2023 Form 5500 filing — Rocky Mountain Ufcw Unions And Employers Retail And Meat 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 20241014180317NAL0047099152001) for Rocky Mountain Ufcw Unions And Employers Retail And Meat Pension Plan, reported by Trustees Of The Rocky Mountain Ufcw Pension Plan C/O Zenith American S under EIN 84-6045986 and plan number 001. It reports 67,373 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014180317NAL0047099152001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of The Rocky Mountain Ufcw Pension Plan C/O Zenith American S
- EIN
- 84-6045986
- Plan number
- 001
- Location
- Arvada, CO
- Participants
- 67,373
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,283,717,370
- Total liabilities (EOY)
- $1,069,153
- Net assets (EOY)
- $1,282,648,217
- Employer contributions
- $45,598,366
- Total income / additions
- $148,702,533
- Benefits paid
- $106,127,750
- Administrative expenses
- $7,422,972
- Total expenses
- $113,550,722
- Net increase / (decrease)
- $35,151,811
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zenith American Solutions | NONE | $1,030,193 | not reported in the loaded dataset |
| Jp Morgan Investment Mgmt, Inc. | NONE | $927,312 | not reported in the loaded dataset |
| Bny Mellon Invest Advisors | NONE | $668,011 | not reported in the loaded dataset |
| The Segal Company, Inc | NONE | $471,762 | not reported in the loaded dataset |
| Hamilton Lane Advisors, LLC | NONE | $386,688 | not reported in the loaded dataset |
| Timessquare Capital Mgmt LLC | NONE | $295,709 | $0 |
| Horizon Actuarial Services, LLC | NONE | $285,175 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $270,000 | not reported in the loaded dataset |
| Brandywine Investment Mgmt, LLC | NONE | $261,306 | $0 |
| Panagora Asset Management | NONE | $240,227 | $0 |
| Loomis Sayles & Company Lp | NONE | $147,803 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $120,019 | not reported in the loaded dataset |
| Reinhart Boerner Van Deuren, Sc | NONE | $118,478 | not reported in the loaded dataset |
| Bmo Harris | NONE | $116,176 | $0 |
| Lazard Asset Management LLC | NONE | $100,301 | $0 |
| Segall Bryant & Hamill, LLC | NONE | $88,187 | not reported in the loaded dataset |
| Spencer Fane, Llp | NONE | $53,305 | not reported in the loaded dataset |
| Segal Select Insurance Services | NONE | $0 | $38,295 |