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Original filing (PDF)20250913201942NAL0001587555001
TRUSTEES UFCW L 1262 & EMP H&W FD
Form 5500
FILING_RECEIVED
UFCW LOCAL 1262 & EMPLOYERS HEALTH & WELFARE FUND
Health & welfare plan
Signals · 3
~1867 bps in Sched C feesNo recordkeeper disclosed17 service providers
Active participants
3,278
Accounts w/ balance
—
Plan assets (EOY)
$15.1M
Net assets (EOY)
$7.5M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 1867 bps in Schedule C fees — 6339% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRUSTEES UFCW L 1262 & EMP H&W FD.
Plan sponsor
Name
TRUSTEES UFCW L 1262 & EMP H&W FD
EIN
23-7042767
Address
1389 BROAD STREET · CLIFTON, NJ · 07013
Phone
(973) 778-5800
Industry
Supermarkets & Other Grocery Stores· Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2023
Plan year begin
2023-12-01
Tax period
2024-11-30
Filed
2025-09-13
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4Q · Other
Audit & trust (Schedule H)
Auditor
NOVAK FRANCELLA, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
17 rowsOther
17| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HORIZON HEALTHCARE SERVICES, INC. | 22-0999690 | — | NONE | $1.0M | — |
| UFCW LOCAL 1262 PENSION FUND | 22-6074414 | — | AFFILIATED BENEFIT FUND | $857K | — |
| UFCW LOCAL 1262 | 22-1339607 | — | AFFILIATED LABOR ORG | $211K | — |
| FRANK VACCARO & ASSOCIATES, INC. | 23-2148108 | — | NONE | $177K | — |
| EXPRESS SCRIPTS | 43-1420563 | — | NONE | $128K | — |
| HORIZON HEALTHCARE DENTAL SERVICES | 22-3267136 | — | NONE | $95K | — |
| THE SEGAL COMPANY (EASTERN STATES) | 13-1835864 | — | NONE | $60K | — |
| MORGAN, LEWIS & BOCKIUS LLP | 23-0891050 | — | NONE | $57K | — |
| NOVAK FRANCELLA LLC | 61-1436956 | — | NONE | $42K | — |
| CARELON BEHAVIORAL HEALTH, INC. | 54-1414194 | — | NONE | $40K | — |
| MURPHY ANDERSON PLLC | 26-3092374 | — | NONE | $37K | — |
| CHARTWELL INVESTMENT PARTNERS | 36-4776242 | — | NONE | $18K | — |
| SEGALL, BRYANT & HAMILL | 35-2679129 | — | NONE | $14K | — |
| INVESTMENT PERFORMANCE SERVICES LLC | 58-2432390 | — | NONE | $10K | — |
| OCEAN COMPUTER GROUP, INC. | 22-2595133 | — | NONE | $9K | — |
| PDI, INC. | — | — | NONE | $8K | — |
| RJ DAVIS ASSOCIATES | — | SHREWSBURY, NJ | NONE | $3K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.