Original filing (PDF)20251014080219NAL0002284545002

UFCW LOCAL 50-627 SEVERANCE PAY FUND

Name: UFCW LOCAL 50-627 SEVERANCE PAY FUND — Form 5500 (2024)
Creator: UFCW LOCAL 50-627 SEVERANCE PAY FUND

Form 5500

FILING_RECEIVED

Health & welfare plan

Signals · 3

53% in single holding~243 bps in Sched C feesNo recordkeeper disclosed

Active participants

146

Accounts w/ balance

—

Plan assets (EOY)

$497K

Net assets (EOY)

$485K

How this plan invests

This plan

2 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

/ 100

Grade C

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UFCW LOCAL 50-627 SEVERANCE PAY FUND.

Plan sponsor

Name

UFCW LOCAL 50-627 SEVERANCE PAY FUND

EIN

13-6415226

Address

1461 LAKELAND AVE. SUITE 1 · BOHEMIA, NY · 11716

Phone

(516) 747-5980

Industry

Supermarkets & Other Grocery Stores· Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Welfare benefit codes

4I · Severance Pay

Audit & trust (Schedule H)

Auditor

NOVAK FRANCELLA, LLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
PROSKAUER ROSE, LLP	—	NEW YORK, NY	NONE	$12K	—

Investments

2 direct securities· $488K(98% of reported assets)

PI						% of plan
	Amalgamated Bank Interest Bearing Account IBA Demand Var %	Other securities	—	$258K	$258K	52.0%
	Flagstar Monogram Insurance MMA Demand Var	Other securities	—	$230K	$230K	46.3%