Ufcw Local 1262 & Employers Pension Fund — Form 5500 plan (Trustees Ufcw Local 1262 Pension Fund)
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 Local 1262 & Employers Pension Fund is a benefit plan reported by Trustees Ufcw Local 1262 Pension Fund under EIN 22-6074414 and plan number 001. The latest loaded filing year is 2023. The filing reports 26,281 participants and $971,274,727 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Ufcw Local 1262 Pension Fund
- EIN
- 22-6074414
- Plan number
- 001
- Plan type
- 1
- Location
- Clifton, NJ
- Latest filing year
- 2023
- Participants
- 26,281
- End-of-year plan assets
- $971,274,727
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 26,281 | H, C | 20241014134140NAL0052494754003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $971,274,727
- Total liabilities (EOY)
- $1,648,962
- Net assets (EOY)
- $969,625,765
- Net assets (BOY)
- $958,846,589
Income & contributions
- Employer contributions
- $24,979,810
- Total contributions
- $25,020,738
- Total income / additions
- $87,877,062
Expenses & distributions
- Benefits paid
- $70,493,718
- Administrative expenses
- $6,604,168
- Total expenses
- $77,097,886
- Net increase / (decrease)
- $10,779,176
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Hardman Johnston Global Advisors | NONE | $826,584 | not reported in the loaded dataset | 2023 |
| Intercontinental Real Estate Corp | NONE | $576,724 | not reported in the loaded dataset | 2023 |
| Great Lakes Advisors | NONE | $510,879 | not reported in the loaded dataset | 2023 |
| Fred Alger Management , Inc. | NONE | $345,211 | $0 | 2023 |
| Wedge Capital Management Llp | NONE | $280,462 | $0 | 2023 |
| Cheiron, Inc. | NONE | $277,816 | not reported in the loaded dataset | 2023 |
| American Realty Advisors | NONE | $232,205 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | $197,024 | $0 | 2023 |
| Investment Performance Services, Ll | NONE | $175,000 | not reported in the loaded dataset | 2023 |
| Robert Geremino | EMPLOYEE | $171,716 | not reported in the loaded dataset | 2023 |
| Morgan, Lewis & Bockius, Llp | NONE | $170,260 | not reported in the loaded dataset | 2023 |
| Ufcw Local 1262 | NONE | $160,067 | not reported in the loaded dataset | 2023 |
| Ann Marie Schoenig | EMPLOYEE | $158,901 | not reported in the loaded dataset | 2023 |
| Chevy Chase Trust Company | NONE | $142,823 | not reported in the loaded dataset | 2023 |
| Asb Capital Management, LLC | NONE | $142,823 | not reported in the loaded dataset | 2023 |
| Ronald F Uricks | EMPLOYEE | $141,643 | not reported in the loaded dataset | 2023 |
| Tina Marie Gomez | EMPLOYEE | $116,166 | not reported in the loaded dataset | 2023 |
| Lisa Aliberti | EMPLOYEE | $115,543 | not reported in the loaded dataset | 2023 |
| Dineen Rodriguez | EMPLOYEE | $111,447 | not reported in the loaded dataset | 2023 |
| Ashley Palencia | EMPLOYEE | $109,617 | not reported in the loaded dataset | 2023 |
| Sonya Ivette Rivera | EMPLOYEE | $109,525 | not reported in the loaded dataset | 2023 |
| Adrienne Roake | EMPLOYEE | $107,060 | not reported in the loaded dataset | 2023 |
| Frank M Vaccaro & Associates, Inc. | NONE | $99,758 | not reported in the loaded dataset | 2023 |
| Patricia Presto | EMPLOYEE | $92,824 | not reported in the loaded dataset | 2023 |
| Wendy Weiss | EMPLOYEE | $84,977 | not reported in the loaded dataset | 2023 |
| Seix Investment Advisors, LLC | NONE | $84,428 | not reported in the loaded dataset | 2023 |
| Judine Hedge | EMPLOYEE | $82,678 | not reported in the loaded dataset | 2023 |
| Kathleen Delgado | EMPLOYEE | $80,841 | not reported in the loaded dataset | 2023 |
| Jessica Steinfeld | EMPLOYEE | $80,259 | not reported in the loaded dataset | 2023 |
| Michael Murray | EMPLOYEE | $79,458 | not reported in the loaded dataset | 2023 |
| Jeanette Pichardo | EMPLOYEE | $78,061 | not reported in the loaded dataset | 2023 |
