401k Plan data: RETIREMENT PLAN OF THE UFCW NATIONAL HEALTH AND WELFARE FUND plan

RETIREMENT PLAN OF THE UFCW NATIONAL HEALTH AND WELFARE FUND 401k Plan overview

Plan Name	RETIREMENT PLAN OF THE UFCW NATIONAL HEALTH AND WELFARE FUND
Plan identification number	001

RETIREMENT PLAN OF THE UFCW NATIONAL HEALTH AND WELFARE FUND Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

UFCW NATIONAL HEALTH AND WELFARE FUND has sponsored the creation of one or more 401k plans.

Company Name: UFCW NATIONAL HEALTH AND WELFARE FUND

Employer identification number (EIN): 221458594

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN OF THE UFCW NATIONAL HEALTH AND WELFARE FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-09-01
001 2020-09-01
001 2019-09-01
001 2018-09-01
001 2017-09-01
001 2016-09-01 GEORGE ORLANDO
001 2015-09-01 GEORGE ORLANDO
001 2015-09-01
001 2014-09-01 GEORGE ORLANDO
001 2013-09-01 GEORGE ORLANDO
001 2012-09-01 GEORGE ORLANDO
001 2011-09-01 GEORGE ORLANDO
001 2010-09-01 GEORGE ORLANDO
001 2009-09-01 GEORGE ORLANDO

Plan Statistics for RETIREMENT PLAN OF THE UFCW NATIONAL HEALTH AND WELFARE FUND

401k plan membership statisitcs for RETIREMENT PLAN OF THE UFCW NATIONAL HEALTH AND WELFARE FUND

