United Food And Commercial Workers Allied Trades Trust Fund — Form 5500 plan (United Food And Commercial Workers Allied Trades Trust Fund Board Of T)
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, United Food And Commercial Workers Allied Trades Trust Fund is a benefit plan reported by United Food And Commercial Workers Allied Trades Trust Fund Board Of T under EIN 95-6047046 and plan number 501. The latest loaded filing year is 2023. The filing reports 145 participants and $3,446,303 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Food And Commercial Workers Allied Trades Trust Fund Board Of T
- EIN
- 95-6047046
- Plan number
- 501
- Plan type
- 1
- Location
- Pembroke Pines, FL
- Latest filing year
- 2023
- Participants
- 145
- End-of-year plan assets
- $3,446,303
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 145 | H, C | 20250626100653NAL0008861041001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,446,303
- Total liabilities (EOY)
- $211,251
- Net assets (EOY)
- $3,235,052
- Net assets (BOY)
- $2,745,178
Income & contributions
- Employer contributions
- $1,283,037
- Total contributions
- $1,283,037
- Total income / additions
- $1,608,680
Expenses & distributions
- Benefits paid
- $912,514
- Administrative expenses
- $206,292
- Total expenses
- $1,118,806
- Net increase / (decrease)
- $489,874
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| National Employee Benefits Admin (N | NONE | $60,000 | not reported in the loaded dataset | 2023 |
| Crump Consulting | NONE | $48,000 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney Lcc | NONE | $33,587 | not reported in the loaded dataset | 2023 |
| Lapadula Carlson & Co. | NONE | $22,538 | not reported in the loaded dataset | 2023 |
| Wkc Halford Rosenfeld & Levy | NONE | $6,180 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for United Food And Commercial Workers Allied Trades Trust Fund Board Of T
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Pembroke Pines, FL
- National Employee Benefits Admin (N — Schedule C compensation
- Crump Consulting — Schedule C compensation
- Morgan Stanley Smith Barney Lcc — Schedule C compensation
- Lapadula Carlson & Co. — Schedule C compensation
- Wkc Halford Rosenfeld & Levy — Schedule C compensation