| Segall,Bryant & Hamill LLC | NONE | $76,848 | not reported in the loaded dataset | 2023 |
| Lorraine Lopiccolo | EMPLOYEE | $74,900 | not reported in the loaded dataset | 2023 |
| Sarah Marshall | EMPLOYEE | $72,053 | not reported in the loaded dataset | 2023 |
| Kelvin Jones | EMPLOYEE | $64,710 | not reported in the loaded dataset | 2023 |
| Nia Beauvais | EMPLOYEE | $61,047 | not reported in the loaded dataset | 2023 |
| Paul Tagliareni | EMPLOYEE | $58,257 | not reported in the loaded dataset | 2023 |
| Novak Francella, LLC | NONE | $55,000 | not reported in the loaded dataset | 2023 |
| Access Information Management | NONE | $48,649 | not reported in the loaded dataset | 2023 |
| Kaitlin Rodriguez | EMPLOYEE | $48,330 | not reported in the loaded dataset | 2023 |
| Michele Cirasuolo | EMPLOYEE | $32,992 | not reported in the loaded dataset | 2023 |
| Meranze, Katz & Gaudioso | NONE | $27,077 | not reported in the loaded dataset | 2023 |
| Kelly Press | NONE | $23,152 | not reported in the loaded dataset | 2023 |
| Kramer Warner Associates | NONE | $0 | $15,389 | 2023 |
| Ocean Computer Group, Inc. | NONE | $11,888 | not reported in the loaded dataset | 2023 |
| Life Status 360 | NONE | $8,620 | not reported in the loaded dataset | 2023 |
| Wells Fargo | NONE | $7,527 | not reported in the loaded dataset | 2023 |
| Pension Benefit Information, LLC | NONE | $7,333 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Ufcw Local 1262 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Clifton, NJ
- Hardman Johnston Global Advisors — Schedule C compensation
- Intercontinental Real Estate Corp — Schedule C compensation
- Great Lakes Advisors — Schedule C compensation
- Fred Alger Management , Inc. — Schedule C compensation
- Wedge Capital Management Llp — Schedule C compensation
- Cheiron, Inc. — Schedule C compensation
- American Realty Advisors — Schedule C compensation
- Us Bank — Schedule C compensation
- Investment Performance Services, Ll — Schedule C compensation
- Robert Geremino — Schedule C compensation
- Morgan, Lewis & Bockius, Llp — Schedule C compensation
- Ufcw Local 1262 — Schedule C compensation
- Ann Marie Schoenig — Schedule C compensation
- Chevy Chase Trust Company — Schedule C compensation
- Asb Capital Management, LLC — Schedule C compensation
- Ronald F Uricks — Schedule C compensation
- Tina Marie Gomez — Schedule C compensation
- Lisa Aliberti — Schedule C compensation
- Dineen Rodriguez — Schedule C compensation
- Ashley Palencia — Schedule C compensation
- Sonya Ivette Rivera — Schedule C compensation
- Adrienne Roake — Schedule C compensation
- Frank M Vaccaro & Associates, Inc. — Schedule C compensation
- Patricia Presto — Schedule C compensation
- Wendy Weiss — Schedule C compensation
- Seix Investment Advisors, LLC — Schedule C compensation
- Judine Hedge — Schedule C compensation
- Kathleen Delgado — Schedule C compensation
- Jessica Steinfeld — Schedule C compensation
- Michael Murray — Schedule C compensation
- Jeanette Pichardo — Schedule C compensation
- Segall,Bryant & Hamill LLC — Schedule C compensation
- Lorraine Lopiccolo — Schedule C compensation
- Sarah Marshall — Schedule C compensation
- Kelvin Jones — Schedule C compensation
- Nia Beauvais — Schedule C compensation
- Paul Tagliareni — Schedule C compensation
- Novak Francella, LLC — Schedule C compensation
- Access Information Management — Schedule C compensation
- Kaitlin Rodriguez — Schedule C compensation
- Michele Cirasuolo — Schedule C compensation
- Meranze, Katz & Gaudioso — Schedule C compensation
- Kelly Press — Schedule C compensation
- Kramer Warner Associates — Schedule C compensation
- Ocean Computer Group, Inc. — Schedule C compensation
- Life Status 360 — Schedule C compensation
- Wells Fargo — Schedule C compensation
- Pension Benefit Information, LLC — Schedule C compensation