Measure Date Value
2022: RETIREMENT PLAN OF THE UFCW NATIONAL HEALTH AND WELFARE FUND 2022 401k membership
Market value of plan assets 2022-08-31 14,500,822
Acturial value of plan assets 2022-08-31 14,500,822
Funding target for retired participants and beneficiaries receiving payment 2022-08-31 6,740,303
Number of terminated vested participants 2022-08-31 8
Fundng target for terminated vested participants 2022-08-31 433,841
Active participant vested funding target 2022-08-31 3,325,335
Number of active participants 2022-08-31 28
Total funding liabilities for active participants 2022-08-31 3,430,485
Total participant count 2022-08-31 70
Total funding target for all participants 2022-08-31 10,604,629
Balance at beginning of prior year after applicable adjustments 2022-08-31 143,403
Prefunding balance at beginning of prior year after applicable adjustments 2022-08-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2022-08-31 0
Prefunding balanced used to offset prior years funding requirement 2022-08-31 0
Amount remaining of carryover balance 2022-08-31 143,403
Present value of excess contributions 2022-08-31 320,712
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-08-31 337,934
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-08-31 0
Reductions in caryover balances due to elections or deemed elections 2022-08-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-08-31 0
Balance of carryovers at beginning of current year 2022-08-31 167,452
Balance of prefunding at beginning of current year 2022-08-31 0
Total employer contributions 2022-08-31 442,800
Contributions allocated toward unpaid minimum require contributions from prior years 2022-08-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-08-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-08-31 431,020
Remaining amount of unpaid minimum required contributions 2022-08-31 0
Minimum required contributions for current year target normal cost 2022-08-31 300,537
Net shortfall amortization installment of oustanding balance 2022-08-31 0
Waiver amortization installment 2022-08-31 0
Carryover balance elected to use to offset funding requirement 2022-08-31 0
Prefunding balance elected to use to offset funding requirement 2022-08-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-08-31 431,020
Unpaid minimum required contributions for current year 2022-08-31 0
Unpaid minimum required contributions for all years 2022-08-31 0
2021: RETIREMENT PLAN OF THE UFCW NATIONAL HEALTH AND WELFARE FUND 2021 401k membership
Total participants, beginning-of-year 2021-09-01 65
Total number of active participants reported on line 7a of the Form 5500 2021-09-01 29
Number of retired or separated participants receiving benefits 2021-09-01 31
Number of other retired or separated participants entitled to future benefits 2021-09-01 8
Total of all active and inactive participants 2021-09-01 68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-09-01 3
Total participants 2021-09-01 71
Market value of plan assets 2021-08-31 12,762,351
Acturial value of plan assets 2021-08-31 12,762,351
Funding target for retired participants and beneficiaries receiving payment 2021-08-31 6,609,053
Number of terminated vested participants 2021-08-31 7
Fundng target for terminated vested participants 2021-08-31 389,444
Active participant vested funding target 2021-08-31 3,432,786
Number of active participants 2021-08-31 27
Total funding liabilities for active participants 2021-08-31 3,507,934
Total participant count 2021-08-31 67
Total funding target for all participants 2021-08-31 10,506,431
Balance at beginning of prior year after applicable adjustments 2021-08-31 128,878
Prefunding balance at beginning of prior year after applicable adjustments 2021-08-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2021-08-31 0
Prefunding balanced used to offset prior years funding requirement 2021-08-31 0
Amount remaining of carryover balance 2021-08-31 128,878
Present value of excess contributions 2021-08-31 211,826
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-08-31 223,519
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-08-31 0
Reductions in caryover balances due to elections or deemed elections 2021-08-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-08-31 0
Balance of carryovers at beginning of current year 2021-08-31 143,403
Balance of prefunding at beginning of current year 2021-08-31 0
Total employer contributions 2021-08-31 333,000
Contributions allocated toward unpaid minimum require contributions from prior years 2021-08-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-08-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-08-31 320,712
Remaining amount of unpaid minimum required contributions 2021-08-31 0
Minimum required contributions for current year target normal cost 2021-08-31 318,930
Net shortfall amortization installment of oustanding balance 2021-08-31 0
Waiver amortization installment 2021-08-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-08-31 320,712
Unpaid minimum required contributions for current year 2021-08-31 0
Unpaid minimum required contributions for all years 2021-08-31 0
2020: RETIREMENT PLAN OF THE UFCW NATIONAL HEALTH AND WELFARE FUND 2020 401k membership
Total participants, beginning-of-year 2020-09-01 70
Total number of active participants reported on line 7a of the Form 5500 2020-09-01 23
Number of retired or separated participants receiving benefits 2020-09-01 30
Number of other retired or separated participants entitled to future benefits 2020-09-01 9
Total of all active and inactive participants 2020-09-01 62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-09-01 3
Total participants 2020-09-01 65
Market value of plan assets 2020-08-31 11,893,938
Acturial value of plan assets 2020-08-31 11,893,938
Funding target for retired participants and beneficiaries receiving payment 2020-08-31 5,832,282
Number of terminated vested participants 2020-08-31 7
Fundng target for terminated vested participants 2020-08-31 343,456
Active participant vested funding target 2020-08-31 3,875,610
Number of active participants 2020-08-31 28
Total funding liabilities for active participants 2020-08-31 3,917,781
Total participant count 2020-08-31 67
Total funding target for all participants 2020-08-31 10,093,519
Balance at beginning of prior year after applicable adjustments 2020-08-31 124,124
Prefunding balance at beginning of prior year after applicable adjustments 2020-08-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-08-31 0
Prefunding balanced used to offset prior years funding requirement 2020-08-31 0
Amount remaining of carryover balance 2020-08-31 124,124
Present value of excess contributions 2020-08-31 577,846
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-08-31 610,668
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-08-31 0
Reductions in caryover balances due to elections or deemed elections 2020-08-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-08-31 0
Balance of carryovers at beginning of current year 2020-08-31 128,878
Balance of prefunding at beginning of current year 2020-08-31 0
Total employer contributions 2020-08-31 223,200
Contributions allocated toward unpaid minimum require contributions from prior years 2020-08-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-08-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-08-31 211,826
Remaining amount of unpaid minimum required contributions 2020-08-31 0
Minimum required contributions for current year target normal cost 2020-08-31 351,333
Net shortfall amortization installment of oustanding balance 2020-08-31 0
Waiver amortization installment 2020-08-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-08-31 211,826
Unpaid minimum required contributions for current year 2020-08-31 0
Unpaid minimum required contributions for all years 2020-08-31 0
2019: RETIREMENT PLAN OF THE UFCW NATIONAL HEALTH AND WELFARE FUND 2019 401k membership
Total participants, beginning-of-year 2019-09-01 66
Total number of active participants reported on line 7a of the Form 5500 2019-09-01 28
Number of retired or separated participants receiving benefits 2019-09-01 30
Number of other retired or separated participants entitled to future benefits 2019-09-01 9
Total of all active and inactive participants 2019-09-01 67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-09-01 3
Total participants 2019-09-01 70
Market value of plan assets 2019-08-31 11,438,408
Acturial value of plan assets 2019-08-31 11,438,408
Funding target for retired participants and beneficiaries receiving payment 2019-08-31 4,686,742
Number of terminated vested participants 2019-08-31 7
Fundng target for terminated vested participants 2019-08-31 445,371
Active participant vested funding target 2019-08-31 4,374,488
Number of active participants 2019-08-31 27
Total funding liabilities for active participants 2019-08-31 4,392,145
Total participant count 2019-08-31 63
Total funding target for all participants 2019-08-31 9,524,258
Balance at beginning of prior year after applicable adjustments 2019-08-31 114,463
Prefunding balance at beginning of prior year after applicable adjustments 2019-08-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2019-08-31 0
Prefunding balanced used to offset prior years funding requirement 2019-08-31 0
Amount remaining of carryover balance 2019-08-31 114,463
Present value of excess contributions 2019-08-31 673,934
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-08-31 713,359
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-08-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-08-31 0
Balance of carryovers at beginning of current year 2019-08-31 124,124
Balance of prefunding at beginning of current year 2019-08-31 0
Total employer contributions 2019-08-31 631,256
Total employee contributions 2019-08-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-08-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-08-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-08-31 577,846
