United Food & Commercial Workers Union Local 152 Retail Meat Pension Plan — Form 5500 plan (Board Of Trustees, United Food & Commercial Workers Union Local 152)
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, United Food & Commercial Workers Union Local 152 Retail Meat Pension Plan is a benefit plan reported by Board Of Trustees, United Food & Commercial Workers Union Local 152 under EIN 23-6209656 and plan number 001. The latest loaded filing year is 2023. The filing reports 10,127 participants and $521,221,792 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, United Food & Commercial Workers Union Local 152
- EIN
- 23-6209656
- Plan number
- 001
- Plan type
- 1
- Location
- Mount Laurel, NJ
- Latest filing year
- 2023
- Participants
- 10,127
- End-of-year plan assets
- $521,221,792
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 10,127 | H, C | 20250414133556NAL0000763843003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $521,221,792
- Total liabilities (EOY)
- $43,612,690
- Net assets (EOY)
- $477,609,102
- Net assets (BOY)
- $212,588,663
Income & contributions
- Employer contributions
- $11,303,735
- Total contributions
- $11,303,735
- Total income / additions
- $308,351,869
Expenses & distributions
- Benefits paid
- $40,695,578
- Administrative expenses
- $2,635,852
- Total expenses
- $43,331,430
- Net increase / (decrease)
- $265,020,439
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tri-State Administrators, Inc | NONE | $530,259 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | NONE | $247,874 | not reported in the loaded dataset | 2023 |
| Asb Capital Management, LLC | NONE | $240,875 | $0 | 2023 |
| Cheiron Inc. | NONE | $210,192 | not reported in the loaded dataset | 2023 |
| Morgan, Lewis & Bockius Llp | NONE | $142,673 | not reported in the loaded dataset | 2023 |
| Kramer-Warner Association | NONE | $87,796 | $10,627 | 2023 |
| O'Brien, Belland & Bushinsky | NONE | $96,320 | not reported in the loaded dataset | 2023 |
| Pzena Investment Management | NONE | $95,929 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney | NONE | $95,000 | not reported in the loaded dataset | 2023 |
| Sands Capital Management | NONE | $93,465 | $0 | 2023 |
| Westfield Capital Management LLC | NONE | $91,203 | $0 | 2023 |
| Fiduciary Trust Company | NONE | $83,210 | not reported in the loaded dataset | 2023 |
| Silvercrest Asset Management | NONE | $61,460 | not reported in the loaded dataset | 2023 |
| Mspc Certified Public Accountants | NONE | $45,000 | $0 | 2023 |
| Sierra Investment Partners, Inc. | NONE | $36,344 | not reported in the loaded dataset | 2023 |
| Penn Capital Management Co, Inc | NONE | $31,262 | not reported in the loaded dataset | 2023 |
| Chartwell Investment Partners | NONE | $16,570 | not reported in the loaded dataset | 2023 |
| Cowbell Insurance Agency LLC | NONE | $6,336 | not reported in the loaded dataset | 2023 |
| Hgk Asset Management, Inc | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, United Food & Commercial Workers Union Local 152
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Mount Laurel, NJ
- Tri-State Administrators, Inc — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Asb Capital Management, LLC — Schedule C compensation
- Cheiron Inc. — Schedule C compensation
- Morgan, Lewis & Bockius Llp — Schedule C compensation
- Kramer-Warner Association — Schedule C compensation
- O'Brien, Belland & Bushinsky — Schedule C compensation
- Pzena Investment Management — Schedule C compensation
- Morgan Stanley Smith Barney — Schedule C compensation
- Sands Capital Management — Schedule C compensation
- Westfield Capital Management LLC — Schedule C compensation
- Fiduciary Trust Company — Schedule C compensation
- Silvercrest Asset Management — Schedule C compensation
- Mspc Certified Public Accountants — Schedule C compensation
- Sierra Investment Partners, Inc. — Schedule C compensation
- Penn Capital Management Co, Inc — Schedule C compensation
- Chartwell Investment Partners — Schedule C compensation
- Cowbell Insurance Agency LLC — Schedule C compensation
- Hgk Asset Management, Inc — Schedule C compensation