U.F.C.W. Local 1529 & Contrib Employers H&W — Form 5500 plan (United Food & Commerical Workers Empl Health & Welfare)
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. Local 1529 & Contrib Employers H&W is a benefit plan reported by United Food & Commerical Workers Empl Health & Welfare under EIN 62-0978539 and plan number 501. The latest loaded filing year is 2023. The filing reports 5,211 participants and $3,138,165 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Food & Commerical Workers Empl Health & Welfare
- EIN
- 62-0978539
- Plan number
- 501
- Plan type
- 1
- Location
- Cordova, TN
- Latest filing year
- 2023
- Participants
- 5,211
- End-of-year plan assets
- $3,138,165
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,211 | H, C | 20250317171513NAL0002933264004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,138,165
- Total liabilities (EOY)
- $1,446,474
- Net assets (EOY)
- $1,691,691
- Net assets (BOY)
- $728,234
Income & contributions
- Employer contributions
- $814,883
- Participant contributions
- $178,218
- Total contributions
- $35,406,481
- Total income / additions
- $35,478,422
Expenses & distributions
- Benefits paid
- $31,979,768
- Administrative expenses
- $2,535,197
- Total expenses
- $34,514,965
- Net increase / (decrease)
- $963,457
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Admin. Consulting Serviced Of Tn. | NONE | $1,569,875 | not reported in the loaded dataset | 2023 |
| Reliant Health Partners, LLC | NONE | $272,967 | not reported in the loaded dataset | 2023 |
| Horizon Actuarial Services LLC | NONE | $184,365 | not reported in the loaded dataset | 2023 |
| Arnall Golden Gregory | NONE | $101,157 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group Pllc | NONE | $33,000 | not reported in the loaded dataset | 2023 |
| Dennis G Jenkins, Cpa,LLC | NONE | $16,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for United Food & Commerical Workers Empl Health & Welfare
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Cordova, TN
- Admin. Consulting Serviced Of Tn. — Schedule C compensation
- Reliant Health Partners, LLC — Schedule C compensation
- Horizon Actuarial Services LLC — Schedule C compensation
- Arnall Golden Gregory — Schedule C compensation
- Calibre Cpa Group Pllc — Schedule C compensation
- Dennis G Jenkins, Cpa,LLC — Schedule C compensation