Ufcw Local 1500 Welfare Fund — Form 5500 plan (Joint Board Of Trustees Of Ufcw Local 1500 Welfare 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 1500 Welfare Fund is a benefit plan reported by Joint Board Of Trustees Of Ufcw Local 1500 Welfare Fund under EIN 23-7176373 and plan number 501. The latest loaded filing year is 2023. The filing reports 13,857 participants and $60,210,518 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Joint Board Of Trustees Of Ufcw Local 1500 Welfare Fund
- EIN
- 23-7176373
- Plan number
- 501
- Plan type
- 1
- Location
- Westbury, NY
- Latest filing year
- 2023
- Participants
- 13,857
- End-of-year plan assets
- $60,210,518
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 13,857 | H, C | 20241014094308NAL0044024432002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $60,210,518
- Total liabilities (EOY)
- $9,368,562
- Net assets (EOY)
- $50,841,956
- Net assets (BOY)
- $48,913,275
Income & contributions
- Employer contributions
- $71,892,312
- Participant contributions
- $2,670,595
- Total contributions
- $74,562,907
- Total income / additions
- $78,225,388
Expenses & distributions
- Benefits paid
- $73,684,676
- Administrative expenses
- $2,612,031
- Total expenses
- $76,296,707
- Net increase / (decrease)
- $1,928,681
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ufcw Local 1500 | AFFILIATED LOCAL UNION | $1,580,063 | not reported in the loaded dataset | 2023 |
| Associated Administrators, LLC | CONTRACT ADMINISTRATOR | $1,364,297 | not reported in the loaded dataset | 2023 |
| Empire Healthchoice Assurance, Inc | NONE | $1,110,438 | not reported in the loaded dataset | 2023 |
| Express Scripts, Inc. | NONE | $705,815 | not reported in the loaded dataset | 2023 |
| Ufcw Local 1500 Building, Inc | AFFILIATED BUILDING CORP | $323,800 | not reported in the loaded dataset | 2023 |
| Sei Investment Management Corp | NONE | $118,889 | $0 | 2023 |
| Aria Employee Benefit Services | NONE | $77,792 | not reported in the loaded dataset | 2023 |
| Archer, Byington, Glennon & Levine | NONE | $51,054 | not reported in the loaded dataset | 2023 |
| Berdon Llp | NONE | $39,600 | not reported in the loaded dataset | 2023 |
| Ajv LLC | NONE | $10,523 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Joint Board Of Trustees Of Ufcw Local 1500 Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Westbury, NY
- Ufcw Local 1500 — Schedule C compensation
- Associated Administrators, LLC — Schedule C compensation
- Empire Healthchoice Assurance, Inc — Schedule C compensation
- Express Scripts, Inc. — Schedule C compensation
- Ufcw Local 1500 Building, Inc — Schedule C compensation
- Sei Investment Management Corp — Schedule C compensation
- Aria Employee Benefit Services — Schedule C compensation
- Archer, Byington, Glennon & Levine — Schedule C compensation
- Berdon Llp — Schedule C compensation
- Ajv LLC — Schedule C compensation