United Food And Commercial Workers Welfare Trust — Form 5500 plan (United Food And Commercial Workers Welfare 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, United Food And Commercial Workers Welfare Trust is a benefit plan reported by United Food And Commercial Workers Welfare Trust under EIN 91-6049498 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,741 participants and $55,937,105 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Food And Commercial Workers Welfare Trust
- EIN
- 91-6049498
- Plan number
- 501
- Plan type
- 1
- Location
- Spokane, WA
- Latest filing year
- 2023
- Participants
- 2,741
- End-of-year plan assets
- $55,937,105
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,741 | H, C | 20250213142028NAL0011871427001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $55,937,105
- Total liabilities (EOY)
- $6,553,282
- Net assets (EOY)
- $49,383,823
- Net assets (BOY)
- $46,166,180
Income & contributions
- Employer contributions
- $42,131,694
- Participant contributions
- $2,745,643
- Total contributions
- $44,877,337
- Total income / additions
- $46,349,542
Expenses & distributions
- Benefits paid
- $41,681,271
- Administrative expenses
- $1,450,628
- Total expenses
- $43,131,899
- Net increase / (decrease)
- $3,217,643
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aetna | NONE | $864,434 | not reported in the loaded dataset | 2023 |
| Aw Rehn & Associates | NONE | $849,609 | not reported in the loaded dataset | 2023 |
| Delta Dental | NONE | $125,170 | not reported in the loaded dataset | 2023 |
| Renalogic | NONE | $116,336 | not reported in the loaded dataset | 2023 |
| Rael & Letson | NONE | $103,060 | not reported in the loaded dataset | 2023 |
| Loomis Sayles | NONE | $98,587 | not reported in the loaded dataset | 2023 |
| Empirx Health | NONE | $55,231 | not reported in the loaded dataset | 2023 |
| Washington Trust Bank | PARTY-IN-INTEREST | $40,085 | not reported in the loaded dataset | 2023 |
| Hccmca | NONE | $34,502 | not reported in the loaded dataset | 2023 |
| Mckenzie Rothwell Barlow & Coughran | NONE | $31,368 | not reported in the loaded dataset | 2023 |
| Avnew Health | NONE | $26,667 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | NONE | $22,568 | not reported in the loaded dataset | 2023 |
| Anastasi & Moore | NONE | $21,878 | not reported in the loaded dataset | 2023 |
| Greenlight | NONE | $7,915 | not reported in the loaded dataset | 2023 |
| Lawton Printing | NONE | $2,539 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for United Food And Commercial Workers Welfare Trust
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Spokane, WA
- Aetna — Schedule C compensation
- Aw Rehn & Associates — Schedule C compensation
- Delta Dental — Schedule C compensation
- Renalogic — Schedule C compensation
- Rael & Letson — Schedule C compensation
- Loomis Sayles — Schedule C compensation
- Empirx Health — Schedule C compensation
- Washington Trust Bank — Schedule C compensation
- Hccmca — Schedule C compensation
- Mckenzie Rothwell Barlow & Coughran — Schedule C compensation
- Avnew Health — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation
- Anastasi & Moore — Schedule C compensation
- Greenlight — Schedule C compensation
- Lawton Printing — Schedule C compensation