Ufcw Local 23 & Giant Eagle Pension Fund — Form 5500 plan (Board Of Trustees Ufcw Local 23 & Giant Eagle 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 23 & Giant Eagle Pension Fund is a benefit plan reported by Board Of Trustees Ufcw Local 23 & Giant Eagle Pension Fund under EIN 25-6107185 and plan number 001. The latest loaded filing year is 2023. The filing reports 7,615 participants and $73,502,894 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Ufcw Local 23 & Giant Eagle Pension Fund
- EIN
- 25-6107185
- Plan number
- 001
- Plan type
- 1
- Location
- Wexford, PA
- Latest filing year
- 2023
- Participants
- 7,615
- End-of-year plan assets
- $73,502,894
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,615 | H, C | 20241015084034NAL0056659106001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $73,502,894
- Total liabilities (EOY)
- $60,283
- Net assets (EOY)
- $73,442,611
- Net assets (BOY)
- $69,966,341
Income & contributions
- Employer contributions
- $4,383,045
- Total contributions
- $4,383,045
- Total income / additions
- $11,747,042
Expenses & distributions
- Benefits paid
- $7,412,915
- Administrative expenses
- $857,857
- Total expenses
- $8,270,772
- Net increase / (decrease)
- $3,476,270
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Beacon Administrators & Consultants | NONE | $117,780 | not reported in the loaded dataset | 2023 |
| Meyer, Unkovic & Scott | NONE | $88,427 | not reported in the loaded dataset | 2023 |
| Usi Consulting Group | NONE | $76,175 | not reported in the loaded dataset | 2023 |
| Investment Consulting Services, LLC | NONE | $65,000 | not reported in the loaded dataset | 2023 |
| Intercontinental Real Estate Corp | NONE | $48,729 | not reported in the loaded dataset | 2023 |
| Commerce Bank | NONE | $23,852 | not reported in the loaded dataset | 2023 |
| Ubs Realty Investors | NONE | $21,324 | not reported in the loaded dataset | 2023 |
| Richmond Capital Management | NONE | $19,642 | not reported in the loaded dataset | 2023 |
| Diclaudio & Kramer, LLC | NONE | $19,074 | not reported in the loaded dataset | 2023 |
| Pnc Bank | NONE | $13,899 | $0 | 2023 |
| Segal Select Insurance | NONE | $0 | $10,025 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Ufcw Local 23 & Giant Eagle Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Wexford, PA
- Beacon Administrators & Consultants — Schedule C compensation
- Meyer, Unkovic & Scott — Schedule C compensation
- Usi Consulting Group — Schedule C compensation
- Investment Consulting Services, LLC — Schedule C compensation
- Intercontinental Real Estate Corp — Schedule C compensation
- Commerce Bank — Schedule C compensation
- Ubs Realty Investors — Schedule C compensation
- Richmond Capital Management — Schedule C compensation
- Diclaudio & Kramer, LLC — Schedule C compensation
- Pnc Bank — Schedule C compensation
- Segal Select Insurance — Schedule C compensation