Ufcw Heartland Pension Fund — Form 5500 plan (Board Of Trustees Of Ufcw Heartland Pension 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 Heartland Pension Fund is a benefit plan reported by Board Of Trustees Of Ufcw Heartland Pension Fund under EIN 31-6056028 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,080 participants and $59,550,700 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Ufcw Heartland Pension Fund
- EIN
- 31-6056028
- Plan number
- 001
- Plan type
- 1
- Location
- Dayton, OH
- Latest filing year
- 2023
- Participants
- 2,080
- End-of-year plan assets
- $59,550,700
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,080 | H, C | 20241015192657NAL0059372466001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $59,550,700
- Total liabilities (EOY)
- $62,198
- Net assets (EOY)
- $59,488,502
- Net assets (BOY)
- $60,017,046
Income & contributions
- Employer contributions
- $384,356
- Total contributions
- $384,356
- Total income / additions
- $5,264,583
Expenses & distributions
- Benefits paid
- $5,232,198
- Administrative expenses
- $560,929
- Total expenses
- $5,793,127
- Net increase / (decrease)
- -$528,544
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Heartland Benefit Plan Administrato | NONE | $114,907 | not reported in the loaded dataset | 2023 |
| Sikich Llp | NONE | $78,405 | not reported in the loaded dataset | 2023 |
| Buck Global LLC | NONE | $61,212 | not reported in the loaded dataset | 2023 |
| Reinhart Boerner Van Deuren S.C. | NONE | $60,465 | not reported in the loaded dataset | 2023 |
| Fifth Third Bank Retirement Service | NONE | $57,044 | $0 | 2023 |
| Marquette Associates, Inc. | NONE | $30,500 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services, In | NONE | $0 | $3,972 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Ufcw Heartland Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Dayton, OH
- Heartland Benefit Plan Administrato — Schedule C compensation
- Sikich Llp — Schedule C compensation
- Buck Global LLC — Schedule C compensation
- Reinhart Boerner Van Deuren S.C. — Schedule C compensation
- Fifth Third Bank Retirement Service — Schedule C compensation
- Marquette Associates, Inc. — Schedule C compensation
- Segal Select Insurance Services, In — Schedule C compensation