Ufcw & Employers Benefit Trust — Form 5500 plan (Ufcw & Employers Benefit 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, Ufcw & Employers Benefit Trust is a benefit plan reported by Ufcw & Employers Benefit Trust under EIN 94-6078804 and plan number 502. The latest loaded filing year is 2023. The filing reports 26,089 participants and $484,088,235 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ufcw & Employers Benefit Trust
- EIN
- 94-6078804
- Plan number
- 502
- Plan type
- 1
- Location
- Concord, CA
- Latest filing year
- 2023
- Participants
- 26,089
- End-of-year plan assets
- $484,088,235
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 26,089 | H, C | 20241015190336NAL0057789426005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $484,088,235
- Total liabilities (EOY)
- $110,420,504
- Net assets (EOY)
- $373,667,731
- Net assets (BOY)
- $353,694,542
Income & contributions
- Employer contributions
- $398,280,865
- Participant contributions
- $14,234,741
- Total contributions
- $412,515,606
- Total income / additions
- $443,923,623
Expenses & distributions
- Benefits paid
- $400,506,499
- Administrative expenses
- $23,443,935
- Total expenses
- $423,950,434
- Net increase / (decrease)
- $19,973,189
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ufcw Group Administration LLC | SALARIED ADMINISTRATOR | $10,000,371 | not reported in the loaded dataset | 2023 |
| Blue Shield Of California | NONE | $3,323,518 | $0 | 2023 |
| Quest Diagnostic | NONE | $836,958 | $0 | 2023 |
| Eide Bailly Llp | NONE | $765,575 | not reported in the loaded dataset | 2023 |
| Medexpert International Inc | NONE | $723,818 | not reported in the loaded dataset | 2023 |
| Delta Dental | NONE | $705,778 | not reported in the loaded dataset | 2023 |
| Health Management Concepts | NONE | $528,154 | not reported in the loaded dataset | 2023 |
| Segal Company | NONE | $438,333 | not reported in the loaded dataset | 2023 |
| Elixir | NONE | $415,692 | not reported in the loaded dataset | 2023 |
| Horizon Actuarial Services, LLC | NONE | $360,065 | not reported in the loaded dataset | 2023 |
| Active Radar | NONE | $300,923 | $0 | 2023 |
| Vision Service Plan | NONE | $262,682 | not reported in the loaded dataset | 2023 |
| Ufcw Local 5 | SPONSOR | $262,185 | not reported in the loaded dataset | 2023 |
| Seyfarth & Shaw | NONE | $259,046 | not reported in the loaded dataset | 2023 |
| Pharmacy Benefit Solutions | NONE | $190,037 | not reported in the loaded dataset | 2023 |
| Mccracken, Stemmerman & Holsberry | NONE | $187,808 | not reported in the loaded dataset | 2023 |
| Ufcw Local 8 | SPONSOR | $184,101 | not reported in the loaded dataset | 2023 |
| Ullico Investment Advisors Inc. | NONE | $167,959 | not reported in the loaded dataset | 2023 |
| New England Pension Consultants | NONE | $106,082 | not reported in the loaded dataset | 2023 |
| Hgk Asset Mgmt | NONE | $92,184 | not reported in the loaded dataset | 2023 |
| Jace Marketing Solutions | NONE | $73,532 | $0 | 2023 |
| Podiatry Plan | NONE | $69,679 | not reported in the loaded dataset | 2023 |
| Lord Abbett | NONE | $58,298 | not reported in the loaded dataset | 2023 |
| Ufcw Local 648 | SPONSOR | $44,940 | not reported in the loaded dataset | 2023 |
| Northern Trust | NONE | $40,955 | not reported in the loaded dataset | 2023 |
| Labcorp | NONE | $40,181 | not reported in the loaded dataset | 2023 |
| Cigna | NONE | $37,249 | $0 | 2023 |
| Community Hospital Of The Monterey | NONE | $16,000 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ufcw & Employers Benefit Trust
- 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
- Quest Diagnostic — Schedule C compensation
- Eide Bailly Llp — Schedule C compensation
- Medexpert International Inc — Schedule C compensation
- Delta Dental — Schedule C compensation
- Health Management Concepts — Schedule C compensation
- Segal Company — Schedule C compensation
- Elixir — Schedule C compensation
- Horizon Actuarial Services, LLC — Schedule C compensation
- Active Radar — Schedule C compensation
- Vision Service Plan — Schedule C compensation
- Ufcw Local 5 — Schedule C compensation
- Seyfarth & Shaw — Schedule C compensation
- Pharmacy Benefit Solutions — Schedule C compensation
- Mccracken, Stemmerman & Holsberry — Schedule C compensation
- Ufcw Local 8 — Schedule C compensation
- Ullico Investment Advisors Inc. — Schedule C compensation
- New England Pension Consultants — Schedule C compensation
- Hgk Asset Mgmt — Schedule C compensation
- Jace Marketing Solutions — Schedule C compensation
- Podiatry Plan — Schedule C compensation
- Lord Abbett — Schedule C compensation
- Ufcw Local 648 — Schedule C compensation
- Northern Trust — Schedule C compensation
- Labcorp — Schedule C compensation
- Cigna — Schedule C compensation
- Community Hospital Of The Monterey — Schedule C compensation