Ufcw Local 1546 Food Handlers Welfare Fund — Form 5500 plan (Trustees Of Ufcw Local 1546 Food Handlers 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 1546 Food Handlers Welfare Fund is a benefit plan reported by Trustees Of Ufcw Local 1546 Food Handlers Welfare Fund under EIN 36-2365968 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,861 participants and $43,710,111 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Ufcw Local 1546 Food Handlers Welfare Fund
- EIN
- 36-2365968
- Plan number
- 501
- Plan type
- 1
- Location
- Oakbrook, IL
- Latest filing year
- 2023
- Participants
- 1,861
- End-of-year plan assets
- $43,710,111
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,861 | H, C | 20240923133633NAL0006667011001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $43,710,111
- Total liabilities (EOY)
- $4,426,230
- Net assets (EOY)
- $39,283,881
- Net assets (BOY)
- $32,698,736
Income & contributions
- Employer contributions
- $29,318,565
- Participant contributions
- $40,067
- Total contributions
- $29,358,632
- Total income / additions
- $33,177,401
Expenses & distributions
- Benefits paid
- $25,462,030
- Administrative expenses
- $1,130,226
- Total expenses
- $26,592,256
- Net increase / (decrease)
- $6,585,145
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Optumrx | NONE | $4,985,028 | $13,591 | 2023 |
| Bluecross Blueshield Of Il | NONE | $756,127 | $0 | 2023 |
| Zenith American Solutions | NONE | $711,652 | not reported in the loaded dataset | 2023 |
| National Investment Services | NONE | $114,102 | not reported in the loaded dataset | 2023 |
| Valenz | NONE | $63,009 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $54,000 | not reported in the loaded dataset | 2023 |
| Tfbc, LLC | NONE | $54,000 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank Of Chicago | NONE | $50,671 | $0 | 2023 |
| Asher, Gittler, & D'Alba | NONE | $35,429 | not reported in the loaded dataset | 2023 |
| Laner Muchin | NONE | $31,920 | not reported in the loaded dataset | 2023 |
| Sommers & Fahrenbach | NONE | $26,613 | not reported in the loaded dataset | 2023 |
| Vision Service Plan Of Il | NONE | $25,532 | not reported in the loaded dataset | 2023 |
| Iron Mountain | NONE | $6,844 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Ufcw Local 1546 Food Handlers Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Oakbrook, IL
- Optumrx — Schedule C compensation
- Bluecross Blueshield Of Il — Schedule C compensation
- Zenith American Solutions — Schedule C compensation
- National Investment Services — Schedule C compensation
- Valenz — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Tfbc, LLC — Schedule C compensation
- Amalgamated Bank Of Chicago — Schedule C compensation
- Asher, Gittler, & D'Alba — Schedule C compensation
- Laner Muchin — Schedule C compensation
- Sommers & Fahrenbach — Schedule C compensation
- Vision Service Plan Of Il — Schedule C compensation
- Iron Mountain — Schedule C compensation