Mufcw Unions And Employers Retiree Plan — Form 5500 plan (Mufcw Unions And Employees Retiree Plan)
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, Mufcw Unions And Employers Retiree Plan is a benefit plan reported by Mufcw Unions And Employees Retiree Plan under EIN 38-2427401 and plan number 502. The latest loaded filing year is 2023. The filing reports 158 participants and $3,707,647 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$3.5MPlan net assets, end of year$3,527,405
Participants158Covered participants reported
Assets / participant$23.5KComputed: assets ÷ participants$23,466 (computed)
Provider compensation$299.1K5 Schedule C provider row(s)$299,136
- Plan sponsor
- Mufcw Unions And Employees Retiree Plan
- EIN
- 38-2427401
- Plan number
- 502
- Plan type
- 1
- Location
- Dayton, OH
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 158 | H, C | 20250115162306NAL0021936081001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$3.7M total assets
Net assets$3.5MLiabilities$180.2K
Full reported line items
Net assets
- Total assets (EOY)
- $3,707,647
- Total liabilities (EOY)
- $180,242
- Net assets (EOY)
- $3,527,405
- Net assets (BOY)
- $4,800,206
Income & contributions
- Participant contributions
- $284,454
- Total contributions
- $284,454
- Total income / additions
- $376,214
Expenses & distributions
- Benefits paid
- $1,409,776
- Administrative expenses
- $239,239
- Total expenses
- $1,649,015
- Net increase / (decrease)
- -$1,272,801
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets47%Computed ratio
Benefits paid ÷ total income375%Computed ratio
Provider comp. ÷ net assets8%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Heartland Benefit Administrators | NONE | $103,403 | not reported in the loaded dataset | 2023 |
| Reinhart, Boerner, Et Al | NONE | $78,437 | not reported in the loaded dataset | 2023 |
| Community Insurance Company | NONE | $76,171 | not reported in the loaded dataset | 2023 |
| Bha Consulting Inc. | NONE | $24,375 | not reported in the loaded dataset | 2023 |
| Sikich, Llp | NONE | $16,750 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mufcw Unions And Employees Retiree Plan
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Dayton, OH
- Heartland Benefit Administrators — Schedule C compensation
- Reinhart, Boerner, Et Al — Schedule C compensation
- Community Insurance Company — Schedule C compensation
- Bha Consulting Inc. — Schedule C compensation
- Sikich, Llp — Schedule C compensation