United Food & Commercial Workers Union Local 711 And Retail Food Employers Benefit Fund — Form 5500 plan (United Food & Commercial Workers Local 711 & Retail Food Employers Ben)
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, United Food & Commercial Workers Union Local 711 And Retail Food Employers Benefit Fund is a benefit plan reported by United Food & Commercial Workers Local 711 & Retail Food Employers Ben under EIN 23-7100610 and plan number 501. The latest loaded filing year is 2023. The filing reports 11,683 participants and $67,335,865 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Food & Commercial Workers Local 711 & Retail Food Employers Ben
- EIN
- 23-7100610
- Plan number
- 501
- Plan type
- 1
- Location
- Murray, UT
- Latest filing year
- 2023
- Participants
- 11,683
- End-of-year plan assets
- $67,335,865
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 11,683 | H, C | 20241014184113NAL0015429171001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $67,335,865
- Total liabilities (EOY)
- $16,216,426
- Net assets (EOY)
- $51,119,439
- Net assets (BOY)
- $35,808,761
Income & contributions
- Employer contributions
- $56,654,558
- Participant contributions
- $3,691,869
- Total contributions
- $60,346,427
- Total income / additions
- $66,749,296
Expenses & distributions
- Benefits paid
- $46,182,384
- Administrative expenses
- $5,256,234
- Total expenses
- $51,438,618
- Net increase / (decrease)
- $15,310,678
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Anthem Blue Cross | NONE | $1,697,534 | not reported in the loaded dataset | 2023 |
| Southwest Service Administrator | NONE | $1,478,163 | not reported in the loaded dataset | 2023 |
| Horizon Actuarial Services | NONE | $223,180 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $194,217 | not reported in the loaded dataset | 2023 |
| Seyfarth Shaw Llp | NONE | $163,813 | not reported in the loaded dataset | 2023 |
| Southwest Service Administrator | NONE | $94,067 | not reported in the loaded dataset | 2023 |
| Mccracken Stemerman & Holsberry | NONE | $79,820 | not reported in the loaded dataset | 2023 |
| Henningfield & Assoc., Inc. | NONE | $54,360 | not reported in the loaded dataset | 2023 |
| Vision Service Plan | NONE | $51,261 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | $32,204 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for United Food & Commercial Workers Local 711 & Retail Food Employers Ben
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in Murray, UT
- Anthem Blue Cross — Schedule C compensation
- Southwest Service Administrator — Schedule C compensation
- Horizon Actuarial Services — Schedule C compensation
- The Segal Company — Schedule C compensation
- Seyfarth Shaw Llp — Schedule C compensation
- Mccracken Stemerman & Holsberry — Schedule C compensation
- Henningfield & Assoc., Inc. — Schedule C compensation
- Vision Service Plan — Schedule C compensation
- Us Bank — Schedule C compensation