United Food And Commercial Workers Unions And Employers Health And Welfare Plan - Atlanta — Form 5500 plan (Board Of Trustees Ufcw Employers Health And Welfare Plan - Atlanta)
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, United Food And Commercial Workers Unions And Employers Health And Welfare Plan - Atlanta is a benefit plan reported by Board Of Trustees Ufcw Employers Health And Welfare Plan - Atlanta under EIN 58-1283466 and plan number 501. The latest loaded filing year is 2023. The filing reports 22,130 participants and $49,159,983 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Ufcw Employers Health And Welfare Plan - Atlanta
- EIN
- 58-1283466
- Plan number
- 501
- Plan type
- 1
- Location
- Atlanta, GA
- Latest filing year
- 2023
- Participants
- 22,130
- End-of-year plan assets
- $49,159,983
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 22,130 | H, C | 20250211160014NAL0038605906001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $49,159,983
- Total liabilities (EOY)
- $24,127,655
- Net assets (EOY)
- $25,032,328
- Net assets (BOY)
- $17,221,907
Income & contributions
- Employer contributions
- $167,123,114
- Participant contributions
- $8,950,641
- Total contributions
- $176,073,755
- Total income / additions
- $177,716,354
Expenses & distributions
- Benefits paid
- $164,854,901
- Administrative expenses
- $5,051,032
- Total expenses
- $169,905,933
- Net increase / (decrease)
- $7,810,421
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Cross Blue Shield Healthcare P | NONE | $7,063,004 | not reported in the loaded dataset | 2023 |
| Hmc Healthworks, LLC | NONE | $341,180 | not reported in the loaded dataset | 2023 |
| Slevin & Hart, P.C. | NONE | $294,046 | not reported in the loaded dataset | 2023 |
| Bha Consulting LLC | NONE | $290,927 | not reported in the loaded dataset | 2023 |
| Reinhart Boerner Van Deuren S.C. | NONE | $241,186 | not reported in the loaded dataset | 2023 |
| Optumrx, Inc | NONE | $75,955 | $0 | 2023 |
| Calibre Cpa Group Pllc | NONE | $51,359 | not reported in the loaded dataset | 2023 |
| Gamco Asset Management Inc. | NONE | $27,586 | not reported in the loaded dataset | 2023 |
| Johnson Legal Group, P.C. | NONE | $8,831 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Ufcw Employers Health And Welfare Plan - Atlanta
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Atlanta, GA
- Blue Cross Blue Shield Healthcare P — Schedule C compensation
- Hmc Healthworks, LLC — Schedule C compensation
- Slevin & Hart, P.C. — Schedule C compensation
- Bha Consulting LLC — Schedule C compensation
- Reinhart Boerner Van Deuren S.C. — Schedule C compensation
- Optumrx, Inc — Schedule C compensation
- Calibre Cpa Group Pllc — Schedule C compensation
- Gamco Asset Management Inc. — Schedule C compensation
- Johnson Legal Group, P.C. — Schedule C compensation