2023 Form 5500 filing — Southern California Ufcw Unions And Food Employers Joint Pension Trust 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 20250110115508NAL0028606466001) for Southern California Ufcw Unions And Food Employers Joint Pension Trust Fund, reported by Board Of Trustees, So Ca Ufcw Unions & Food Employers under EIN 95-1939092 and plan number 001. It reports 191,280 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250110115508NAL0028606466001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, So Ca Ufcw Unions & Food Employers
- EIN
- 95-1939092
- Plan number
- 001
- Location
- Cypress, CA
- Participants
- 191,280
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,233,959,073
- Total liabilities (EOY)
- $5,318,668
- Net assets (EOY)
- $5,228,640,405
- Employer contributions
- $310,425,451
- Total income / additions
- $856,453,643
- Benefits paid
- $515,044,179
- Administrative expenses
- $30,745,689
- Total expenses
- $545,789,868
- Net increase / (decrease)
- $310,663,775
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sc Ufcw Administration LLC | NONE | $6,730,435 | not reported in the loaded dataset |
| Meketa Investment Group | NONE | $1,222,202 | not reported in the loaded dataset |
| Bny Mellon Investment Adviser Inc | NONE | $1,203,602 | not reported in the loaded dataset |
| Horizon Actuarial Services, LLC | NONE | $964,871 | not reported in the loaded dataset |
| J.P. Morgan Investment Mgmt Inc. | NONE | $949,095 | not reported in the loaded dataset |
| Victory Capital | NONE | $821,736 | $0 |
| Acadian Asset Management | NONE | $793,828 | not reported in the loaded dataset |
| Kayne Anderson | NONE | $712,096 | $0 |
| Patterson Capital Management | NONE | $641,202 | not reported in the loaded dataset |
| Artisan Partners | NONE | $639,999 | $0 |
| Dra Advisors | NONE | $602,867 | not reported in the loaded dataset |
| American Realty Advisors | NONE | $582,694 | not reported in the loaded dataset |
| The Segal Co. (Ws) Inc. | NONE | $560,743 | not reported in the loaded dataset |
| Seyfarth Shaw | NONE | $546,913 | not reported in the loaded dataset |
| Schwartz, Steinsapir, Dohrmann | NONE | $391,734 | not reported in the loaded dataset |
| Northern Trust Capital Management | NONE | $384,561 | not reported in the loaded dataset |
| Northern Trust Company | NONE | $312,077 | not reported in the loaded dataset |
| Ubs Realty Investors LLC | NONE | $291,826 | not reported in the loaded dataset |
| Rockpoint Real Estate Fund Vi Fr,Lp | NONE | $262,706 | $0 |
| Miller Kaplan Arase Llp | NONE | $188,997 | not reported in the loaded dataset |
| Marsh & Mclennan Agency LLC | NONE | $0 | $147,052 |
| Rockpoint Real Estate Fund V, Lp | NONE | $128,875 | not reported in the loaded dataset |
| Intercontinental Real Estate Corp | NONE | $65,027 | not reported in the loaded dataset |
| Adaptivedge LLC | NONE | $56,361 | not reported in the loaded dataset |
| State Street Global Advisors | NONE | $51,125 | $0 |
| 1111 Systems | NONE | $43,566 | not reported in the loaded dataset |
| Skiff & Associates Consulting Inc. | NONE | $39,496 | not reported in the loaded dataset |
| Matrix Group International Inc. | NONE | $36,112 | not reported in the loaded dataset |
| Sirius Computer Solutions Inc. | NONE | $32,557 | not reported in the loaded dataset |
| Kofax Inc. | NONE | $25,713 | not reported in the loaded dataset |
| Computacenter Fusionstorm Inc | NONE | $21,081 | not reported in the loaded dataset |
| Xtivia Inc. | NONE | $20,873 | not reported in the loaded dataset |
| Abel Noser Solutions | NONE | $15,750 | not reported in the loaded dataset |
| Wells Fargo Bank Na | NONE | $15,472 | not reported in the loaded dataset |
| Erisa Advisory Group | NONE | $12,333 | not reported in the loaded dataset |
| Gartner Inc | NONE | $11,219 | not reported in the loaded dataset |
| Snow Software Inc | NONE | $8,468 | not reported in the loaded dataset |
| Blytheco Inc. | NONE | $7,106 | not reported in the loaded dataset |
| Open Text Inc | NONE | $6,691 | not reported in the loaded dataset |
| Flagship Pioneering Fund Inc | NONE | $6,557 | not reported in the loaded dataset |
| Chubb | NONE | $5,817 | not reported in the loaded dataset |
| Getbridge LLC | NONE | $5,756 | not reported in the loaded dataset |
| Adp | NONE | $5,721 | not reported in the loaded dataset |
| Gmi | NONE | $5,020 | not reported in the loaded dataset |