Ufcw Local 1000 And Kroger Dallas Health & Welfare Fund — Form 5500 plan (Ufcw Local 1000 And Kroger Dallas Health & 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 1000 And Kroger Dallas Health & Welfare Fund is a benefit plan reported by Ufcw Local 1000 And Kroger Dallas Health & Welfare Fund under EIN 31-1586967 and plan number 501. The latest loaded filing year is 2023. The filing reports 9,411 participants and $23,130,221 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ufcw Local 1000 And Kroger Dallas Health & Welfare Fund
- EIN
- 31-1586967
- Plan number
- 501
- Plan type
- 2
- Location
- Pembroke Pines, FL
- Latest filing year
- 2023
- Participants
- 9,411
- End-of-year plan assets
- $23,130,221
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9,411 | H, C | 20241015125650NAL0049492720001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,130,221
- Total liabilities (EOY)
- $10,571,309
- Net assets (EOY)
- $12,558,912
- Net assets (BOY)
- $15,140,319
Income & contributions
- Employer contributions
- $27,520,129
- Participant contributions
- $2,111,902
- Total contributions
- $29,632,031
- Total income / additions
- $31,138,437
Expenses & distributions
- Benefits paid
- $31,191,791
- Administrative expenses
- $2,528,053
- Total expenses
- $33,719,844
- Net increase / (decrease)
- -$2,581,407
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| National Employee Benefits Admin | not reported in the loaded dataset | $2,354,075 | not reported in the loaded dataset | 2023 |
| Hst Technology Solutions | not reported in the loaded dataset | $400,951 | not reported in the loaded dataset | 2023 |
| Horizon Actuarial Services LLC | not reported in the loaded dataset | $174,814 | not reported in the loaded dataset | 2023 |
| Med Expert | not reported in the loaded dataset | $150,844 | not reported in the loaded dataset | 2023 |
| Lapadula Carlson & Co. | not reported in the loaded dataset | $80,335 | not reported in the loaded dataset | 2023 |
| Top Drawer Media | not reported in the loaded dataset | $51,941 | not reported in the loaded dataset | 2023 |
| Godwin, Morris, Laurenzi & Bloomfie | not reported in the loaded dataset | $35,825 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Service | not reported in the loaded dataset | $25,895 | not reported in the loaded dataset | 2023 |
| Smart Data Solutions | not reported in the loaded dataset | $9,047 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ufcw Local 1000 And Kroger Dallas Health & Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Pembroke Pines, FL
- National Employee Benefits Admin — Schedule C compensation
- Hst Technology Solutions — Schedule C compensation
- Horizon Actuarial Services LLC — Schedule C compensation
- Med Expert — Schedule C compensation
- Lapadula Carlson & Co. — Schedule C compensation
- Top Drawer Media — Schedule C compensation
- Godwin, Morris, Laurenzi & Bloomfie — Schedule C compensation
- Segal Select Insurance Service — Schedule C compensation
- Smart Data Solutions — Schedule C compensation