United Food & Commercial Workers Health & Welfare Fund Of Northeastern Pennsylvania — Form 5500 plan (Board Of Trustees Of The Ufcw H&W Fund Of Ne Pa)
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 Health & Welfare Fund Of Northeastern Pennsylvania is a benefit plan reported by Board Of Trustees Of The Ufcw H&W Fund Of Ne Pa under EIN 23-7428852 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,028 participants and $22,055,030 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The Ufcw H&W Fund Of Ne Pa
- EIN
- 23-7428852
- Plan number
- 501
- Plan type
- 1
- Location
- Plymouth Meeting, PA
- Latest filing year
- 2023
- Participants
- 2,028
- End-of-year plan assets
- $22,055,030
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,028 | H, C | 20250115140017NAL0034357344002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,055,030
- Total liabilities (EOY)
- $2,127,082
- Net assets (EOY)
- $19,927,948
- Net assets (BOY)
- $13,906,673
Income & contributions
- Employer contributions
- $24,996,575
- Participant contributions
- $16,291
- Total contributions
- $25,012,866
- Total income / additions
- $26,106,078
Expenses & distributions
- Benefits paid
- $18,353,904
- Administrative expenses
- $1,730,899
- Total expenses
- $20,084,803
- Net increase / (decrease)
- $6,021,275
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Healthcare Strategies, Inc | NONE | $258,386 | not reported in the loaded dataset | 2023 |
| Bolton Partners Northeast, Inc | NONE | $62,500 | not reported in the loaded dataset | 2023 |
| Philadelphia Trust Company | NONE | $40,307 | not reported in the loaded dataset | 2023 |
| Willig, Williams & Davidson | NONE | $30,310 | not reported in the loaded dataset | 2023 |
| Alan Ross & Company, Pc | NONE | $21,000 | not reported in the loaded dataset | 2023 |
| Mary Jost | NONE | $12,206 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The Ufcw H&W Fund Of Ne Pa
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Plymouth Meeting, PA
- Healthcare Strategies, Inc — Schedule C compensation
- Bolton Partners Northeast, Inc — Schedule C compensation
- Philadelphia Trust Company — Schedule C compensation
- Willig, Williams & Davidson — Schedule C compensation
- Alan Ross & Company, Pc — Schedule C compensation
- Mary Jost — Schedule C compensation