U.F.C.W. Union And Employers Calumet Region Insurance Fund — Form 5500 plan (Trustees Of Ufcw Union & Employers Calumet Region Insurance 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, U.F.C.W. Union And Employers Calumet Region Insurance Fund is a benefit plan reported by Trustees Of Ufcw Union & Employers Calumet Region Insurance Fund under EIN 35-1065816 and plan number 501. The latest loaded filing year is 2023. The filing reports 458 participants and $5,755,239 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Ufcw Union & Employers Calumet Region Insurance Fund
- EIN
- 35-1065816
- Plan number
- 501
- Plan type
- 1
- Location
- Downers Grove, IL
- Latest filing year
- 2023
- Participants
- 458
- End-of-year plan assets
- $5,755,239
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 458 | H, C | 20250821132911NAL0004298753001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,755,239
- Total liabilities (EOY)
- $695,668
- Net assets (EOY)
- $5,059,571
- Net assets (BOY)
- $4,770,133
Income & contributions
- Employer contributions
- $4,722,975
- Participant contributions
- $259,711
- Total contributions
- $4,982,686
- Total income / additions
- $6,033,752
Expenses & distributions
- Benefits paid
- $5,223,507
- Administrative expenses
- $520,807
- Total expenses
- $5,744,314
- Net increase / (decrease)
- $289,438
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wilson-Mcshane | NONE | $274,825 | not reported in the loaded dataset | 2023 |
| Blue Cross Blue Shield Of Il | NONE | $124,271 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $70,905 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $34,500 | not reported in the loaded dataset | 2023 |
| Segall Bryant & Hamill, LLC | NONE | $28,582 | $0 | 2023 |
| Welldynerx, LLC | NONE | $20,818 | not reported in the loaded dataset | 2023 |
| The Karmel Law Firm | NONE | $12,930 | not reported in the loaded dataset | 2023 |
| Active Health Management | NONE | $10,802 | not reported in the loaded dataset | 2023 |
| Honsa-Binder Printing, Inc. | NONE | $7,290 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank Of Chicago | NONE | $5,787 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Ufcw Union & Employers Calumet Region Insurance Fund
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Downers Grove, IL
- Wilson-Mcshane — Schedule C compensation
- Blue Cross Blue Shield Of Il — Schedule C compensation
- The Segal Company — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Segall Bryant & Hamill, LLC — Schedule C compensation
- Welldynerx, LLC — Schedule C compensation
- The Karmel Law Firm — Schedule C compensation
- Active Health Management — Schedule C compensation
- Honsa-Binder Printing, Inc. — Schedule C compensation
- Amalgamated Bank Of Chicago — Schedule C compensation