Ufcw Intl Sav & Ret Plan For Chartered Local Bodies Trust Fund — Form 5500 plan (United Food And Commercial Workers 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 Intl Sav & Ret Plan For Chartered Local Bodies Trust Fund is a benefit plan reported by United Food And Commercial Workers International Union under EIN 53-0220586 and plan number 005. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $148,363,671 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
United Food And Commercial Workers International Union
EIN
53-0220586
Plan number
005
Plan type
4
Location
Washington, DC
Latest filing year
2023
Participants
not reported in the loaded dataset
End-of-year plan assets
$148,363,671

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023not reported in the loaded datasetH, C20250217083955NAL0001678641005

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$148,363,671
Net assets (EOY)
$148,363,671
Net assets (BOY)
$140,328,675

Income & contributions

Total income / additions
$19,429,859

Expenses & distributions

Administrative expenses
$8,271
Total expenses
$8,271
Net increase / (decrease)
$19,421,588

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Inv Inst Oper Co IncRECORDKEEPER$8,269$02023

Related Form 5500 pages