2023 Form 5500 filing — Ufcw Local One Pension 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 20250121101041NAL0003379201001) for Ufcw Local One Pension Fund, reported by Brd Of Ttees Ufcw Local One Pension Fund under EIN 16-6144007 and plan number 001. It reports 18,879 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250121101041NAL0003379201001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Brd Of Ttees Ufcw Local One Pension Fund
- EIN
- 16-6144007
- Plan number
- 001
- Location
- Oriskany, NY
- Participants
- 18,879
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $987,863,649
- Total liabilities (EOY)
- $1,072,523
- Net assets (EOY)
- $986,791,126
- Employer contributions
- $2,430,232
- Total income / additions
- $854,226,408
- Benefits paid
- $48,795,111
- Administrative expenses
- $3,137,322
- Total expenses
- $51,932,433
- Net increase / (decrease)
- $802,293,975
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Loomis Sayles | NONE | $329,896 | not reported in the loaded dataset |
| Slevin & Hart, Pc | ATTORNEY | $298,553 | not reported in the loaded dataset |
| Cheiron | NONE | $207,590 | not reported in the loaded dataset |
| Investment Performance Services | INVESTMENT CONSULTANT | $125,000 | not reported in the loaded dataset |
| Fred Alger Management | NONE | $124,817 | not reported in the loaded dataset |
| Hgk Asset Management/Hudson Edge | INVESTMENT MANAGER | $123,856 | not reported in the loaded dataset |
| Northern Trust Company | INVESTMENT CUSTODIAN | $95,672 | not reported in the loaded dataset |
| Zachary Gehan | EMPLOYEE | $77,825 | not reported in the loaded dataset |
| Foundry Partners, LLC | NONE | $71,780 | not reported in the loaded dataset |
| Victory Capital Management, Inc. | INVESTMENT MANAGER | $63,826 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | RECORDKEEPING AND INFO | $46,084 | not reported in the loaded dataset |
| Chartwell Investment Partners | NONE | $44,938 | not reported in the loaded dataset |
| Lauren Testa | EMPLOYEE | $44,690 | not reported in the loaded dataset |
| Kristin Owen | EMPLOYEE | $35,935 | not reported in the loaded dataset |
| Weaver & Tidwell, Llp | UNION ACCOUNTANT | $31,394 | not reported in the loaded dataset |
| Segall Bryant & Hamill | NONE | $26,431 | not reported in the loaded dataset |
| Emilia D'Ambro | EMPLOYEE | $26,141 | not reported in the loaded dataset |
| Charlene Broccoli | EMPLOYEE | $25,694 | not reported in the loaded dataset |
| Brian Freeman | EMPLOYEE | $23,048 | not reported in the loaded dataset |
| Michael Ciancaglini | EMPLOYEE | $22,636 | not reported in the loaded dataset |
| Kelley Mclaughlin | EMPLOYEE | $17,904 | not reported in the loaded dataset |
| Jean Pawelek | EMPLOYEE | $15,441 | not reported in the loaded dataset |
| Peter Decarlo Cpa Pllc | UNION ACCOUNTANT | $15,000 | not reported in the loaded dataset |
| Michael Bull | NONE | $12,000 | not reported in the loaded dataset |
| Bondartech | IT CONSULTANT | $11,030 | not reported in the loaded dataset |
| Regina Heiland | EMPLOYEE | $9,648 | not reported in the loaded dataset |
| Newton Investment Management | INVESTMENT MANAGER | $5,203 | not reported in the loaded dataset |