2023 Form 5500 filing — Retail Food Employers & Ufcw Local 711 Pension
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 20241015162351NAL0030329329004) for Retail Food Employers & Ufcw Local 711 Pension, reported by Board Of Trustees Retail Food Employers & Ufcw Local 711 Pension under EIN 51-6031512 and plan number 001. It reports 23,053 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015162351NAL0030329329004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Retail Food Employers & Ufcw Local 711 Pension
- EIN
- 51-6031512
- Plan number
- 001
- Location
- Murray, UT
- Participants
- 23,053
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $355,457,200
- Total liabilities (EOY)
- $316,789
- Net assets (EOY)
- $355,140,411
- Employer contributions
- $19,842,477
- Total income / additions
- $57,433,639
- Benefits paid
- $31,009,931
- Administrative expenses
- $4,402,249
- Total expenses
- $35,412,180
- Net increase / (decrease)
- $22,021,459
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Southwest Service Administrators | NONE | $765,288 | not reported in the loaded dataset |
| Horizon Actuarial Services, LLC | NONE | $652,649 | not reported in the loaded dataset |
| Jp Morgan Investment Management Inc | NONE | $457,886 | not reported in the loaded dataset |
| The Segal Company | NONE | $318,504 | not reported in the loaded dataset |
| Bny Mellon Invt Mgmt / Walter Scott | NONE | $300,344 | not reported in the loaded dataset |
| Meketa Investment Group | NONE | $180,000 | not reported in the loaded dataset |
| Us Bank | NONE | $162,499 | $0 |
| Champlain Investment Partners LLC | NONE | $140,398 | $0 |
| Seyfarth Shaw | NONE | $88,815 | not reported in the loaded dataset |
| Prudential Insurance Company Of Am | NONE | $80,691 | $0 |
| Ullico Infrastructure Tax Exempt Fd | NONE | $52,585 | $0 |
| Mccraken,Stemerman And Holsberry | NONE | $49,437 | not reported in the loaded dataset |
| Ironside Investment Iii | NONE | $0 | $43,479 |
| Acadian Asset Management Company | NONE | $39,836 | not reported in the loaded dataset |
| Henningfield & Associates, Inc. | NONE | $38,835 | not reported in the loaded dataset |
| Ironside Direct Iv | NONE | $0 | $28,553 |
| Black Rock Institutional | NONE | $25,000 | not reported in the loaded dataset |
| Dfa - The Small Cap Subtrust | NONE | $23,708 | not reported in the loaded dataset |
| Ironside Partnership Fund Iv, Lp | NONE | $0 | $20,142 |
| Ironside Partnership Fund Iii Lp | NONE | $0 | $18,562 |
| Wellington Trust Company | NONE | $16,063 | $0 |
| Dfa Emerging Markets Value Portfoli | NONE | $0 | $0 |
| Gqg Partners LLC | NONE | $0 | $0 |