Ufcw Union Local 919 & Contributing Employers' Food Pension Fund — Form 5500 plan (Ufcw Union Local 919 & Contributing Empl Pension)
Plain-English plan 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, Ufcw Union Local 919 & Contributing Employers' Food Pension Fund is a benefit plan reported by Ufcw Union Local 919 & Contributing Empl Pension under EIN 06-1065206 and plan number 001. The latest loaded filing year is 2023. The filing reports 12,623 participants and $449,708,657 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ufcw Union Local 919 & Contributing Empl Pension
- EIN
- 06-1065206
- Plan number
- 001
- Plan type
- 1
- Location
- Farmington, CT
- Latest filing year
- 2023
- Participants
- 12,623
- End-of-year plan assets
- $449,708,657
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 12,623 | H, C | 20241010122254NAL0011454195001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $449,708,657
- Total liabilities (EOY)
- $485,322
- Net assets (EOY)
- $449,223,335
- Net assets (BOY)
- $419,446,744
Income & contributions
- Employer contributions
- $8,405,893
- Total contributions
- $8,405,893
- Total income / additions
- $53,506,198
Expenses & distributions
- Benefits paid
- $19,578,356
- Administrative expenses
- $4,151,251
- Total expenses
- $23,729,607
- Net increase / (decrease)
- $29,776,591
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Segal Company | NONE | $274,210 | $0 | 2023 |
| Panagora | NONE | $256,181 | $0 | 2023 |
| Hamilton Lane Advisors, LLC | NONE | $0 | $201,917 | 2023 |
| Sterling Organization LLC | NONE | $194,640 | not reported in the loaded dataset | 2023 |
| Lsv Asset Management Intrnational | NONE | $164,849 | not reported in the loaded dataset | 2023 |
| Wedge Capital Management | NONE | $159,992 | $0 | 2023 |
| New Tower Trust Company | NONE | $0 | $158,822 | 2023 |
| Western Asset Management | NONE | $147,257 | not reported in the loaded dataset | 2023 |
| Rock Creek Group | NONE | $0 | $146,734 | 2023 |
| Segal Marco Advisors | NONE | $145,000 | not reported in the loaded dataset | 2023 |
| Bny Mellon | NONE | $129,509 | not reported in the loaded dataset | 2023 |
| Prudential Insurance Company | NONE | $110,302 | $0 | 2023 |
| Intercontinental Re Corp. | NONE | $88,999 | not reported in the loaded dataset | 2023 |
| Intech Investment Management Group | NONE | $81,252 | not reported in the loaded dataset | 2023 |
| Employee 3 | EMPLOYEE | $77,943 | not reported in the loaded dataset | 2023 |
| Loomis Sayles & Company, L.P. | NONE | $77,602 | not reported in the loaded dataset | 2023 |
| Semo Law Group | NONE | $60,000 | not reported in the loaded dataset | 2023 |
| Employee 6 | EMPLOYEE | $37,413 | not reported in the loaded dataset | 2023 |
| Employee 5 | EMPLOYEE | $36,905 | not reported in the loaded dataset | 2023 |
| Employee 1 | EMPLOYEE | $36,297 | not reported in the loaded dataset | 2023 |
| Novak Francella, LLC | NONE | $33,950 | not reported in the loaded dataset | 2023 |
| Employee 4 | EMPLOYEE | $31,299 | not reported in the loaded dataset | 2023 |
| Employee 2 | EMPLOYEE | $26,425 | not reported in the loaded dataset | 2023 |
| Magnani Graphics | NONE | $19,334 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services | NONE | $0 | $12,753 | 2023 |
| Bank Of America | NONE | $12,693 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies LLC | NONE | $11,614 | not reported in the loaded dataset | 2023 |
| Automated Data Processing Inc | NONE | $10,023 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $5,115 | not reported in the loaded dataset | 2023 |
| The Bank Of New York Mellon | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ufcw Union Local 919 & Contributing Empl Pension
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Farmington, CT
- Segal Company — Schedule C compensation
- Panagora — Schedule C compensation
- Hamilton Lane Advisors, LLC — Schedule C compensation
- Sterling Organization LLC — Schedule C compensation
- Lsv Asset Management Intrnational — Schedule C compensation
- Wedge Capital Management — Schedule C compensation
- New Tower Trust Company — Schedule C compensation
- Western Asset Management — Schedule C compensation
- Rock Creek Group — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Bny Mellon — Schedule C compensation
- Prudential Insurance Company — Schedule C compensation
- Intercontinental Re Corp. — Schedule C compensation
- Intech Investment Management Group — Schedule C compensation
- Employee 3 — Schedule C compensation
- Loomis Sayles & Company, L.P. — Schedule C compensation
- Semo Law Group — Schedule C compensation
- Employee 6 — Schedule C compensation
- Employee 5 — Schedule C compensation
- Employee 1 — Schedule C compensation
- Novak Francella, LLC — Schedule C compensation
- Employee 4 — Schedule C compensation
- Employee 2 — Schedule C compensation
- Magnani Graphics — Schedule C compensation
- Segal Select Insurance Services — Schedule C compensation
- Bank Of America — Schedule C compensation
- Bridgeway Benefit Technologies LLC — Schedule C compensation
- Automated Data Processing Inc — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation