United Food And Commercial Workers And Employers Arizona Health And Welfare Trust — Form 5500 plan (Board Of Trustees, United Food And Commercial)
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 And Commercial Workers And Employers Arizona Health And Welfare Trust is a benefit plan reported by Board Of Trustees, United Food And Commercial under EIN 23-7244353 and plan number 501. The latest loaded filing year is 2023. The filing reports 14,583 participants and $208,190,496 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, United Food And Commercial
- EIN
- 23-7244353
- Plan number
- 501
- Plan type
- 1
- Location
- Phoenix, AZ
- Latest filing year
- 2023
- Participants
- 14,583
- End-of-year plan assets
- $208,190,496
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 14,583 | H, C | 20241014142508NAL0015097683001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $208,190,496
- Total liabilities (EOY)
- $54,040,204
- Net assets (EOY)
- $154,150,292
- Net assets (BOY)
- $132,819,206
Income & contributions
- Employer contributions
- $156,567,545
- Participant contributions
- $8,431,492
- Total contributions
- $164,999,037
- Total income / additions
- $178,713,548
Expenses & distributions
- Benefits paid
- $141,789,849
- Administrative expenses
- $15,592,613
- Total expenses
- $157,382,462
- Net increase / (decrease)
- $21,331,086
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Southwest Service Administrators | NONE | $7,730,994 | not reported in the loaded dataset | 2023 |
| Eplan | NONE | $901,454 | not reported in the loaded dataset | 2023 |
| American Health Group | NONE | $493,173 | not reported in the loaded dataset | 2023 |
| United Healthcare | NONE | $490,236 | not reported in the loaded dataset | 2023 |
| National Investment Services, Inc. | NONE | $344,117 | not reported in the loaded dataset | 2023 |
| Horizon Actuarial Services | NONE | $324,355 | not reported in the loaded dataset | 2023 |
| Hmc Healthworks | NONE | $317,975 | not reported in the loaded dataset | 2023 |
| Rael & Letson | NONE | $245,148 | not reported in the loaded dataset | 2023 |
| Optum Rx | NONE | $207,642 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $170,000 | not reported in the loaded dataset | 2023 |
| Chartwell Investment Partners | NONE | $164,700 | not reported in the loaded dataset | 2023 |
| Teladoc, Inc. | NONE | $137,396 | not reported in the loaded dataset | 2023 |
| Vision Service Plan | NONE | $122,747 | not reported in the loaded dataset | 2023 |
| Mccracken Stemerman & Holsberry Llp | NONE | $113,361 | not reported in the loaded dataset | 2023 |
| Reinhart Boerner Van Deuren, S.C. | NONE | $105,470 | not reported in the loaded dataset | 2023 |
| Bmi Audit Services Holdings | NONE | $85,033 | not reported in the loaded dataset | 2023 |
| Bank Of America | NONE | $42,193 | not reported in the loaded dataset | 2023 |
| The Northern Trust | NONE | $18,447 | $0 | 2023 |
| New England Pension Consultant | NONE | $15,316 | not reported in the loaded dataset | 2023 |
| Bluecross Blueshield Of Az., Inc. | NONE | not reported in the loaded dataset | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, United Food And Commercial
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Phoenix, AZ
- Southwest Service Administrators — Schedule C compensation
- Eplan — Schedule C compensation
- American Health Group — Schedule C compensation
- United Healthcare — Schedule C compensation
- National Investment Services, Inc. — Schedule C compensation
- Horizon Actuarial Services — Schedule C compensation
- Hmc Healthworks — Schedule C compensation
- Rael & Letson — Schedule C compensation
- Optum Rx — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Chartwell Investment Partners — Schedule C compensation
- Teladoc, Inc. — Schedule C compensation
- Vision Service Plan — Schedule C compensation
- Mccracken Stemerman & Holsberry Llp — Schedule C compensation
- Reinhart Boerner Van Deuren, S.C. — Schedule C compensation
- Bmi Audit Services Holdings — Schedule C compensation
- Bank Of America — Schedule C compensation
- The Northern Trust — Schedule C compensation
- New England Pension Consultant — Schedule C compensation
- Bluecross Blueshield Of Az., Inc. — Schedule C compensation