2023 Form 5500 filing — Ufcw Unions And Participating Employers 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 20241015144154NAL0030019457001) for Ufcw Unions And Participating Employers Pension Plan, reported by Board Of Trustees The Ufcw Unions And Participating Employers Pension under EIN 52-6117495 and plan number 002. It reports 11,809 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015144154NAL0030019457001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees The Ufcw Unions And Participating Employers Pension
- EIN
- 52-6117495
- Plan number
- 002
- Location
- Landover, MD
- Participants
- 11,809
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $101,127,273
- Total liabilities (EOY)
- $852,036
- Net assets (EOY)
- $100,275,237
- Employer contributions
- $5,279,285
- Total income / additions
- $13,391,019
- Benefits paid
- $15,315,805
- Administrative expenses
- $2,170,837
- Total expenses
- $17,486,642
- Net increase / (decrease)
- -$4,095,623
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Associated Administrators LLC | NONE | $665,442 | not reported in the loaded dataset |
| Cheiron Inc | NONE | $156,661 | not reported in the loaded dataset |
| Slevin Hart Pc | NONE | $143,839 | not reported in the loaded dataset |
| Hamilton Lane Partners | NONE | $98,107 | not reported in the loaded dataset |
| Intercontinental Real Estate Corpor | NONE | $95,773 | not reported in the loaded dataset |
| Investment Performance Service | NONE | $90,000 | not reported in the loaded dataset |
| Morgan Lewis & Bockius Llp | NONE | $89,793 | not reported in the loaded dataset |
| Loomis Sayles | NONE | $67,522 | not reported in the loaded dataset |
| Johnston Global Advisors | NONE | $63,055 | not reported in the loaded dataset |
| Wedge Capital Management Lp | NONE | $55,827 | $0 |
| Withumsmith+Brown | NONE | $55,574 | not reported in the loaded dataset |
| Westfield Capital Management | NONE | $33,719 | $0 |
| Chartwell Investment Partners LLC | NONE | $27,607 | not reported in the loaded dataset |
| Segall Bryant & Hamill | NONE | $19,021 | not reported in the loaded dataset |
| Pnc | NONE | $10,598 | not reported in the loaded dataset |
| Loeffler Labor Consultants | NONE | $5,250 | not reported in the loaded dataset |