Alaska United Food & Commercial Workers Health & Welfare Trust — Form 5500 plan (Ak Ufcw Health & Welfare Trust Board Of Trustees)
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, Alaska United Food & Commercial Workers Health & Welfare Trust is a benefit plan reported by Ak Ufcw Health & Welfare Trust Board Of Trustees under EIN 92-6003453 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,716 participants and $21,621,155 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ak Ufcw Health & Welfare Trust Board Of Trustees
- EIN
- 92-6003453
- Plan number
- 501
- Plan type
- 1
- Location
- Tualatin, OR
- Latest filing year
- 2023
- Participants
- 1,716
- End-of-year plan assets
- $21,621,155
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,716 | H, C | 20241014181446NAL0028064033001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,621,155
- Total liabilities (EOY)
- $3,118,173
- Net assets (EOY)
- $18,502,982
- Net assets (BOY)
- $13,094,325
Income & contributions
- Employer contributions
- $21,464,797
- Participant contributions
- $1,348,730
- Total contributions
- $22,813,527
- Total income / additions
- $23,997,627
Expenses & distributions
- Benefits paid
- $17,923,136
- Administrative expenses
- $665,834
- Total expenses
- $18,588,970
- Net increase / (decrease)
- $5,408,657
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Labor Trust Services, Inc. | NONE | $725,153 | not reported in the loaded dataset | 2023 |
| Aetna, Inc. | NONE | $273,329 | not reported in the loaded dataset | 2023 |
| Beacon Ohss, Inc. | NONE | $227,200 | not reported in the loaded dataset | 2023 |
| Rael & Letson | NONE | $178,741 | not reported in the loaded dataset | 2023 |
| Health Care Cost Mgmt Corp Of Ak | NONE | $51,031 | not reported in the loaded dataset | 2023 |
| Alaska Vaccine Assessment Program | NONE | $36,198 | not reported in the loaded dataset | 2023 |
| Barlow Coughran Morales | NONE | $33,531 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | NONE | $30,900 | not reported in the loaded dataset | 2023 |
| Anastasi, Moore & Martin, Pllc | NONE | $23,985 | not reported in the loaded dataset | 2023 |
| Transcarent | NONE | $17,624 | not reported in the loaded dataset | 2023 |
| Marsh & Mclennan Agency LLC | NONE | $14,970 | not reported in the loaded dataset | 2023 |
| Meketa Investment Group, Inc. | NONE | $12,500 | not reported in the loaded dataset | 2023 |
| Bank Of America Corporation | NONE | $8,279 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ak Ufcw Health & Welfare Trust Board Of Trustees
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Tualatin, OR
- Labor Trust Services, Inc. — Schedule C compensation
- Aetna, Inc. — Schedule C compensation
- Beacon Ohss, Inc. — Schedule C compensation
- Rael & Letson — Schedule C compensation
- Health Care Cost Mgmt Corp Of Ak — Schedule C compensation
- Alaska Vaccine Assessment Program — Schedule C compensation
- Barlow Coughran Morales — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation
- Anastasi, Moore & Martin, Pllc — Schedule C compensation
- Transcarent — Schedule C compensation
- Marsh & Mclennan Agency LLC — Schedule C compensation
- Meketa Investment Group, Inc. — Schedule C compensation
- Bank Of America Corporation — Schedule C compensation