United Food And Commercial Workers Unions & Employers Midwest Pension Fund — Form 5500 plan (Trustees Of Ufcw Unions & Employers Midwest 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, United Food And Commercial Workers Unions & Employers Midwest Pension Fund is a benefit plan reported by Trustees Of Ufcw Unions & Employers Midwest Pension Fund under EIN 36-6508328 and plan number 001. The latest loaded filing year is 2023. The filing reports 34,037 participants and $1,943,983,944 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Ufcw Unions & Employers Midwest Pension Fund
- EIN
- 36-6508328
- Plan number
- 001
- Plan type
- 1
- Location
- Downers Grove, IL
- Latest filing year
- 2023
- Participants
- 34,037
- End-of-year plan assets
- $1,943,983,944
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 34,037 | H, C | 20250912113055NAL0000757091001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,943,983,944
- Total liabilities (EOY)
- $1,961,443
- Net assets (EOY)
- $1,942,022,501
- Net assets (BOY)
- $710,517,240
Income & contributions
- Employer contributions
- $4,453,130
- Total contributions
- $4,453,130
- Total income / additions
- $1,358,277,638
Expenses & distributions
- Benefits paid
- $119,809,581
- Administrative expenses
- $6,962,796
- Total expenses
- $126,772,377
- Net increase / (decrease)
- $1,231,505,261
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wilson Mcshane Corporation | NONE | $787,000 | not reported in the loaded dataset | 2023 |
| Bnym Invst Advisor (Walter Scott) | NONE | $488,536 | not reported in the loaded dataset | 2023 |
| Segal Consulting | NONE | $373,849 | not reported in the loaded dataset | 2023 |
| Lsv Asset Management | NONE | $331,263 | not reported in the loaded dataset | 2023 |
| Reinhart Boerner Van Deuren, Sc | NONE | $309,805 | not reported in the loaded dataset | 2023 |
| Loomis Sayles & Company | NONE | $238,503 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $217,570 | not reported in the loaded dataset | 2023 |
| Mesirow Financial Investment Mgmt | NONE | $214,985 | $0 | 2023 |
| Jpmorgan Investment Management Inc | NONE | $211,359 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $175,000 | not reported in the loaded dataset | 2023 |
| National Investment Services Inc. | NONE | $131,826 | not reported in the loaded dataset | 2023 |
| Comerica Bank | NONE | $122,709 | $0 | 2023 |
| Robert W. Baird & Co., Inc. | NONE | $120,280 | not reported in the loaded dataset | 2023 |
| Prudential Insurance Co. Of America | NONE | $92,433 | $0 | 2023 |
| State Street Global Advisors Trust | NONE | $65,630 | $0 | 2023 |
| Parametric Portfolio Associates,LLC | NONE | $41,269 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank Of Chicago | NONE | $32,157 | $0 | 2023 |
| The Karmel Law Firm | NONE | $31,700 | not reported in the loaded dataset | 2023 |
| Adelman & Gettleman, Ltd | NONE | $15,851 | not reported in the loaded dataset | 2023 |
| Arthur J. Gallagher Risk Mgt Servic | NONE | $0 | $15,562 | 2023 |
| Sommers & Fahrenbach, Inc | NONE | $13,561 | not reported in the loaded dataset | 2023 |
| Datamation Imaging Services, Corp | NONE | $5,805 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Ufcw Unions & Employers Midwest Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Downers Grove, IL
- Wilson Mcshane Corporation — Schedule C compensation
- Bnym Invst Advisor (Walter Scott) — Schedule C compensation
- Segal Consulting — Schedule C compensation
- Lsv Asset Management — Schedule C compensation
- Reinhart Boerner Van Deuren, Sc — Schedule C compensation
- Loomis Sayles & Company — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Mesirow Financial Investment Mgmt — Schedule C compensation
- Jpmorgan Investment Management Inc — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- National Investment Services Inc. — Schedule C compensation
- Comerica Bank — Schedule C compensation
- Robert W. Baird & Co., Inc. — Schedule C compensation
- Prudential Insurance Co. Of America — Schedule C compensation
- State Street Global Advisors Trust — Schedule C compensation
- Parametric Portfolio Associates,LLC — Schedule C compensation
- Amalgamated Bank Of Chicago — Schedule C compensation
- The Karmel Law Firm — Schedule C compensation
- Adelman & Gettleman, Ltd — Schedule C compensation
- Arthur J. Gallagher Risk Mgt Servic — Schedule C compensation
- Sommers & Fahrenbach, Inc — Schedule C compensation
- Datamation Imaging Services, Corp — Schedule C compensation