Unpaid minimum required contributions for all prior years 2019-08-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-08-31 0
Remaining amount of unpaid minimum required contributions 2019-08-31 0
Minimum required contributions for current year target normal cost 2019-08-31 332,929
Net shortfall amortization installment of oustanding balance 2019-08-31 0
Waiver amortization installment 2019-08-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-08-31 0
Additional cash requirement 2019-08-31 0
Contributions allocatedtoward minimum required contributions for current year 2019-08-31 577,846
Unpaid minimum required contributions for current year 2019-08-31 0
Unpaid minimum required contributions for all years 2019-08-31 0
2018: RETIREMENT PLAN OF THE UFCW NATIONAL HEALTH AND WELFARE FUND 2018 401k membership
Total participants, beginning-of-year 2018-09-01 66
Total number of active participants reported on line 7a of the Form 5500 2018-09-01 25
Number of retired or separated participants receiving benefits 2018-09-01 29
Number of other retired or separated participants entitled to future benefits 2018-09-01 9
Total of all active and inactive participants 2018-09-01 63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-09-01 3
Total participants 2018-09-01 66
Market value of plan assets 2018-08-31 10,401,649
Acturial value of plan assets 2018-08-31 10,401,649
Funding target for retired participants and beneficiaries receiving payment 2018-08-31 4,214,464
Number of terminated vested participants 2018-08-31 7
Fundng target for terminated vested participants 2018-08-31 378,361
Active participant vested funding target 2018-08-31 3,952,201
Number of active participants 2018-08-31 26
Total funding liabilities for active participants 2018-08-31 3,973,815
Total participant count 2018-08-31 61
Total funding target for all participants 2018-08-31 8,566,640
Balance at beginning of prior year after applicable adjustments 2018-08-31 105,788
Amount remaining of carryover balance 2018-08-31 105,788
Present value of excess contributions 2018-08-31 240,886
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-08-31 255,436
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-08-31 0
Balance of carryovers at beginning of current year 2018-08-31 114,463
Balance of prefunding at beginning of current year 2018-08-31 0
Total employer contributions 2018-08-31 735,359
Contributions allocated toward unpaid minimum require contributions from prior years 2018-08-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-08-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-08-31 673,934
Remaining amount of unpaid minimum required contributions 2018-08-31 0
Minimum required contributions for current year target normal cost 2018-08-31 313,147
Net shortfall amortization installment of oustanding balance 2018-08-31 0
Waiver amortization installment 2018-08-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-08-31 0
Additional cash requirement 2018-08-31 0
Contributions allocatedtoward minimum required contributions for current year 2018-08-31 673,934
Unpaid minimum required contributions for current year 2018-08-31 0
Unpaid minimum required contributions for all years 2018-08-31 0
2017: RETIREMENT PLAN OF THE UFCW NATIONAL HEALTH AND WELFARE FUND 2017 401k membership
Total participants, beginning-of-year 2017-09-01 63
Total number of active participants reported on line 7a of the Form 5500 2017-09-01 27
Number of retired or separated participants receiving benefits 2017-09-01 26
Number of other retired or separated participants entitled to future benefits 2017-09-01 10
Total of all active and inactive participants 2017-09-01 63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-09-01 3
Total participants 2017-09-01 66
Market value of plan assets 2017-08-31 9,869,546
Acturial value of plan assets 2017-08-31 9,869,546
Funding target for retired participants and beneficiaries receiving payment 2017-08-31 4,247,731
Number of terminated vested participants 2017-08-31 8
Fundng target for terminated vested participants 2017-08-31 377,346
Active participant vested funding target 2017-08-31 3,367,266
Number of active participants 2017-08-31 25
Total funding liabilities for active participants 2017-08-31 3,389,301
Total participant count 2017-08-31 61
Total funding target for all participants 2017-08-31 8,014,378
Balance at beginning of prior year after applicable adjustments 2017-08-31 99,979
Amount remaining of carryover balance 2017-08-31 99,979
Present value of excess contributions 2017-08-31 394,530
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-08-31 419,149
Balance of carryovers at beginning of current year 2017-08-31 105,788
Balance of prefunding at beginning of current year 2017-08-31 0
Total employer contributions 2017-08-31 264,116
Contributions allocated toward unpaid minimum require contributions from prior years 2017-08-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-08-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-08-31 240,886
Remaining amount of unpaid minimum required contributions 2017-08-31 0
Minimum required contributions for current year target normal cost 2017-08-31 277,374
Contributions allocatedtoward minimum required contributions for current year 2017-08-31 240,886
Unpaid minimum required contributions for current year 2017-08-31 0
Unpaid minimum required contributions for all years 2017-08-31 0
2016: RETIREMENT PLAN OF THE UFCW NATIONAL HEALTH AND WELFARE FUND 2016 401k membership
Total participants, beginning-of-year 2016-09-01 63
Total number of active participants reported on line 7a of the Form 5500 2016-09-01 26
Number of retired or separated participants receiving benefits 2016-09-01 26
Number of other retired or separated participants entitled to future benefits 2016-09-01 8
Total of all active and inactive participants 2016-09-01 60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-09-01 3
Total participants 2016-09-01 63
2015: RETIREMENT PLAN OF THE UFCW NATIONAL HEALTH AND WELFARE FUND 2015 401k membership
Total participants, beginning-of-year 2015-09-01 64
Total number of active participants reported on line 7a of the Form 5500 2015-09-01 27
Number of retired or separated participants receiving benefits 2015-09-01 25
Number of other retired or separated participants entitled to future benefits 2015-09-01 8
Total of all active and inactive participants 2015-09-01 60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-09-01 3
Total participants 2015-09-01 63
2014: RETIREMENT PLAN OF THE UFCW NATIONAL HEALTH AND WELFARE FUND 2014 401k membership
Total participants, beginning-of-year 2014-09-01 65
Total number of active participants reported on line 7a of the Form 5500 2014-09-01 29
Number of retired or separated participants receiving benefits 2014-09-01 24
Number of other retired or separated participants entitled to future benefits 2014-09-01 8
Total of all active and inactive participants 2014-09-01 61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-09-01 3
Total participants 2014-09-01 64
2013: RETIREMENT PLAN OF THE UFCW NATIONAL HEALTH AND WELFARE FUND 2013 401k membership
Total participants, beginning-of-year 2013-09-01 60
Total number of active participants reported on line 7a of the Form 5500 2013-09-01 30
Number of retired or separated participants receiving benefits 2013-09-01 24
Number of other retired or separated participants entitled to future benefits 2013-09-01 8
Total of all active and inactive participants 2013-09-01 62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-09-01 3
Total participants 2013-09-01 65
2012: RETIREMENT PLAN OF THE UFCW NATIONAL HEALTH AND WELFARE FUND 2012 401k membership
Total participants, beginning-of-year 2012-09-01 61
Total number of active participants reported on line 7a of the Form 5500 2012-09-01 26
Number of retired or separated participants receiving benefits 2012-09-01 22
Number of other retired or separated participants entitled to future benefits 2012-09-01 9
Total of all active and inactive participants 2012-09-01 57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-09-01 3
Total participants 2012-09-01 60
2011: RETIREMENT PLAN OF THE UFCW NATIONAL HEALTH AND WELFARE FUND 2011 401k membership
Total participants, beginning-of-year 2011-09-01 61
Total number of active participants reported on line 7a of the Form 5500 2011-09-01 26
Number of retired or separated participants receiving benefits 2011-09-01 23
Number of other retired or separated participants entitled to future benefits 2011-09-01 9
Total of all active and inactive participants 2011-09-01 58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-09-01 3
Total participants 2011-09-01 61
2010: RETIREMENT PLAN OF THE UFCW NATIONAL HEALTH AND WELFARE FUND 2010 401k membership
Total participants, beginning-of-year 2010-09-01 60
Total number of active participants reported on line 7a of the Form 5500 2010-09-01 26
Number of retired or separated participants receiving benefits 2010-09-01 23
Number of other retired or separated participants entitled to future benefits 2010-09-01 9
Total of all active and inactive participants 2010-09-01 58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-09-01 3
Total participants 2010-09-01 61
2009: RETIREMENT PLAN OF THE UFCW NATIONAL HEALTH AND WELFARE FUND 2009 401k membership
Total participants, beginning-of-year 2009-09-01 60
Total number of active participants reported on line 7a of the Form 5500 2009-09-01 24
Number of retired or separated participants receiving benefits 2009-09-01 22
Number of other retired or separated participants entitled to future benefits 2009-09-01 11
Total of all active and inactive participants 2009-09-01 57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-09-01 3
Total participants 2009-09-01 60

