Ufcw Union & Partcipating Food Industry Employers Tri-State Pension Fund — Form 5500 plan (Ufcw Union & Participating Food Industry Tri-State 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 Union & Partcipating Food Industry Employers Tri-State Pension Fund is a benefit plan reported by Ufcw Union & Participating Food Industry Tri-State Pension Fund under EIN 23-6396097 and plan number 001. The latest loaded filing year is 2023. The filing reports 29,262 participants and $234,667,579 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ufcw Union & Participating Food Industry Tri-State Pension Fund
- EIN
- 23-6396097
- Plan number
- 001
- Plan type
- 1
- Location
- Plymouth Meeting, PA
- Latest filing year
- 2023
- Participants
- 29,262
- End-of-year plan assets
- $234,667,579
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 29,262 | H, C | 20241014113435NAL0027163377001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $234,667,579
- Total liabilities (EOY)
- $1,658,141
- Net assets (EOY)
- $233,009,438
- Net assets (BOY)
- $266,535,159
Income & contributions
- Employer contributions
- $11,487,646
- Total contributions
- $11,487,646
- Total income / additions
- $30,028,444
Expenses & distributions
- Benefits paid
- $59,556,292
- Administrative expenses
- $3,997,873
- Total expenses
- $63,554,165
- Net increase / (decrease)
- -$33,525,721
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Healthcare Strategies, Inc. | NONE | $887,367 | not reported in the loaded dataset | 2023 |
| Cbiz | NONE | $296,059 | not reported in the loaded dataset | 2023 |
| Asb Capital Management | NONE | $283,486 | not reported in the loaded dataset | 2023 |
| Loomis-Sayles & Company, Lp | NONE | $175,387 | not reported in the loaded dataset | 2023 |
| Westfield Capital Management | NONE | $159,426 | $0 | 2023 |
| Willig, Williams & Davidson | NONE | $108,871 | not reported in the loaded dataset | 2023 |
| Graystone Consulting | NONE | $95,000 | not reported in the loaded dataset | 2023 |
| Victory Capital Management | NONE | $85,753 | not reported in the loaded dataset | 2023 |
| Emerald Advisors | NONE | $78,709 | not reported in the loaded dataset | 2023 |
| Cooke & Beiler | NONE | $78,175 | $0 | 2023 |
| Kramer-Warner Associates Inc | NONE | $77,841 | not reported in the loaded dataset | 2023 |
| Hardman Johnston Global Advisors | NONE | $61,670 | $0 | 2023 |
| Mfs Institutional Advisors,Inc. | NONE | $61,451 | $0 | 2023 |
| Northern Trust Company | NONE | $61,300 | $0 | 2023 |
| The Staywell Company LLC | NONE | $56,851 | not reported in the loaded dataset | 2023 |
| Schulte Roth & Zabel Llp | NONE | $53,494 | not reported in the loaded dataset | 2023 |
| Wedge Capital Management L.L.P. | NONE | $34,022 | $0 | 2023 |
| Lazard Asset Management | NONE | $29,565 | $0 | 2023 |
| Slc Management | NONE | $25,000 | $0 | 2023 |
| Alan Ross & Company, P.C. | NONE | $23,631 | not reported in the loaded dataset | 2023 |
| O'Brien Belland & Bushinsky | NONE | $18,836 | not reported in the loaded dataset | 2023 |
| Ifebp | NONE | $12,945 | not reported in the loaded dataset | 2023 |
| National Coordinating Committee | NONE | $9,000 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $7,600 | not reported in the loaded dataset | 2023 |
| Pension Benefit Information LLC | NONE | $6,885 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ufcw Union & Participating Food Industry Tri-State Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Plymouth Meeting, PA
- Healthcare Strategies, Inc. — Schedule C compensation
- Cbiz — Schedule C compensation
- Asb Capital Management — Schedule C compensation
- Loomis-Sayles & Company, Lp — Schedule C compensation
- Westfield Capital Management — Schedule C compensation
- Willig, Williams & Davidson — Schedule C compensation
- Graystone Consulting — Schedule C compensation
- Victory Capital Management — Schedule C compensation
- Emerald Advisors — Schedule C compensation
- Cooke & Beiler — Schedule C compensation
- Kramer-Warner Associates Inc — Schedule C compensation
- Hardman Johnston Global Advisors — Schedule C compensation
- Mfs Institutional Advisors,Inc. — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- The Staywell Company LLC — Schedule C compensation
- Schulte Roth & Zabel Llp — Schedule C compensation
- Wedge Capital Management L.L.P. — Schedule C compensation
- Lazard Asset Management — Schedule C compensation
- Slc Management — Schedule C compensation
- Alan Ross & Company, P.C. — Schedule C compensation
- O'Brien Belland & Bushinsky — Schedule C compensation
- Ifebp — Schedule C compensation
- National Coordinating Committee — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Pension Benefit Information LLC — Schedule C compensation