2023 Form 5500 filing — Ufcw Local 1500 Pension Plan
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 20241014092800NAL0014700227001) for Ufcw Local 1500 Pension Plan, reported by Board Of Trustees U.F.C.W. Local 1500 Pension Fund under EIN 23-7176372 and plan number 001. It reports 31,577 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014092800NAL0014700227001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees U.F.C.W. Local 1500 Pension Fund
- EIN
- 23-7176372
- Plan number
- 001
- Location
- Westbury, NY
- Participants
- 31,577
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $880,160,671
- Total liabilities (EOY)
- $1,035,792
- Net assets (EOY)
- $879,124,879
- Employer contributions
- $13,775,567
- Total income / additions
- $102,191,280
- Benefits paid
- $34,656,737
- Administrative expenses
- $4,898,322
- Total expenses
- $39,555,059
- Net increase / (decrease)
- $62,636,221
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sei Investment Management Company | NONE | $2,136,434 | $0 |
| Ufcw Local 1500 | AFFILIATED LABOR UNION | $730,802 | not reported in the loaded dataset |
| Aria Employee Benefit Services Inc | NONE | $348,300 | not reported in the loaded dataset |
| The Segal Company | NONE | $124,440 | not reported in the loaded dataset |
| Associated Administrators LLC | NONE | $93,003 | not reported in the loaded dataset |
| Ufcw Local 1500 Building, Inc | AFFILIATED TITLE HOLDING | $86,300 | not reported in the loaded dataset |
| Archer, Byington, Glennon & Levine | NONE | $51,048 | not reported in the loaded dataset |
| Berdon Llp | NONE | $41,800 | not reported in the loaded dataset |
| Paragon Consulting Services Inc | NONE | $38,298 | not reported in the loaded dataset |
| Paper & Ink Graphics LLC | NONE | $21,835 | not reported in the loaded dataset |
| Modern Admin | NONE | $9,815 | not reported in the loaded dataset |
| Ajv LLC | NONE | $9,301 | not reported in the loaded dataset |