Measure	Date	Value
2022: RETIREMENT PLAN OF THE UFCW NATIONAL HEALTH AND WELFARE FUND 2022 401k membership
Market value of plan assets	2022-08-31	14,500,822
Acturial value of plan assets	2022-08-31	14,500,822
Funding target for retired participants and beneficiaries receiving payment	2022-08-31	6,740,303
Number of terminated vested participants	2022-08-31	8
Fundng target for terminated vested participants	2022-08-31	433,841
Active participant vested funding target	2022-08-31	3,325,335
Number of active participants	2022-08-31	28
Total funding liabilities for active participants	2022-08-31	3,430,485
Total participant count	2022-08-31	70
Total funding target for all participants	2022-08-31	10,604,629
Balance at beginning of prior year after applicable adjustments	2022-08-31	143,403
Prefunding balance at beginning of prior year after applicable adjustments	2022-08-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-08-31	0
Prefunding balanced used to offset prior years funding requirement	2022-08-31	0
Amount remaining of carryover balance	2022-08-31	143,403
Present value of excess contributions	2022-08-31	320,712
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-08-31	337,934
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-08-31	0
Reductions in caryover balances due to elections or deemed elections	2022-08-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-08-31	0
Balance of carryovers at beginning of current year	2022-08-31	167,452
Balance of prefunding at beginning of current year	2022-08-31	0
Total employer contributions	2022-08-31	442,800
Contributions allocated toward unpaid minimum require contributions from prior years	2022-08-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-08-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-08-31	431,020
Remaining amount of unpaid minimum required contributions	2022-08-31	0
Minimum required contributions for current year target normal cost	2022-08-31	300,537
Net shortfall amortization installment of oustanding balance	2022-08-31	0
Waiver amortization installment	2022-08-31	0
Carryover balance elected to use to offset funding requirement	2022-08-31	0
Prefunding balance elected to use to offset funding requirement	2022-08-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-08-31	431,020
Unpaid minimum required contributions for current year	2022-08-31	0
Unpaid minimum required contributions for all years	2022-08-31	0
2021: RETIREMENT PLAN OF THE UFCW NATIONAL HEALTH AND WELFARE FUND 2021 401k membership
Total participants, beginning-of-year	2021-09-01	65
Total number of active participants reported on line 7a of the Form 5500	2021-09-01	29
Number of retired or separated participants receiving benefits	2021-09-01	31
Number of other retired or separated participants entitled to future benefits	2021-09-01	8
Total of all active and inactive participants	2021-09-01	68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-09-01	3
Total participants	2021-09-01	71
Market value of plan assets	2021-08-31	12,762,351
Acturial value of plan assets	2021-08-31	12,762,351
Funding target for retired participants and beneficiaries receiving payment	2021-08-31	6,609,053
Number of terminated vested participants	2021-08-31	7
Fundng target for terminated vested participants	2021-08-31	389,444
Active participant vested funding target	2021-08-31	3,432,786
Number of active participants	2021-08-31	27
Total funding liabilities for active participants	2021-08-31	3,507,934
Total participant count	2021-08-31	67
Total funding target for all participants	2021-08-31	10,506,431
Balance at beginning of prior year after applicable adjustments	2021-08-31	128,878
Prefunding balance at beginning of prior year after applicable adjustments	2021-08-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-08-31	0
Prefunding balanced used to offset prior years funding requirement	2021-08-31	0
Amount remaining of carryover balance	2021-08-31	128,878
Present value of excess contributions	2021-08-31	211,826
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-08-31	223,519
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-08-31	0
Reductions in caryover balances due to elections or deemed elections	2021-08-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-08-31	0
Balance of carryovers at beginning of current year	2021-08-31	143,403
Balance of prefunding at beginning of current year	2021-08-31	0
Total employer contributions	2021-08-31	333,000
Contributions allocated toward unpaid minimum require contributions from prior years	2021-08-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-08-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-08-31	320,712
Remaining amount of unpaid minimum required contributions	2021-08-31	0
Minimum required contributions for current year target normal cost	2021-08-31	318,930
Net shortfall amortization installment of oustanding balance	2021-08-31	0
Waiver amortization installment	2021-08-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-08-31	320,712
Unpaid minimum required contributions for current year	2021-08-31	0
Unpaid minimum required contributions for all years	2021-08-31	0
2020: RETIREMENT PLAN OF THE UFCW NATIONAL HEALTH AND WELFARE FUND 2020 401k membership
Total participants, beginning-of-year	2020-09-01	70
Total number of active participants reported on line 7a of the Form 5500	2020-09-01	23
Number of retired or separated participants receiving benefits	2020-09-01	30
Number of other retired or separated participants entitled to future benefits	2020-09-01	9
Total of all active and inactive participants	2020-09-01	62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-09-01	3
Total participants	2020-09-01	65
Market value of plan assets	2020-08-31	11,893,938
Acturial value of plan assets	2020-08-31	11,893,938
Funding target for retired participants and beneficiaries receiving payment	2020-08-31	5,832,282
Number of terminated vested participants	2020-08-31	7
Fundng target for terminated vested participants	2020-08-31	343,456
Active participant vested funding target	2020-08-31	3,875,610
Number of active participants	2020-08-31	28
Total funding liabilities for active participants	2020-08-31	3,917,781
Total participant count	2020-08-31	67
Total funding target for all participants	2020-08-31	10,093,519
Balance at beginning of prior year after applicable adjustments	2020-08-31	124,124
Prefunding balance at beginning of prior year after applicable adjustments	2020-08-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-08-31	0
Prefunding balanced used to offset prior years funding requirement	2020-08-31	0
Amount remaining of carryover balance	2020-08-31	124,124
Present value of excess contributions	2020-08-31	577,846
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-08-31	610,668
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-08-31	0
Reductions in caryover balances due to elections or deemed elections	2020-08-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-08-31	0
Balance of carryovers at beginning of current year	2020-08-31	128,878
Balance of prefunding at beginning of current year	2020-08-31	0
Total employer contributions	2020-08-31	223,200
Contributions allocated toward unpaid minimum require contributions from prior years	2020-08-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-08-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-08-31	211,826
Remaining amount of unpaid minimum required contributions	2020-08-31	0
Minimum required contributions for current year target normal cost	2020-08-31	351,333
Net shortfall amortization installment of oustanding balance	2020-08-31	0
Waiver amortization installment	2020-08-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-08-31	211,826
Unpaid minimum required contributions for current year	2020-08-31	0
Unpaid minimum required contributions for all years	2020-08-31	0
2019: RETIREMENT PLAN OF THE UFCW NATIONAL HEALTH AND WELFARE FUND 2019 401k membership
Total participants, beginning-of-year	2019-09-01	66
Total number of active participants reported on line 7a of the Form 5500	2019-09-01	28
Number of retired or separated participants receiving benefits	2019-09-01	30
Number of other retired or separated participants entitled to future benefits	2019-09-01	9
Total of all active and inactive participants	2019-09-01	67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-09-01	3
Total participants	2019-09-01	70
Market value of plan assets	2019-08-31	11,438,408
Acturial value of plan assets	2019-08-31	11,438,408
Funding target for retired participants and beneficiaries receiving payment	2019-08-31	4,686,742
Number of terminated vested participants	2019-08-31	7
Fundng target for terminated vested participants	2019-08-31	445,371
Active participant vested funding target	2019-08-31	4,374,488
Number of active participants	2019-08-31	27
Total funding liabilities for active participants	2019-08-31	4,392,145
Total participant count	2019-08-31	63
Total funding target for all participants	2019-08-31	9,524,258
Balance at beginning of prior year after applicable adjustments	2019-08-31	114,463
Prefunding balance at beginning of prior year after applicable adjustments	2019-08-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-08-31	0
Prefunding balanced used to offset prior years funding requirement	2019-08-31	0
Amount remaining of carryover balance	2019-08-31	114,463
Present value of excess contributions	2019-08-31	673,934
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-08-31	713,359
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-08-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-08-31	0
Balance of carryovers at beginning of current year	2019-08-31	124,124
Balance of prefunding at beginning of current year	2019-08-31	0
Total employer contributions	2019-08-31	631,256
