Felra And Ufcw Veba Fund — Form 5500 plan (Board Of Trustees Of The Felra And Ufcw Veba 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, Felra And Ufcw Veba Fund is a benefit plan reported by Board Of Trustees Of The Felra And Ufcw Veba Fund under EIN 52-1036978 and plan number 501. The latest loaded filing year is 2023. The filing reports 12,780 participants and $28,364,673 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The Felra And Ufcw Veba Fund
- EIN
- 52-1036978
- Plan number
- 501
- Plan type
- 1
- Location
- Sparks, MD
- Latest filing year
- 2023
- Participants
- 12,780
- End-of-year plan assets
- $28,364,673
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 12,780 | H, C | 20241012140303NAL0041585200001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,364,673
- Total liabilities (EOY)
- $19,470,442
- Net assets (EOY)
- $8,894,231
- Net assets (BOY)
- $12,136,648
Income & contributions
- Employer contributions
- $122,727,986
- Participant contributions
- $3,756,699
- Total contributions
- $126,484,685
- Total income / additions
- $126,943,977
Expenses & distributions
- Benefits paid
- $120,212,561
- Administrative expenses
- $9,973,833
- Total expenses
- $130,186,394
- Net increase / (decrease)
- -$3,242,417
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Associated Administrators, LLC | NONE | $3,464,231 | not reported in the loaded dataset | 2023 |
| Akman And Associates | NONE | $2,869,831 | not reported in the loaded dataset | 2023 |
| Associated Administrators, LLC | NONE | $1,989,912 | not reported in the loaded dataset | 2023 |
| Medco Health Solutions | NONE | $1,696,996 | not reported in the loaded dataset | 2023 |
| Conifer Value-Based Care LLC | not reported in the loaded dataset | $760,795 | not reported in the loaded dataset | 2023 |
| Carefirst Bluecross Blueshield | NONE | $646,898 | not reported in the loaded dataset | 2023 |
| Slevin & Hart, P.C. | NONE | $226,227 | not reported in the loaded dataset | 2023 |
| The Segal Company (Eastern States) | NONE | $118,619 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group, Pllc | NONE | $112,491 | not reported in the loaded dataset | 2023 |
| Cheiron, Inc. | NONE | $85,063 | not reported in the loaded dataset | 2023 |
| Investment Performance Services | NONE | $50,000 | not reported in the loaded dataset | 2023 |
| Groom Law Group, Chartered | NONE | $38,594 | not reported in the loaded dataset | 2023 |
| Woodard Insurance Agency | not reported in the loaded dataset | $30,240 | not reported in the loaded dataset | 2023 |
| Confidio, LLC | NONE | $0 | not reported in the loaded dataset | 2023 |
| Mellon Capital Management | NONE | $0 | $0 | 2023 |
| Pnc Financial Services, Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The Felra And Ufcw Veba Fund
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Sparks, MD
- Associated Administrators, LLC — Schedule C compensation
- Akman And Associates — Schedule C compensation
- Medco Health Solutions — Schedule C compensation
- Conifer Value-Based Care LLC — Schedule C compensation
- Carefirst Bluecross Blueshield — Schedule C compensation
- Slevin & Hart, P.C. — Schedule C compensation
- The Segal Company (Eastern States) — Schedule C compensation
- Calibre Cpa Group, Pllc — Schedule C compensation
- Cheiron, Inc. — Schedule C compensation
- Investment Performance Services — Schedule C compensation
- Groom Law Group, Chartered — Schedule C compensation
- Woodard Insurance Agency — Schedule C compensation
- Confidio, LLC — Schedule C compensation
- Mellon Capital Management — Schedule C compensation
- Pnc Financial Services, Inc. — Schedule C compensation