2023 Form 5500 filing — Ufcw Intl Union Pension Plan For Employees
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 20250214092249NAL0024426625002) for Ufcw Intl Union Pension Plan For Employees, reported by Executive Committee Of The U.F.C.W Intl Union under EIN 81-2741678 and plan number 001. It reports 7,900 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250214092249NAL0024426625002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Executive Committee Of The U.F.C.W Intl Union
- EIN
- 81-2741678
- Plan number
- 001
- Location
- Washington, DC
- Participants
- 7,900
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,139,248,178
- Total liabilities (EOY)
- $908,037
- Net assets (EOY)
- $1,138,340,141
- Employer contributions
- $42,905,021
- Participant contributions
- $7,226,940
- Total income / additions
- $129,090,408
- Benefits paid
- $116,690,473
- Administrative expenses
- $5,586,022
- Total expenses
- $122,276,495
- Net increase / (decrease)
- $6,813,913
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| United Food And Commercial Workers | EMPLOYER | $658,793 | not reported in the loaded dataset |
| Bell Asset Management Limited | NONE | $574,448 | not reported in the loaded dataset |
| Hardman Johnston | NONE | $368,675 | not reported in the loaded dataset |
| Lsv Asset Management | NONE | $340,911 | not reported in the loaded dataset |
| American Realty Advisors | NONE | $316,788 | not reported in the loaded dataset |
| Cheiron Inc. | NONE | $248,653 | not reported in the loaded dataset |
| Boston Trust & Investment Managemen | NONE | $247,621 | $0 |
| Loomis Sayles | NONE | $233,654 | not reported in the loaded dataset |
| Sterling United Properties | NONE | $221,389 | not reported in the loaded dataset |
| Intercontinental Real Estate Corp | NONE | $214,033 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $213,042 | not reported in the loaded dataset |
| Comerica | NONE | $201,425 | $0 |
| Slevin & Hart | NONE | $198,266 | not reported in the loaded dataset |
| Fuller & Thaler Asset Management | NONE | $191,667 | $0 |
| Pacific Investment Managers | NONE | $164,468 | $0 |
| Lord Abbett & Co | NONE | $152,317 | $0 |
| Smith Graham | NONE | $115,921 | $0 |
| National Investment Services, Inc. | NONE | $102,547 | not reported in the loaded dataset |
| Blackrock Financial Management | NONE | $88,138 | not reported in the loaded dataset |
| Calibre Cpa Group Pllc | NONE | $83,657 | not reported in the loaded dataset |
| Entrust Partners LLC | NONE | $47,788 | not reported in the loaded dataset |
| State Street Global | NONE | $46,542 | $0 |
| Intech Investment Management LLC | NONE | $35,249 | not reported in the loaded dataset |