Total employee contributions	2019-08-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-08-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-08-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-08-31	577,846
Unpaid minimum required contributions for all prior years	2019-08-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-08-31	0
Remaining amount of unpaid minimum required contributions	2019-08-31	0
Minimum required contributions for current year target normal cost	2019-08-31	332,929
Net shortfall amortization installment of oustanding balance	2019-08-31	0
Waiver amortization installment	2019-08-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-08-31	0
Additional cash requirement	2019-08-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-08-31	577,846
Unpaid minimum required contributions for current year	2019-08-31	0
Unpaid minimum required contributions for all years	2019-08-31	0
2018: RETIREMENT PLAN OF THE UFCW NATIONAL HEALTH AND WELFARE FUND 2018 401k membership
Total participants, beginning-of-year	2018-09-01	66
Total number of active participants reported on line 7a of the Form 5500	2018-09-01	25
Number of retired or separated participants receiving benefits	2018-09-01	29
Number of other retired or separated participants entitled to future benefits	2018-09-01	9
Total of all active and inactive participants	2018-09-01	63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-09-01	3
Total participants	2018-09-01	66
Market value of plan assets	2018-08-31	10,401,649
Acturial value of plan assets	2018-08-31	10,401,649
Funding target for retired participants and beneficiaries receiving payment	2018-08-31	4,214,464
Number of terminated vested participants	2018-08-31	7
Fundng target for terminated vested participants	2018-08-31	378,361
Active participant vested funding target	2018-08-31	3,952,201
Number of active participants	2018-08-31	26
Total funding liabilities for active participants	2018-08-31	3,973,815
Total participant count	2018-08-31	61
Total funding target for all participants	2018-08-31	8,566,640
Balance at beginning of prior year after applicable adjustments	2018-08-31	105,788
Amount remaining of carryover balance	2018-08-31	105,788
Present value of excess contributions	2018-08-31	240,886
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-08-31	255,436
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-08-31	0
Balance of carryovers at beginning of current year	2018-08-31	114,463
Balance of prefunding at beginning of current year	2018-08-31	0
Total employer contributions	2018-08-31	735,359
Contributions allocated toward unpaid minimum require contributions from prior years	2018-08-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-08-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-08-31	673,934
Remaining amount of unpaid minimum required contributions	2018-08-31	0
Minimum required contributions for current year target normal cost	2018-08-31	313,147
Net shortfall amortization installment of oustanding balance	2018-08-31	0
Waiver amortization installment	2018-08-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-08-31	0
Additional cash requirement	2018-08-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-08-31	673,934
Unpaid minimum required contributions for current year	2018-08-31	0
Unpaid minimum required contributions for all years	2018-08-31	0
2017: RETIREMENT PLAN OF THE UFCW NATIONAL HEALTH AND WELFARE FUND 2017 401k membership
Total participants, beginning-of-year	2017-09-01	63
Total number of active participants reported on line 7a of the Form 5500	2017-09-01	27
Number of retired or separated participants receiving benefits	2017-09-01	26
Number of other retired or separated participants entitled to future benefits	2017-09-01	10
Total of all active and inactive participants	2017-09-01	63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-09-01	3
Total participants	2017-09-01	66
Market value of plan assets	2017-08-31	9,869,546
Acturial value of plan assets	2017-08-31	9,869,546
Funding target for retired participants and beneficiaries receiving payment	2017-08-31	4,247,731
Number of terminated vested participants	2017-08-31	8
Fundng target for terminated vested participants	2017-08-31	377,346
Active participant vested funding target	2017-08-31	3,367,266
Number of active participants	2017-08-31	25
Total funding liabilities for active participants	2017-08-31	3,389,301
Total participant count	2017-08-31	61
Total funding target for all participants	2017-08-31	8,014,378
Balance at beginning of prior year after applicable adjustments	2017-08-31	99,979
Amount remaining of carryover balance	2017-08-31	99,979
Present value of excess contributions	2017-08-31	394,530
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-08-31	419,149
Balance of carryovers at beginning of current year	2017-08-31	105,788
Balance of prefunding at beginning of current year	2017-08-31	0
Total employer contributions	2017-08-31	264,116
Contributions allocated toward unpaid minimum require contributions from prior years	2017-08-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-08-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-08-31	240,886
Remaining amount of unpaid minimum required contributions	2017-08-31	0
Minimum required contributions for current year target normal cost	2017-08-31	277,374
Contributions allocatedtoward minimum required contributions for current year	2017-08-31	240,886
Unpaid minimum required contributions for current year	2017-08-31	0
Unpaid minimum required contributions for all years	2017-08-31	0
2016: RETIREMENT PLAN OF THE UFCW NATIONAL HEALTH AND WELFARE FUND 2016 401k membership
Total participants, beginning-of-year	2016-09-01	63
Total number of active participants reported on line 7a of the Form 5500	2016-09-01	26
Number of retired or separated participants receiving benefits	2016-09-01	26
Number of other retired or separated participants entitled to future benefits	2016-09-01	8
Total of all active and inactive participants	2016-09-01	60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-09-01	3
Total participants	2016-09-01	63
2015: RETIREMENT PLAN OF THE UFCW NATIONAL HEALTH AND WELFARE FUND 2015 401k membership
Total participants, beginning-of-year	2015-09-01	64
Total number of active participants reported on line 7a of the Form 5500	2015-09-01	27
Number of retired or separated participants receiving benefits	2015-09-01	25
Number of other retired or separated participants entitled to future benefits	2015-09-01	8
Total of all active and inactive participants	2015-09-01	60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-09-01	3
Total participants	2015-09-01	63
2014: RETIREMENT PLAN OF THE UFCW NATIONAL HEALTH AND WELFARE FUND 2014 401k membership
Total participants, beginning-of-year	2014-09-01	65
Total number of active participants reported on line 7a of the Form 5500	2014-09-01	29
Number of retired or separated participants receiving benefits	2014-09-01	24
Number of other retired or separated participants entitled to future benefits	2014-09-01	8
Total of all active and inactive participants	2014-09-01	61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-09-01	3
Total participants	2014-09-01	64
2013: RETIREMENT PLAN OF THE UFCW NATIONAL HEALTH AND WELFARE FUND 2013 401k membership
Total participants, beginning-of-year	2013-09-01	60
Total number of active participants reported on line 7a of the Form 5500	2013-09-01	30
Number of retired or separated participants receiving benefits	2013-09-01	24
Number of other retired or separated participants entitled to future benefits	2013-09-01	8
Total of all active and inactive participants	2013-09-01	62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-09-01	3
Total participants	2013-09-01	65
2012: RETIREMENT PLAN OF THE UFCW NATIONAL HEALTH AND WELFARE FUND 2012 401k membership
Total participants, beginning-of-year	2012-09-01	61
Total number of active participants reported on line 7a of the Form 5500	2012-09-01	26
Number of retired or separated participants receiving benefits	2012-09-01	22
Number of other retired or separated participants entitled to future benefits	2012-09-01	9
Total of all active and inactive participants	2012-09-01	57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-09-01	3
Total participants	2012-09-01	60
2011: RETIREMENT PLAN OF THE UFCW NATIONAL HEALTH AND WELFARE FUND 2011 401k membership
Total participants, beginning-of-year	2011-09-01	61
Total number of active participants reported on line 7a of the Form 5500	2011-09-01	26
Number of retired or separated participants receiving benefits	2011-09-01	23
Number of other retired or separated participants entitled to future benefits	2011-09-01	9
Total of all active and inactive participants	2011-09-01	58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-09-01	3
Total participants	2011-09-01	61
2010: RETIREMENT PLAN OF THE UFCW NATIONAL HEALTH AND WELFARE FUND 2010 401k membership
Total participants, beginning-of-year	2010-09-01	60
Total number of active participants reported on line 7a of the Form 5500	2010-09-01	26
Number of retired or separated participants receiving benefits	2010-09-01	23
Number of other retired or separated participants entitled to future benefits	2010-09-01	9
Total of all active and inactive participants	2010-09-01	58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-09-01	3
Total participants	2010-09-01	61
2009: RETIREMENT PLAN OF THE UFCW NATIONAL HEALTH AND WELFARE FUND 2009 401k membership
Total participants, beginning-of-year	2009-09-01	60
Total number of active participants reported on line 7a of the Form 5500	2009-09-01	24
Number of retired or separated participants receiving benefits	2009-09-01	22
Number of other retired or separated participants entitled to future benefits	2009-09-01	11
Total of all active and inactive participants	2009-09-01	57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-09-01	3
Total participants	2009-09-01	60

