Home Unified Grocers, Inc. Western Grocers Employee Benefits Plan & Trust Western Grocers Employee Benefits Plan & Trust — Form 5500 plan (Unified Grocers, Inc.) 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, Western Grocers Employee Benefits Plan & Trust is a benefit plan reported by Unified Grocers, Inc. under EIN 95-0615250 and plan number 520. The latest loaded filing year is 2023. The filing reports 1,044 participants and $587,122 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
Plan sponsor Unified Grocers, Inc.
EIN 95-0615250
Plan number 520
Plan type 3
Location Portland, OR
Latest filing year 2023
Participants 1,044
End-of-year plan assets $587,122 Form 5500 filing history Filings loaded for this plan Filing year Participants Schedules Filing 2023 1,044 H, C 20241015110201NAL0047483856003
Reported financial statement (2023 · Schedule H) Net assets
Total assets (EOY) $587,122
Total liabilities (EOY) $37,708
Net assets (EOY) $549,414
Net assets (BOY) $814,507 Income & contributions
Total income / additions $299,242 Expenses & distributions
Benefits paid $371,547
Administrative expenses $192,788
Total expenses $564,335
Net increase / (decrease) -$265,093 Service provider compensation (Schedule C) Reported service provider compensation Provider Service Direct comp. Indirect comp. Year Jody Brown NONE $64,394 not reported in the loaded dataset 2023 Kkc Services, Inc. NONE $30,243 not reported in the loaded dataset 2023 Shannon Betz NONE $14,442 not reported in the loaded dataset 2023 Joseph Ney CHAIRPERSON $12,899 not reported in the loaded dataset 2023 Lane Powell NONE $12,833 not reported in the loaded dataset 2023 Kern & Thompson, LLC NONE $12,000 not reported in the loaded dataset 2023 Covenant Technology Solutions, Inc. NONE $6,812 not reported in the loaded dataset 2023 Cypress Benefit Adminstrators NONE $6,000 not reported in the loaded dataset 2023
Source: U.S. Department of Labor / EBSA (Form 5500, EFAST2). Latest loaded filing year on this page: 2023. Figures reflect what plan sponsors reported on public Form 5500 filings and may contain reporting errors or omissions. This page is informational and is not investment, legal, or tax advice. Plan5500 is not affiliated with DOL, EBSA, IRS, or PBGC.
Methodology · Data sources