Ufcw Local 1-D 401(K) Plan — Form 5500 plan (The Board Of Trustees Of The Ufcw Local 1-D 401k)
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 Local 1-D 401(K) Plan is a benefit plan reported by The Board Of Trustees Of The Ufcw Local 1-D 401k under EIN 82-2171406 and plan number 001. The latest loaded filing year is 2023. The filing reports 431 participants and $14,492,625 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Board Of Trustees Of The Ufcw Local 1-D 401k
- EIN
- 82-2171406
- Plan number
- 001
- Plan type
- 1
- Location
- Brooklyn, NY
- Latest filing year
- 2023
- Participants
- 431
- End-of-year plan assets
- $14,492,625
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 431 | H, C | 20241015170210NAL0030427793001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,492,625
- Total liabilities (EOY)
- $23,068
- Net assets (EOY)
- $14,469,557
- Net assets (BOY)
- $12,082,089
Income & contributions
- Employer contributions
- $437,550
- Participant contributions
- $1,377,016
- Total contributions
- $1,814,566
- Total income / additions
- $3,774,660
Expenses & distributions
- Benefits paid
- $1,224,798
- Administrative expenses
- $127,990
- Total expenses
- $1,357,467
- Net increase / (decrease)
- $2,417,193
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $68,058 | $0 | 2023 |
| Long Island Employee Benefits Group | TPA | $42,468 | $0 | 2023 |
| Cetera Advisor Networks LLC | BROKER | $0 | $23,642 | 2023 |
| Zazzali Fagella Nowak Kleinbaum Fri | LEGAL | $7,690 | not reported in the loaded dataset | 2023 |
| Kp Lynch Cpa Pc | AUDIT | $7,056 | not reported in the loaded dataset | 2023 |
| Robert P. Brady Agency Inc. | OTHER | $6,489 | not reported in the loaded dataset | 2023 |
| Cetera Financial Group | BROKER | $0 | $5,088 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Board Of Trustees Of The Ufcw Local 1-D 401k
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Brooklyn, NY
- Transamerica Retirement Solutions — Schedule C compensation
- Long Island Employee Benefits Group — Schedule C compensation
- Cetera Advisor Networks LLC — Schedule C compensation
- Zazzali Fagella Nowak Kleinbaum Fri — Schedule C compensation
- Kp Lynch Cpa Pc — Schedule C compensation
- Robert P. Brady Agency Inc. — Schedule C compensation
- Cetera Financial Group — Schedule C compensation