Financial Data on RETIREMENT PLAN OF THE UFCW NATIONAL HEALTH AND WELFARE FUND

Measure	Date	Value
2022 : RETIREMENT PLAN OF THE UFCW NATIONAL HEALTH AND WELFARE FUND 2022 401k financial data
Total plan liabilities at end of year	2022-08-31	$8,330
Total plan liabilities at beginning of year	2022-08-31	$13,050
Total income from all sources	2022-08-31	$-733,613
Expenses. Total of all expenses incurred	2022-08-31	$735,039
Benefits paid (including direct rollovers)	2022-08-31	$654,337
Total plan assets at end of year	2022-08-31	$13,041,218
Total plan assets at beginning of year	2022-08-31	$14,514,590
Value of fidelity bond covering the plan	2022-08-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2022-08-31	$80,702
Other income received	2022-08-31	$-1,176,413
Net income (gross income less expenses)	2022-08-31	$-1,468,652
Net plan assets at end of year (total assets less liabilities)	2022-08-31	$13,032,888
Net plan assets at beginning of year (total assets less liabilities)	2022-08-31	$14,501,540
Total contributions received or receivable from employer(s)	2022-08-31	$442,800
2021 : RETIREMENT PLAN OF THE UFCW NATIONAL HEALTH AND WELFARE FUND 2021 401k financial data
Total plan liabilities at end of year	2021-08-31	$13,050
Total plan liabilities at beginning of year	2021-08-31	$5,625
Total income from all sources	2021-08-31	$2,561,243
Expenses. Total of all expenses incurred	2021-08-31	$711,074
Benefits paid (including direct rollovers)	2021-08-31	$635,579
Total plan assets at end of year	2021-08-31	$14,514,590
Total plan assets at beginning of year	2021-08-31	$12,656,996
Value of fidelity bond covering the plan	2021-08-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2021-08-31	$75,495
Other income received	2021-08-31	$2,116,643
Net income (gross income less expenses)	2021-08-31	$1,850,169
Net plan assets at end of year (total assets less liabilities)	2021-08-31	$14,501,540
Net plan assets at beginning of year (total assets less liabilities)	2021-08-31	$12,651,371
Total contributions received or receivable from employer(s)	2021-08-31	$444,600
2020 : RETIREMENT PLAN OF THE UFCW NATIONAL HEALTH AND WELFARE FUND 2020 401k financial data
Total plan liabilities at end of year	2020-08-31	$5,625
Total plan liabilities at beginning of year	2020-08-31	$6,602
Total income from all sources	2020-08-31	$2,067,284
Expenses. Total of all expenses incurred	2020-08-31	$699,183
Benefits paid (including direct rollovers)	2020-08-31	$604,749
Total plan assets at end of year	2020-08-31	$12,656,996
Total plan assets at beginning of year	2020-08-31	$11,289,872
Value of fidelity bond covering the plan	2020-08-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2020-08-31	$94,434
Other income received	2020-08-31	$1,324,428
Net income (gross income less expenses)	2020-08-31	$1,368,101
Net plan assets at end of year (total assets less liabilities)	2020-08-31	$12,651,371
Net plan assets at beginning of year (total assets less liabilities)	2020-08-31	$11,283,270
Total contributions received or receivable from employer(s)	2020-08-31	$742,856
2019 : RETIREMENT PLAN OF THE UFCW NATIONAL HEALTH AND WELFARE FUND 2019 401k financial data
Total plan liabilities at end of year	2019-08-31	$6,602
Total plan liabilities at beginning of year	2019-08-31	$7,870
Total income from all sources	2019-08-31	$1,179,539
Expenses. Total of all expenses incurred	2019-08-31	$621,363
Benefits paid (including direct rollovers)	2019-08-31	$528,258
Total plan assets at end of year	2019-08-31	$11,289,872
Total plan assets at beginning of year	2019-08-31	$10,732,964
Value of fidelity bond covering the plan	2019-08-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2019-08-31	$93,105
Other income received	2019-08-31	$444,180
Net income (gross income less expenses)	2019-08-31	$558,176
Net plan assets at end of year (total assets less liabilities)	2019-08-31	$11,283,270
Net plan assets at beginning of year (total assets less liabilities)	2019-08-31	$10,725,094
Total contributions received or receivable from employer(s)	2019-08-31	$735,359
2017 : RETIREMENT PLAN OF THE UFCW NATIONAL HEALTH AND WELFARE FUND 2017 401k financial data
Total plan liabilities at end of year	2017-08-31	$15,120
Total plan liabilities at beginning of year	2017-08-31	$13,784
Total income from all sources	2017-08-31	$1,243,900
Expenses. Total of all expenses incurred	2017-08-31	$548,083
Benefits paid (including direct rollovers)	2017-08-31	$459,659
Total plan assets at end of year	2017-08-31	$10,161,334
Total plan assets at beginning of year	2017-08-31	$9,464,181
Value of fidelity bond covering the plan	2017-08-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2017-08-31	$88,424
Other income received	2017-08-31	$811,013
Net income (gross income less expenses)	2017-08-31	$695,817
Net plan assets at end of year (total assets less liabilities)	2017-08-31	$10,146,214
Net plan assets at beginning of year (total assets less liabilities)	2017-08-31	$9,450,397
Total contributions received or receivable from employer(s)	2017-08-31	$432,887
2016 : RETIREMENT PLAN OF THE UFCW NATIONAL HEALTH AND WELFARE FUND 2016 401k financial data
Total plan liabilities at end of year	2016-08-31	$13,784
Total plan liabilities at beginning of year	2016-08-31	$7,284
Total income from all sources	2016-08-31	$1,118,193
Expenses. Total of all expenses incurred	2016-08-31	$536,796
Benefits paid (including direct rollovers)	2016-08-31	$448,783
Total plan assets at end of year	2016-08-31	$9,464,181
