U.F.C.W. And Employers Kansas And Missouri Health And Welfare Trust Fund — Form 5500 plan (Trustees Of U.F.C.W. & Employers Kansas And Missouri Health & Welfare)
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. And Employers Kansas And Missouri Health And Welfare Trust Fund is a benefit plan reported by Trustees Of U.F.C.W. & Employers Kansas And Missouri Health & Welfare under EIN 43-0797957 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,192 participants and $34,614,608 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of U.F.C.W. & Employers Kansas And Missouri Health & Welfare
- EIN
- 43-0797957
- Plan number
- 501
- Plan type
- 1
- Location
- Pembroke Pines, FL
- Latest filing year
- 2023
- Participants
- 1,192
- End-of-year plan assets
- $34,614,608
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,192 | H, C | 20241015111616NAL0014465491004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,614,608
- Total liabilities (EOY)
- $1,043,376
- Net assets (EOY)
- $33,571,232
- Net assets (BOY)
- $25,350,406
Income & contributions
- Employer contributions
- $16,224,751
- Participant contributions
- $1,452,413
- Total contributions
- $17,677,164
- Total income / additions
- $20,554,056
Expenses & distributions
- Benefits paid
- $11,502,250
- Administrative expenses
- $830,980
- Total expenses
- $12,333,230
- Net increase / (decrease)
- $8,220,826
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cigna Health & Life Insurance Compa | NONE | $426,518 | $0 | 2023 |
| National Employee Benefit Administr | NONE | $398,939 | not reported in the loaded dataset | 2023 |
| Slevin & Hart Pc | NONE | $143,578 | not reported in the loaded dataset | 2023 |
| Legacy Professionals, Llp | NONE | $64,997 | not reported in the loaded dataset | 2023 |
| Commerce Trust Company | NONE | $55,191 | not reported in the loaded dataset | 2023 |
| Elixir Rx Solutions | NONE | $49,049 | not reported in the loaded dataset | 2023 |
| Delta Dental Of Missouri | NONE | $46,129 | not reported in the loaded dataset | 2023 |
| Medexpert International, Inc. | NONE | $33,189 | not reported in the loaded dataset | 2023 |
| Bha Consulting, LLC | NONE | $29,689 | not reported in the loaded dataset | 2023 |
| Spencer Fane, Llp | NONE | $27,548 | not reported in the loaded dataset | 2023 |
| Strategic Capital Investment Adviso | NONE | $27,500 | not reported in the loaded dataset | 2023 |
| Top Drawer | NONE | $19,817 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services Inc | NONE | $0 | $5,198 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of U.F.C.W. & Employers Kansas And Missouri Health & Welfare
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Pembroke Pines, FL
- Cigna Health & Life Insurance Compa — Schedule C compensation
- National Employee Benefit Administr — Schedule C compensation
- Slevin & Hart Pc — Schedule C compensation
- Legacy Professionals, Llp — Schedule C compensation
- Commerce Trust Company — Schedule C compensation
- Elixir Rx Solutions — Schedule C compensation
- Delta Dental Of Missouri — Schedule C compensation
- Medexpert International, Inc. — Schedule C compensation
- Bha Consulting, LLC — Schedule C compensation
- Spencer Fane, Llp — Schedule C compensation
- Strategic Capital Investment Adviso — Schedule C compensation
- Top Drawer — Schedule C compensation
- Segal Select Insurance Services Inc — Schedule C compensation