Ufcw International Savings & Retirement Plan For U.S. Officers And Employees — Form 5500 plan (Ufcw International Union)
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 International Savings & Retirement Plan For U.S. Officers And Employees is a benefit plan reported by Ufcw International Union under EIN 53-0220586 and plan number 003. The latest loaded filing year is 2023. The filing reports 425 participants and $67,391,812 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ufcw International Union
- EIN
- 53-0220586
- Plan number
- 003
- Plan type
- 2
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 425
- End-of-year plan assets
- $67,391,812
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 425 | H, C | 20250214092249NAL0024426625001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $67,391,812
- Net assets (EOY)
- $67,391,812
- Net assets (BOY)
- $63,771,697
Income & contributions
- Employer contributions
- $960,712
- Participant contributions
- $1,621,878
- Total contributions
- $2,582,590
- Total income / additions
- $10,707,274
Expenses & distributions
- Benefits paid
- $7,084,840
- Administrative expenses
- $2,319
- Total expenses
- $7,087,159
- Net increase / (decrease)
- $3,620,115
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Inv Inst Oper Co Inc | RECORDKEEPER | $2,319 | $0 | 2023 |