Total plan assets at beginning of year	2016-08-31	$8,876,284
Value of fidelity bond covering the plan	2016-08-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2016-08-31	$88,013
Other income received	2016-08-31	$702,286
Net income (gross income less expenses)	2016-08-31	$581,397
Net plan assets at end of year (total assets less liabilities)	2016-08-31	$9,450,397
Net plan assets at beginning of year (total assets less liabilities)	2016-08-31	$8,869,000
Total contributions received or receivable from employer(s)	2016-08-31	$415,907
2015 : RETIREMENT PLAN OF THE UFCW NATIONAL HEALTH AND WELFARE FUND 2015 401k financial data
Total plan liabilities at end of year	2015-08-31	$7,284
Total plan liabilities at beginning of year	2015-08-31	$5,325
Total income from all sources	2015-08-31	$352,333
Expenses. Total of all expenses incurred	2015-08-31	$618,179
Benefits paid (including direct rollovers)	2015-08-31	$437,170
Total plan assets at end of year	2015-08-31	$8,876,284
Total plan assets at beginning of year	2015-08-31	$9,140,171
Value of fidelity bond covering the plan	2015-08-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2015-08-31	$181,009
Other income received	2015-08-31	$-7,170
Net income (gross income less expenses)	2015-08-31	$-265,846
Net plan assets at end of year (total assets less liabilities)	2015-08-31	$8,869,000
Net plan assets at beginning of year (total assets less liabilities)	2015-08-31	$9,134,846
Total contributions received or receivable from employer(s)	2015-08-31	$359,503
2014 : RETIREMENT PLAN OF THE UFCW NATIONAL HEALTH AND WELFARE FUND 2014 401k financial data
Total plan liabilities at end of year	2014-08-31	$5,325
Total plan liabilities at beginning of year	2014-08-31	$5,000
Total income from all sources	2014-08-31	$2,506,566
Expenses. Total of all expenses incurred	2014-08-31	$524,688
Benefits paid (including direct rollovers)	2014-08-31	$380,971
Total plan assets at end of year	2014-08-31	$9,140,171
Total plan assets at beginning of year	2014-08-31	$7,157,968
Value of fidelity bond covering the plan	2014-08-31	$500,000
Expenses. Other expenses not covered elsewhere	2014-08-31	$143,717
Other income received	2014-08-31	$1,101,668
Net income (gross income less expenses)	2014-08-31	$1,981,878
Net plan assets at end of year (total assets less liabilities)	2014-08-31	$9,134,846
Net plan assets at beginning of year (total assets less liabilities)	2014-08-31	$7,152,968
Total contributions received or receivable from employer(s)	2014-08-31	$1,404,898
2013 : RETIREMENT PLAN OF THE UFCW NATIONAL HEALTH AND WELFARE FUND 2013 401k financial data
Total plan liabilities at end of year	2013-08-31	$5,000
Total plan liabilities at beginning of year	2013-08-31	$4,735
Total income from all sources	2013-08-31	$1,354,949
Expenses. Total of all expenses incurred	2013-08-31	$484,993
Benefits paid (including direct rollovers)	2013-08-31	$356,130
Total plan assets at end of year	2013-08-31	$7,157,968
Total plan assets at beginning of year	2013-08-31	$6,287,747
Value of fidelity bond covering the plan	2013-08-31	$500,000
Expenses. Other expenses not covered elsewhere	2013-08-31	$128,863
Other income received	2013-08-31	$692,598
Net income (gross income less expenses)	2013-08-31	$869,956
Net plan assets at end of year (total assets less liabilities)	2013-08-31	$7,152,968
Net plan assets at beginning of year (total assets less liabilities)	2013-08-31	$6,283,012
Total contributions received or receivable from employer(s)	2013-08-31	$662,351
2012 : RETIREMENT PLAN OF THE UFCW NATIONAL HEALTH AND WELFARE FUND 2012 401k financial data
Total plan liabilities at end of year	2012-08-31	$4,735
Total plan liabilities at beginning of year	2012-08-31	$4,526
Total income from all sources	2012-08-31	$1,033,906
Expenses. Total of all expenses incurred	2012-08-31	$467,410
Benefits paid (including direct rollovers)	2012-08-31	$351,703
Total plan assets at end of year	2012-08-31	$6,287,747
Total plan assets at beginning of year	2012-08-31	$5,721,042
Value of fidelity bond covering the plan	2012-08-31	$500,000
Other income received	2012-08-31	$497,644
Net income (gross income less expenses)	2012-08-31	$566,496
Net plan assets at end of year (total assets less liabilities)	2012-08-31	$6,283,012
Net plan assets at beginning of year (total assets less liabilities)	2012-08-31	$5,716,516
Total contributions received or receivable from employer(s)	2012-08-31	$536,262
Expenses. Administrative service providers (salaries,fees and commissions)	2012-08-31	$115,707
2011 : RETIREMENT PLAN OF THE UFCW NATIONAL HEALTH AND WELFARE FUND 2011 401k financial data
Total plan liabilities at end of year	2011-08-31	$4,526
Total plan liabilities at beginning of year	2011-08-31	$5,568
Total income from all sources	2011-08-31	$1,279,344
Expenses. Total of all expenses incurred	2011-08-31	$496,456
Benefits paid (including direct rollovers)	2011-08-31	$382,816
Total plan assets at end of year	2011-08-31	$5,721,042
Total plan assets at beginning of year	2011-08-31	$4,939,196
Value of fidelity bond covering the plan	2011-08-31	$500,000
Other income received	2011-08-31	$487,986
Net income (gross income less expenses)	2011-08-31	$782,888
Net plan assets at end of year (total assets less liabilities)	2011-08-31	$5,716,516
Net plan assets at beginning of year (total assets less liabilities)	2011-08-31	$4,933,628
Total contributions received or receivable from employer(s)	2011-08-31	$791,358
Expenses. Administrative service providers (salaries,fees and commissions)	2011-08-31	$113,640

