Ufcw No. California Food Employers Joint Individual Account Plan — Form 5500 plan (Board Of Trustees Ufcw No. California Food Employers Joint Ind Account)
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 No. California Food Employers Joint Individual Account Plan is a benefit plan reported by Board Of Trustees Ufcw No. California Food Employers Joint Ind Account under EIN 68-0161773 and plan number 002. The latest loaded filing year is 2023. The filing reports 53,983 participants and $254,398,579 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Ufcw No. California Food Employers Joint Ind Account
- EIN
- 68-0161773
- Plan number
- 002
- Plan type
- 1
- Location
- Concord, CA
- Latest filing year
- 2023
- Participants
- 53,983
- End-of-year plan assets
- $254,398,579
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 53,983 | H, C | 20241014104355NAL0025953185005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $254,398,579
- Total liabilities (EOY)
- $349,209
- Net assets (EOY)
- $254,049,370
- Net assets (BOY)
- $245,073,543
Income & contributions
- Employer contributions
- $11,336,193
- Total contributions
- $11,336,193
- Total income / additions
- $35,423,399
Expenses & distributions
- Benefits paid
- $22,887,928
- Administrative expenses
- $3,559,644
- Total expenses
- $26,447,572
- Net increase / (decrease)
- $8,975,827
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ufcw Group Administration LLC | SALARIED ADMINISTRATOR | $1,285,119 | not reported in the loaded dataset | 2023 |
| Jp Morgan Morgan Chase Bank N.A. | NONE | $218,187 | not reported in the loaded dataset | 2023 |
| Eide Bailly, Llp | NONE | $170,003 | not reported in the loaded dataset | 2023 |
| Nis | NONE | $107,846 | not reported in the loaded dataset | 2023 |
| Seyfarth Shaw Llp | NONE | $68,516 | not reported in the loaded dataset | 2023 |
| Hgk Asset Management | NONE | $60,633 | $0 | 2023 |
| New England Pension Consultants | NONE | $58,336 | not reported in the loaded dataset | 2023 |
| Horizon Actuarial Consultants | NONE | $47,521 | not reported in the loaded dataset | 2023 |
| Northern Trust | NONE | $46,017 | not reported in the loaded dataset | 2023 |
| Segal Company | NONE | $45,417 | not reported in the loaded dataset | 2023 |
| Ufcw Local 5 | SPONSOR | $32,954 | not reported in the loaded dataset | 2023 |
| Ufcw Local 8 | SPONSOR | $23,637 | not reported in the loaded dataset | 2023 |
| Wellington | NONE | $22,750 | not reported in the loaded dataset | 2023 |
| Mccracken, Stemerman & Holsberry | NONE | $22,746 | not reported in the loaded dataset | 2023 |
| Ufcw Local 648 | SPONSOR | $6,477 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Ufcw No. California Food Employers Joint Ind Account
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Concord, CA
- Ufcw Group Administration LLC — Schedule C compensation
- Jp Morgan Morgan Chase Bank N.A. — Schedule C compensation
- Eide Bailly, Llp — Schedule C compensation
- Nis — Schedule C compensation
- Seyfarth Shaw Llp — Schedule C compensation
- Hgk Asset Management — Schedule C compensation
- New England Pension Consultants — Schedule C compensation
- Horizon Actuarial Consultants — Schedule C compensation
- Northern Trust — Schedule C compensation
- Segal Company — Schedule C compensation
- Ufcw Local 5 — Schedule C compensation
- Ufcw Local 8 — Schedule C compensation
- Wellington — Schedule C compensation
- Mccracken, Stemerman & Holsberry — Schedule C compensation
- Ufcw Local 648 — Schedule C compensation