Ufcw Local Union 1189 And St. Paul Food Employers Defined Contribution Plan — Form 5500 plan (Trustees Of Ufcw Local Union 1189 And St. Paul Food Employers Def Cont)
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 Union 1189 And St. Paul Food Employers Defined Contribution Plan is a benefit plan reported by Trustees Of Ufcw Local Union 1189 And St. Paul Food Employers Def Cont under EIN 41-1930820 and plan number 001. The latest loaded filing year is 2023. The filing reports 7,102 participants and $199,991,135 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Ufcw Local Union 1189 And St. Paul Food Employers Def Cont
- EIN
- 41-1930820
- Plan number
- 001
- Plan type
- 1
- Location
- Bloomington, MN
- Latest filing year
- 2023
- Participants
- 7,102
- End-of-year plan assets
- $199,991,135
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,102 | H, C | 20241015012441NAL0014010675001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $199,991,135
- Total liabilities (EOY)
- $439,232
- Net assets (EOY)
- $199,551,903
- Net assets (BOY)
- $166,526,548
Income & contributions
- Employer contributions
- $6,417,705
- Participant contributions
- $2,403,055
- Total contributions
- $8,820,760
- Total income / additions
- $42,922,429
Expenses & distributions
- Benefits paid
- $9,336,832
- Administrative expenses
- $560,242
- Total expenses
- $9,897,074
- Net increase / (decrease)
- $33,025,355
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Milliman, Inc | NONE | $391,924 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $36,408 | $0 | 2023 |
| Legacy Professionals Llp | NONE | $19,500 | not reported in the loaded dataset | 2023 |
| Fiducient Advisors | NONE | $17,550 | not reported in the loaded dataset | 2023 |
| Wilson-Mcshane Corporation | NONE | $15,600 | not reported in the loaded dataset | 2023 |
| Mcgrann Shea Carnival Straughn Lamb | NONE | $12,867 | not reported in the loaded dataset | 2023 |
| Fr Secure | NONE | $11,583 | not reported in the loaded dataset | 2023 |
| Shumaker, Loop, & Kendrick, Llp | NONE | $9,822 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Ufcw Local Union 1189 And St. Paul Food Employers Def Cont
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Bloomington, MN
- Milliman, Inc — Schedule C compensation
- Matrix Trust Company — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Fiducient Advisors — Schedule C compensation
- Wilson-Mcshane Corporation — Schedule C compensation
- Mcgrann Shea Carnival Straughn Lamb — Schedule C compensation
- Fr Secure — Schedule C compensation
- Shumaker, Loop, & Kendrick, Llp — Schedule C compensation