Ufcw 360 Shop Rite Pension Fund — Form 5500 plan (Ufcw 360 Shop Rite 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 360 Shop Rite Pension Fund is a benefit plan reported by Ufcw 360 Shop Rite Pension Fund under EIN 26-4416251 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,764 participants and $28,959,352 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ufcw 360 Shop Rite Pension Fund
- EIN
- 26-4416251
- Plan number
- 001
- Plan type
- 1
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
- Participants
- 3,764
- End-of-year plan assets
- $28,959,352
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,764 | H, C | 20241011174506NAL0012823699001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,959,352
- Total liabilities (EOY)
- $79,565
- Net assets (EOY)
- $28,879,787
- Net assets (BOY)
- $25,442,909
Income & contributions
- Employer contributions
- $2,062,332
- Total contributions
- $2,062,332
- Total income / additions
- $4,982,307
Expenses & distributions
- Benefits paid
- $1,029,140
- Administrative expenses
- $516,289
- Total expenses
- $1,545,429
- Net increase / (decrease)
- $3,436,878
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith American | NONE | $189,945 | not reported in the loaded dataset | 2023 |
| Baratz & Associates, P.A. | NONE | $53,400 | not reported in the loaded dataset | 2023 |
| Cbiz Inc | NONE | $44,050 | not reported in the loaded dataset | 2023 |
| Chevy Chase Trust Co | NONE | $25,304 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney | NONE | $10,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ufcw 360 Shop Rite Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Pittsburgh, PA
- Zenith American — Schedule C compensation
- Baratz & Associates, P.A. — Schedule C compensation
- Cbiz Inc — Schedule C compensation
- Chevy Chase Trust Co — Schedule C compensation
- Morgan Stanley Smith Barney — Schedule C compensation