental Real Estate Corp | NONE | $29,155 | not reported in the loaded dataset | 2023 |
| Mariner Institutional, LLC | NONE | $22,000 | not reported in the loaded dataset | 2023 |
| Asb Capital Management LLC | NONE | $21,257 | not reported in the loaded dataset | 2023 |
| Jean Ereditario | NONE | $20,300 | not reported in the loaded dataset | 2023 |
| Alexander Bagnell | NONE | $20,140 | not reported in the loaded dataset | 2023 |
| Dejanira Okorn | NONE | $16,669 | not reported in the loaded dataset | 2023 |
| Pnc Advisors | NONE | $15,980 | not reported in the loaded dataset | 2023 |
| National Vision Administrators, LLC | NONE | $15,571 | not reported in the loaded dataset | 2023 |
| Edward Auer | NONE | $8,581 | not reported in the loaded dataset | 2023 |
| Optumrx, Inc. | NONE | $7,554 | $0 | 2023 |
| Twin Capital Management | NONE | $6,713 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd Of Trustees Ufcw, Local 1776ks, Wd And Employers Health Fund
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Canonsburg, PA
- Highmark — Schedule C compensation
- United Concordia Companies, Inc. — Schedule C compensation
- Cheryl Hamerski — Schedule C compensation
- Lori Redshaw — Schedule C compensation
- Donna Lapacik — Schedule C compensation
- Angela Chapley — Schedule C compensation
- Sharon Kasenic — Schedule C compensation
- Michaele Andrison — Schedule C compensation
- Foster & Foster, Inc. — Schedule C compensation
- Debra Congie — Schedule C compensation
- Carol Taylor — Schedule C compensation
- Meyer, Unkovic & Scott — Schedule C compensation
- Kimberly Patosky — Schedule C compensation
- Connie Churchel — Schedule C compensation
- Deborah Kollar — Schedule C compensation
- Chartwell Investment Partners — Schedule C compensation
- Diclaudio & Kramer, LLC — Schedule C compensation
- Intercontinental Real Estate Corp — Schedule C compensation
- Mariner Institutional, LLC — Schedule C compensation
- Asb Capital Management LLC — Schedule C compensation
- Jean Ereditario — Schedule C compensation
- Alexander Bagnell — Schedule C compensation
- Dejanira Okorn — Schedule C compensation
- Pnc Advisors — Schedule C compensation
- National Vision Administrators, LLC — Schedule C compensation
- Edward Auer — Schedule C compensation
- Optumrx, Inc. — Schedule C compensation
- Twin Capital Management — Schedule C compensation