Ufcw Comprehensive Benefits Trust — Form 5500 plan (Ufcw Comprehensive Benefits Trust)
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 Comprehensive Benefits Trust is a benefit plan reported by Ufcw Comprehensive Benefits Trust under EIN 82-2616834 and plan number 502. The latest loaded filing year is 2023. The filing reports 1,686 participants and $18,767,646 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ufcw Comprehensive Benefits Trust
- EIN
- 82-2616834
- Plan number
- 502
- Plan type
- 1
- Location
- Concord, CA
- Latest filing year
- 2023
- Participants
- 1,686
- End-of-year plan assets
- $18,767,646
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,686 | H, C | 20241015212629NAL0015426835004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,767,646
- Total liabilities (EOY)
- $9,468,390
- Net assets (EOY)
- $9,299,256
- Net assets (BOY)
- $5,528,376
Income & contributions
- Employer contributions
- $30,199,267
- Participant contributions
- $1,291,347
- Total contributions
- $31,490,614
- Total income / additions
- $31,815,512
Expenses & distributions
- Benefits paid
- $26,185,799
- Administrative expenses
- $1,858,833
- Total expenses
- $28,044,632
- Net increase / (decrease)
- $3,770,880
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ufcw Group Administration LLC | SALARIED ADMINISTRATOR | $827,943 | not reported in the loaded dataset | 2023 |
| Blue Shield Of California | NONE | $257,884 | $0 | 2023 |
| Segal Company | NONE | $91,817 | not reported in the loaded dataset | 2023 |
| Seyfarth & Shaw | NONE | $90,248 | not reported in the loaded dataset | 2023 |
| Eide Bailly Llp | NONE | $76,481 | not reported in the loaded dataset | 2023 |
| Horizon Actuarial Services, LLC | NONE | $72,286 | not reported in the loaded dataset | 2023 |
| Quest Diagnostics | NONE | $65,311 | $0 | 2023 |
| Medexpert International | NONE | $42,725 | not reported in the loaded dataset | 2023 |
| Delta Dental | NONE | $38,646 | not reported in the loaded dataset | 2023 |
| Health Management Concepts | NONE | $38,005 | not reported in the loaded dataset | 2023 |
| Elixir | NONE | $35,170 | not reported in the loaded dataset | 2023 |
| Ufcw Union Local 5 | SPONSOR | $18,202 | not reported in the loaded dataset | 2023 |
| Vision Service Plan | NONE | $17,304 | not reported in the loaded dataset | 2023 |
| Ufcw Union Local 8 | SPONSOR | $13,931 | not reported in the loaded dataset | 2023 |
| Cypress Dental | NONE | $13,597 | not reported in the loaded dataset | 2023 |
| Mccracken, Stemmerman & Hollsberry | NONE | $10,786 | not reported in the loaded dataset | 2023 |
| Jace Marketing Solutions | NONE | $6,105 | $0 | 2023 |
| Podiatry Plan | NONE | $5,489 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ufcw Comprehensive Benefits Trust
- 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
- Blue Shield Of California — Schedule C compensation
- Segal Company — Schedule C compensation
- Seyfarth & Shaw — Schedule C compensation
- Eide Bailly Llp — Schedule C compensation
- Horizon Actuarial Services, LLC — Schedule C compensation
- Quest Diagnostics — Schedule C compensation
- Medexpert International — Schedule C compensation
- Delta Dental — Schedule C compensation
- Health Management Concepts — Schedule C compensation
- Elixir — Schedule C compensation
- Ufcw Union Local 5 — Schedule C compensation
- Vision Service Plan — Schedule C compensation
- Ufcw Union Local 8 — Schedule C compensation
- Cypress Dental — Schedule C compensation
- Mccracken, Stemmerman & Hollsberry — Schedule C compensation
- Jace Marketing Solutions — Schedule C compensation
- Podiatry Plan — Schedule C compensation