Uebt Retiree Health Plan — Form 5500 plan (Uebt Retiree Health Plan)
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, Uebt Retiree Health Plan is a benefit plan reported by Uebt Retiree Health Plan under EIN 94-6078804 and plan number 501. The latest loaded filing year is 2023. The filing reports 13,853 participants and $81,334,819 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Uebt Retiree Health Plan
- EIN
- 94-6078804
- Plan number
- 501
- Plan type
- 1
- Location
- Concord, CA
- Latest filing year
- 2023
- Participants
- 13,853
- End-of-year plan assets
- $81,334,819
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 13,853 | H, C | 20241015185819NAL0030693841004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $81,334,819
- Total liabilities (EOY)
- $6,804,873
- Net assets (EOY)
- $74,529,946
- Net assets (BOY)
- $56,285,760
Income & contributions
- Employer contributions
- $75,863,022
- Participant contributions
- $27,794,536
- Total contributions
- $111,285,419
- Total income / additions
- $113,420,076
Expenses & distributions
- Benefits paid
- $85,311,972
- Administrative expenses
- $9,863,918
- Total expenses
- $95,175,890
- Net increase / (decrease)
- $18,244,186
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ufcw Group Administration LLC | SALARIED ADMINSTRATOR | $7,080,055 | not reported in the loaded dataset | 2023 |
| Blue Shield Of California | NONE | $314,571 | $0 | 2023 |
| Eide Bailly Llp | NONE | $314,083 | not reported in the loaded dataset | 2023 |
| Segal Company | NONE | $228,460 | not reported in the loaded dataset | 2023 |
| Horizon Actuarial Services, LLC | NONE | $199,735 | not reported in the loaded dataset | 2023 |
| Ufcw Local 5 | SPONSOR | $186,005 | not reported in the loaded dataset | 2023 |
| Vision Service Plan | NONE | $142,908 | not reported in the loaded dataset | 2023 |
| Ufcw Local 8 | SPONSOR | $130,605 | not reported in the loaded dataset | 2023 |
| Delta Dental | NONE | $127,231 | not reported in the loaded dataset | 2023 |
| Part D Advisors, Inc. | NONE | $100,924 | not reported in the loaded dataset | 2023 |
| Pharmacy Benefit Solutions | NONE | $95,776 | not reported in the loaded dataset | 2023 |
| Seyfarth & Shaw | NONE | $94,962 | not reported in the loaded dataset | 2023 |
| Envision Rx | NONE | $71,970 | not reported in the loaded dataset | 2023 |
| Hgk Asset Management | NONE | $35,209 | $6,601 | 2023 |
| Medexpert International Inc | NONE | $38,369 | not reported in the loaded dataset | 2023 |
| Active Radar | NONE | $37,940 | $0 | 2023 |
| Sav Rx | NONE | $33,267 | not reported in the loaded dataset | 2023 |
| Ufcw Local 648 | SPONSOR | $31,908 | not reported in the loaded dataset | 2023 |
| New England Pension Consultants | NONE | $16,797 | not reported in the loaded dataset | 2023 |
| Mccraken, Stemmerman & Holsberry | NONE | $14,736 | not reported in the loaded dataset | 2023 |
| Cobapayer Express | NONE | $12,345 | $0 | 2023 |
| Cigna Dental | NONE | $9,021 | $0 | 2023 |
| Podiatry Plan | NONE | $6,779 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Uebt Retiree Health Plan
- 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
- Eide Bailly Llp — Schedule C compensation
- Segal Company — Schedule C compensation
- Horizon Actuarial Services, LLC — Schedule C compensation
- Ufcw Local 5 — Schedule C compensation
- Vision Service Plan — Schedule C compensation
- Ufcw Local 8 — Schedule C compensation
- Delta Dental — Schedule C compensation
- Part D Advisors, Inc. — Schedule C compensation
- Pharmacy Benefit Solutions — Schedule C compensation
- Seyfarth & Shaw — Schedule C compensation
- Envision Rx — Schedule C compensation
- Hgk Asset Management — Schedule C compensation
- Medexpert International Inc — Schedule C compensation
- Active Radar — Schedule C compensation
- Sav Rx — Schedule C compensation
- Ufcw Local 648 — Schedule C compensation
- New England Pension Consultants — Schedule C compensation
- Mccraken, Stemmerman & Holsberry — Schedule C compensation
- Cobapayer Express — Schedule C compensation
- Cigna Dental — Schedule C compensation
- Podiatry Plan — Schedule C compensation