Form 5500 · Employee benefit plan · PLYMOUTH MEETING, PA
BOARD OF TRUSTEES OF THE UFCW H&W FUND OF NE PA
The filing calls this plan UNITED FOOD & COMMERCIAL WORKERS HEALTH & WELFARE FUND OF NORTHEASTERN PENNSYLVANIA.
BOARD OF TRUSTEES OF THE UFCW H&W FUND OF NE PA of PLYMOUTH MEETING, PA is a 1,876-participant retail employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is DELAWARE VALLEY HEALTH CARE. Coverage is written through GEISINGER QUALITY OPTIONS, INC. and 2 other carriers. The plan's most recent policy period ended in March.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 23-7428852 · plan 501 · plan year 2025, filed Jan 14, 2026
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How this plan is funded
Both, as reported
The medical insurance contracts on the filing cover fewer than half the people in the plan, so the rest is paid another way.
A stop-loss policy appears on a Form 5500 only when the plan itself is the beneficiary, or the premiums are paid from plan money. Many employers buy stop-loss and never report it here. So a plan with no stop-loss on its filing may still have it.
Benefits declared on this filing
Dental: DELTA DENTAL OF PENNSYLVANIA covers 33 of 1,876 participants (1.8%) on Schedule A.
Also declared: death benefits.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 3 insured contracts covering health, dental and life.
The filing declares health, dental, life, vision and disability. Vision and disability appear with no insured contract on Schedule A. That coverage may be self-funded, or placed with a carrier that is not on this filing.
Reported premium is $2,021,956; the filing discloses no broker commission on these contracts.
The health contract's policy period ended in March, while at least one ancillary line's policy period ended in February. The plan is on a split renewal cycle.
DELAWARE VALLEY HEALTH CARE is the broker of record on 1 of the 3 contracts; the rest name a different broker or none.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| GEISINGER QUALITY OPTIONS, INC. | Health | 448 | Apr 1, 2025 | $1,983,480 | $0 |
| THE UNION LABOR LIFE INSURANCE COMPANY | Life | 445 | Mar 1, 2025 | $33,762 | $0 |
| DELTA DENTAL OF PENNSYLVANIA | Dental | 33 | Apr 1, 2025 | $4,714 | $0 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.
Money the plan held and paid out
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H
These are the plan's own figures from Schedule H, the financial statement it files. They are not the premium on Schedule A.
How this plan compares
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