2023 Form 5500 filing — Ufcw And Safeway Variable Annuity Pension Fund
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241013203154NAL0042859792003) for Ufcw And Safeway Variable Annuity Pension Fund, reported by Board Of Trustees - Ufcw And Safeway Variable Annuity Pension Fund under EIN 86-2084988 and plan number 001. It reports 6,106 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013203154NAL0042859792003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Board Of Trustees - Ufcw And Safeway Variable Annuity Pension Fund
- EIN
- 86-2084988
- Plan number
- 001
- Location
- Sparks, MD
- Participants
- 6,106
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,050,026
- Total liabilities (EOY)
- $251,334
- Net assets (EOY)
- $23,798,692
- Employer contributions
- $7,436,701
- Total income / additions
- $8,528,128
- Administrative expenses
- $1,565,174
- Total expenses
- $1,565,174
- Net increase / (decrease)
- $6,962,954
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Associated Administrators | NONE | $352,552 | not reported in the loaded dataset |
| Cheiron Inc | NONE | $257,560 | not reported in the loaded dataset |
| Slevin & Hart | NONE | $142,719 | not reported in the loaded dataset |
| Investment Performance Services LLC | NONE | $117,500 | $0 |
| Schulte Roth & Zabel Llp | NONE | $58,812 | not reported in the loaded dataset |
| Calibre Cpa Group Pllc | NONE | $30,555 | not reported in the loaded dataset |