Walgreen Co. & Local 648 Welfare Trust Fund — Form 5500 plan (Board Of Trustees Walgreen Co. & Local 648 Welfare Trust Fund)
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, Walgreen Co. & Local 648 Welfare Trust Fund is a benefit plan reported by Board Of Trustees Walgreen Co. & Local 648 Welfare Trust Fund under EIN 94-3087852 and plan number 501. The latest loaded filing year is 2023. The filing reports 549 participants and $2,153,974 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Walgreen Co. & Local 648 Welfare Trust Fund
- EIN
- 94-3087852
- Plan number
- 501
- Plan type
- 2
- Location
- Concord, CA
- Latest filing year
- 2023
- Participants
- 549
- End-of-year plan assets
- $2,153,974
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 549 | H, C | 20241014103848NAL0013148323004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,153,974
- Total liabilities (EOY)
- $1,656,853
- Net assets (EOY)
- $497,121
- Net assets (BOY)
- $446,069
Income & contributions
- Employer contributions
- $7,313,609
- Participant contributions
- $2,043,941
- Total contributions
- $9,357,550
- Total income / additions
- $9,357,550
Expenses & distributions
- Benefits paid
- $9,131,640
- Administrative expenses
- $174,858
- Total expenses
- $9,306,498
- Net increase / (decrease)
- $51,052
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Segal Company | NONE | $54,027 | not reported in the loaded dataset | 2023 |
| Ufcw Group Administration LLC | SALARIED ADMINISTRATOR | $25,110 | not reported in the loaded dataset | 2023 |
| Eide Bailly Llp | NONE | $21,000 | not reported in the loaded dataset | 2023 |
| Optum Rx | NONE | $16,257 | not reported in the loaded dataset | 2023 |
| Vision Service Plan | NONE | $11,215 | not reported in the loaded dataset | 2023 |
| Delta Dental | NONE | $10,723 | not reported in the loaded dataset | 2023 |
| Saltzman And Johnson | NONE | $6,900 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Walgreen Co. & Local 648 Welfare Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Concord, CA
- The Segal Company — Schedule C compensation
- Ufcw Group Administration LLC — Schedule C compensation
- Eide Bailly Llp — Schedule C compensation
- Optum Rx — Schedule C compensation
- Vision Service Plan — Schedule C compensation
- Delta Dental — Schedule C compensation
- Saltzman And Johnson — Schedule C compensation