Form 5500 Responses for RETIREMENT PLAN OF THE UFCW NATIONAL HEALTH AND WELFARE FUND

2021: RETIREMENT PLAN OF THE UFCW NATIONAL HEALTH AND WELFARE FUND 2021 form 5500 responses
2021-09-01	Type of plan entity	Single employer plan
2021-09-01	Plan funding arrangement – Trust	Yes
2021-09-01	Plan benefit arrangement - Trust	Yes
2020: RETIREMENT PLAN OF THE UFCW NATIONAL HEALTH AND WELFARE FUND 2020 form 5500 responses
2020-09-01	Type of plan entity	Single employer plan
2020-09-01	Plan funding arrangement – Trust	Yes
2020-09-01	Plan benefit arrangement - Trust	Yes
2019: RETIREMENT PLAN OF THE UFCW NATIONAL HEALTH AND WELFARE FUND 2019 form 5500 responses
2019-09-01	Type of plan entity	Single employer plan
2019-09-01	Plan funding arrangement – Trust	Yes
2019-09-01	Plan benefit arrangement - Trust	Yes
2018: RETIREMENT PLAN OF THE UFCW NATIONAL HEALTH AND WELFARE FUND 2018 form 5500 responses
2018-09-01	Type of plan entity	Single employer plan
2018-09-01	Plan funding arrangement – Trust	Yes
2018-09-01	Plan benefit arrangement - Trust	Yes
2017: RETIREMENT PLAN OF THE UFCW NATIONAL HEALTH AND WELFARE FUND 2017 form 5500 responses
2017-09-01	Type of plan entity	Single employer plan
2017-09-01	Plan funding arrangement – Trust	Yes
2017-09-01	Plan benefit arrangement - Trust	Yes
2016: RETIREMENT PLAN OF THE UFCW NATIONAL HEALTH AND WELFARE FUND 2016 form 5500 responses
2016-09-01	Type of plan entity	Single employer plan
2016-09-01	Plan funding arrangement – Trust	Yes
2016-09-01	Plan benefit arrangement - Trust	Yes
2015: RETIREMENT PLAN OF THE UFCW NATIONAL HEALTH AND WELFARE FUND 2015 form 5500 responses
2015-09-01	Type of plan entity	Single employer plan
2015-09-01	Submission has been amended	Yes
2015-09-01	Plan funding arrangement – Trust	Yes
2015-09-01	Plan benefit arrangement - Trust	Yes
2014: RETIREMENT PLAN OF THE UFCW NATIONAL HEALTH AND WELFARE FUND 2014 form 5500 responses
2014-09-01	Type of plan entity	Single employer plan
2014-09-01	Plan funding arrangement – Trust	Yes
2014-09-01	Plan benefit arrangement - Trust	Yes
2013: RETIREMENT PLAN OF THE UFCW NATIONAL HEALTH AND WELFARE FUND 2013 form 5500 responses
2013-09-01	Type of plan entity	Single employer plan
2013-09-01	Plan funding arrangement – Trust	Yes
2013-09-01	Plan benefit arrangement - Trust	Yes
2012: RETIREMENT PLAN OF THE UFCW NATIONAL HEALTH AND WELFARE FUND 2012 form 5500 responses
2012-09-01	Type of plan entity	Single employer plan
2012-09-01	Plan funding arrangement – Trust	Yes
2012-09-01	Plan benefit arrangement - Trust	Yes
2011: RETIREMENT PLAN OF THE UFCW NATIONAL HEALTH AND WELFARE FUND 2011 form 5500 responses
2011-09-01	Type of plan entity	Single employer plan
2011-09-01	Plan funding arrangement – Trust	Yes
2011-09-01	Plan benefit arrangement - Trust	Yes
2010: RETIREMENT PLAN OF THE UFCW NATIONAL HEALTH AND WELFARE FUND 2010 form 5500 responses
2010-09-01	Type of plan entity	Single employer plan
2010-09-01	Plan funding arrangement – Trust	Yes
2010-09-01	Plan benefit arrangement - Trust	Yes
2009: RETIREMENT PLAN OF THE UFCW NATIONAL HEALTH AND WELFARE FUND 2009 form 5500 responses
2009-09-01	Type of plan entity	Single employer plan
2009-09-01	This submission is the final filing	No
2009-09-01	Plan funding arrangement – Trust	Yes
2009-09-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	UFCW NATIONAL HEALTH AND WELFARE FUND
Employer identification number (EIN):	221458594
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations