U.F.C.W. District Union Local Two & Employers Pension Fund — Form 5500 plan (Trustees Of U.F.C.W. District Union Local Two & Employers Pension 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. District Union Local Two & Employers Pension Fund is a benefit plan reported by Trustees Of U.F.C.W. District Union Local Two & Employers Pension Fund under EIN 43-6049855 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,546 participants and $46,748,533 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of U.F.C.W. District Union Local Two & Employers Pension Fund
- EIN
- 43-6049855
- Plan number
- 001
- Plan type
- 1
- Location
- Pembroke Pines, FL
- Latest filing year
- 2023
- Participants
- 5,546
- End-of-year plan assets
- $46,748,533
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,546 | H, C | 20250715151319NAL0002350337001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $46,748,533
- Total liabilities (EOY)
- $48,528
- Net assets (EOY)
- $46,700,005
- Net assets (BOY)
- $53,117,245
Income & contributions
- Employer contributions
- $998,085
- Total contributions
- $998,085
- Total income / additions
- $9,405,747
Expenses & distributions
- Benefits paid
- $14,636,833
- Administrative expenses
- $1,186,154
- Total expenses
- $15,822,987
- Net increase / (decrease)
- -$6,417,240
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nat'L Employee Benefits Admin, Inc. | NONE | $414,745 | not reported in the loaded dataset | 2023 |
| Milliman, Inc. | NONE | $155,303 | not reported in the loaded dataset | 2023 |
| Strategic Capital Investment Adviso | NONE | $100,000 | not reported in the loaded dataset | 2023 |
| Slevin & Hart Pc | NONE | $85,631 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $55,884 | not reported in the loaded dataset | 2023 |
| National Investment Services, LLC | NONE | $55,469 | not reported in the loaded dataset | 2023 |
| Commerce Bank | NONE | $37,890 | not reported in the loaded dataset | 2023 |
| Spencer Fane, Llp | NONE | $19,955 | not reported in the loaded dataset | 2023 |
| Top Drawer, Inc. | NONE | $10,908 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services Inc | NONE | $0 | $8,488 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of U.F.C.W. District Union Local Two & Employers Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Pembroke Pines, FL
- Nat'L Employee Benefits Admin, Inc. — Schedule C compensation
- Milliman, Inc. — Schedule C compensation
- Strategic Capital Investment Adviso — Schedule C compensation
- Slevin & Hart Pc — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- National Investment Services, LLC — Schedule C compensation
- Commerce Bank — Schedule C compensation
- Spencer Fane, Llp — Schedule C compensation
- Top Drawer, Inc. — Schedule C compensation
- Segal Select Insurance Services Inc — Schedule C compensation