2023 Form 5500 filing — United Food & Commercial Workers Union Local 152 Retail Meat 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 20250414133556NAL0000763843003) for United Food & Commercial Workers Union Local 152 Retail Meat Pension Plan, reported by Board Of Trustees, United Food & Commercial Workers Union Local 152 under EIN 23-6209656 and plan number 001. It reports 10,127 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414133556NAL0000763843003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, United Food & Commercial Workers Union Local 152
- EIN
- 23-6209656
- Plan number
- 001
- Location
- Mount Laurel, NJ
- Participants
- 10,127
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $521,221,792
- Total liabilities (EOY)
- $43,612,690
- Net assets (EOY)
- $477,609,102
- Employer contributions
- $11,303,735
- Total income / additions
- $308,351,869
- Benefits paid
- $40,695,578
- Administrative expenses
- $2,635,852
- Total expenses
- $43,331,430
- Net increase / (decrease)
- $265,020,439
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tri-State Administrators, Inc | NONE | $530,259 | not reported in the loaded dataset |
| Northern Trust Company | NONE | $247,874 | not reported in the loaded dataset |
| Asb Capital Management, LLC | NONE | $240,875 | $0 |
| Cheiron Inc. | NONE | $210,192 | not reported in the loaded dataset |
| Morgan, Lewis & Bockius Llp | NONE | $142,673 | not reported in the loaded dataset |
| Kramer-Warner Association | NONE | $87,796 | $10,627 |
| O'Brien, Belland & Bushinsky | NONE | $96,320 | not reported in the loaded dataset |
| Pzena Investment Management | NONE | $95,929 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney | NONE | $95,000 | not reported in the loaded dataset |
| Sands Capital Management | NONE | $93,465 | $0 |
| Westfield Capital Management LLC | NONE | $91,203 | $0 |
| Fiduciary Trust Company | NONE | $83,210 | not reported in the loaded dataset |
| Silvercrest Asset Management | NONE | $61,460 | not reported in the loaded dataset |
| Mspc Certified Public Accountants | NONE | $45,000 | $0 |
| Sierra Investment Partners, Inc. | NONE | $36,344 | not reported in the loaded dataset |
| Penn Capital Management Co, Inc | NONE | $31,262 | not reported in the loaded dataset |
| Chartwell Investment Partners | NONE | $16,570 | not reported in the loaded dataset |
| Cowbell Insurance Agency LLC | NONE | $6,336 | not reported in the loaded dataset |
| Hgk Asset Management, Inc | NONE | $0 | $0 |