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Original filing (PDF)20250814185554NAL0009839297001
UFCW LOCAL 1995 AND EMPLOYER HEALTH AND WELFARE FUND
Form 5500
FILING_RECEIVED
UFCW LOCAL 1995 AND EMPLOYER HEALTH AND WELFARE FUND
Health & welfare plan
Signals · 2
~23619 bps in Sched C feesNo recordkeeper disclosed
Active participants
6,430
Accounts w/ balance
—
Plan assets (EOY)
$1.2M
Net assets (EOY)
-$2.2M
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
- 23619 bps in Schedule C fees — 45321% above peer band of 52 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 UFCW LOCAL 1995 AND EMPLOYER HEALTH AND WELFARE FUND.
Plan sponsor
Name
UFCW LOCAL 1995 AND EMPLOYER HEALTH AND WELFARE FUND
EIN
58-6055205
Address
1740 PHOENIX PARKWAY · ATLANTA, GA · 30249
Phone
(770) 997-9910
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2023
Plan year begin
2023-11-01
Tax period
2024-10-31
Filed
2025-08-14
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4C · Supplemental Unemployment
4D · Dental
4E · Vision
4H · Long-Term Disability
4L · Death Benefits (other than life insurance)
Audit & trust (Schedule H)
Auditor
CALIBRE CPA GROUP PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF TENNESSEE | 62-0427913 | — | NONE | $1.9M | — |
| UFCW & EMPLOYERS BENEFITS ADMIN LLC | 77-0613772 | — | NONE | $655K | — |
| REINHART, BOERNER, VAN DEUREN | 39-1126909 | — | NONE | $94K | — |
| BHA CONSULTING, LLC | 26-1384808 | — | NONE | $66K | — |
| CALIBRE CPA GROUP PLLC | 47-0900880 | — | NONE | $31K | — |
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.