Northern California Ufcw Wholesale Health & Welfar — Form 5500 plan (Northern California Ufcw Wholesale Health & 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, Northern California Ufcw Wholesale Health & Welfar is a benefit plan reported by Northern California Ufcw Wholesale Health & Welfare Trust Fund under EIN 94-3218766 and plan number 501. The latest loaded filing year is 2023. The filing reports 212 participants and $5,891,046 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Northern California Ufcw Wholesale Health & Welfare Trust Fund
- EIN
- 94-3218766
- Plan number
- 501
- Plan type
- 1
- Location
- Concord, CA
- Latest filing year
- 2023
- Participants
- 212
- End-of-year plan assets
- $5,891,046
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 212 | H, C | 20250415121100NAL0001471811003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,891,046
- Total liabilities (EOY)
- $838,053
- Net assets (EOY)
- $5,052,993
- Net assets (BOY)
- $4,589,719
Income & contributions
- Employer contributions
- $4,965,814
- Participant contributions
- $436,562
- Total contributions
- $5,402,376
- Total income / additions
- $5,701,891
Expenses & distributions
- Benefits paid
- $4,801,689
- Administrative expenses
- $436,928
- Total expenses
- $5,238,617
- Net increase / (decrease)
- $463,274
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Total Trust, LLC | NONE | $158,697 | not reported in the loaded dataset | 2023 |
| Eide Bailly Llp | NONE | $95,399 | not reported in the loaded dataset | 2023 |
| The Segal Co. | NONE | $55,220 | not reported in the loaded dataset | 2023 |
| Weinberg, Roger & Rosenfeld | NONE | $40,500 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | $15,886 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Northern California Ufcw Wholesale Health & Welfare Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Concord, CA
- Total Trust, LLC — Schedule C compensation
- Eide Bailly Llp — Schedule C compensation
- The Segal Co. — Schedule C compensation
- Weinberg, Roger & Rosenfeld — Schedule C compensation
- Us Bank — Schedule C compensation