2023 Form 5500 filing — Ufcw Local 1776 & Participating Employers 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 20241014074650NAL0051454722003) for Ufcw Local 1776 & Participating Employers Pension Fund, reported by Ufcw Local 1776 & Participating Employer Pension Fund under EIN 23-6461717 and plan number 001. It reports 5,253 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014074650NAL0051454722003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Ufcw Local 1776 & Participating Employer Pension Fund
- EIN
- 23-6461717
- Plan number
- 001
- Location
- Plymouth Meeting, PA
- Participants
- 5,253
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $72,130,479
- Total liabilities (EOY)
- $64,996
- Net assets (EOY)
- $72,065,483
- Employer contributions
- $1,904,026
- Total income / additions
- $8,154,973
- Benefits paid
- $3,429,637
- Administrative expenses
- $793,406
- Total expenses
- $4,223,043
- Net increase / (decrease)
- $3,931,930
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo Advisors | NONE | $134,120 | not reported in the loaded dataset |
| Healthcare Strategies | NONE | $110,783 | not reported in the loaded dataset |
| Us Bank | NONE | $91,499 | not reported in the loaded dataset |
| Cbiz | NONE | $82,648 | not reported in the loaded dataset |
| Hardman Johnston Global Advisors | NONE | $69,040 | not reported in the loaded dataset |
| Rbc Wealth Management | NONE | $34,290 | not reported in the loaded dataset |
| Prudential Insurance Co. | NONE | $31,589 | not reported in the loaded dataset |
| Chartwell Investment Partners | NONE | $27,372 | not reported in the loaded dataset |
| Willig Williams & Davidson | NONE | $19,720 | not reported in the loaded dataset |
| Alan Ross & Company | NONE | $17,250 | not reported in the loaded dataset |
| Sentinel Real Estate Fund, Lp | NONE | $0 | $0 |