United Food And Commercial Workers Unions And Employers Pension Plan — Form 5500 plan (United Food And Commercial Workers Employers Pension Plan)
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 And Employers Pension Plan is a benefit plan reported by United Food And Commercial Workers Employers Pension Plan under EIN 39-6069053 and plan number 001. The latest loaded filing year is 2023. The filing reports 15,227 participants and $474,665,346 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Food And Commercial Workers Employers Pension Plan
- EIN
- 39-6069053
- Plan number
- 001
- Plan type
- 1
- Location
- Greendale, WI
- Latest filing year
- 2023
- Participants
- 15,227
- End-of-year plan assets
- $474,665,346
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 15,227 | H, C | 20250815132008NAL0010445873001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $474,665,346
- Total liabilities (EOY)
- $467,032
- Net assets (EOY)
- $474,198,314
- Net assets (BOY)
- $449,601,655
Income & contributions
- Employer contributions
- $3,041,941
- Total contributions
- $3,041,941
- Total income / additions
- $65,545,752
Expenses & distributions
- Benefits paid
- $36,747,556
- Administrative expenses
- $4,201,537
- Total expenses
- $40,949,093
- Net increase / (decrease)
- $24,596,659
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith American Solutions | NONE | $548,278 | not reported in the loaded dataset | 2023 |
| Sentinel Real Estate Fund Lp | NONE | $0 | $451,585 | 2023 |
| Pinnacle Asset Mgmt, Lp | NONE | $0 | $368,862 | 2023 |
| U.S. Real Estate Investment Fund | NONE | $286,018 | not reported in the loaded dataset | 2023 |
| Loomis Sayles | NONE | $184,053 | not reported in the loaded dataset | 2023 |
| Rbc Global Asset Management | NONE | $160,108 | not reported in the loaded dataset | 2023 |
| Boston Partners Asset Mgmt | NONE | $149,133 | not reported in the loaded dataset | 2023 |
| United Actuarial Services, Inc. | NONE | $130,895 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $127,000 | not reported in the loaded dataset | 2023 |
| National Investment Services Of Ame | NONE | $94,882 | not reported in the loaded dataset | 2023 |
| American Strategic Value Realty Fd | NONE | $94,117 | not reported in the loaded dataset | 2023 |
| Fiduciary Mgmt Assoc | NONE | $92,203 | $0 | 2023 |
| Northern Trust Investor Services | NONE | $91,211 | not reported in the loaded dataset | 2023 |
| U.S. Bank National Association | NONE | $88,977 | $0 | 2023 |
| Crescent Capital Investment Trust | NONE | $75,795 | not reported in the loaded dataset | 2023 |
| Ares Management | NONE | $0 | $73,505 | 2023 |
| Pinnacle Associates Gp, LLC | NONE | $0 | $67,980 | 2023 |
| Sikich Llp | NONE | $66,555 | not reported in the loaded dataset | 2023 |
| Wellington Trust | NONE | $61,470 | not reported in the loaded dataset | 2023 |
| Jacob, Burns, Orlove & Hernandez Ll | NONE | $59,656 | not reported in the loaded dataset | 2023 |
| Sikich Cpa LLC | NONE | $58,340 | not reported in the loaded dataset | 2023 |
| Sterling Properties Fund I, Lp | NONE | $33,463 | not reported in the loaded dataset | 2023 |
| Groom Law Group, Chartered | NONE | $32,067 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $12,612 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for United Food And Commercial Workers Employers Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Greendale, WI
- Zenith American Solutions — Schedule C compensation
- Sentinel Real Estate Fund Lp — Schedule C compensation
- Pinnacle Asset Mgmt, Lp — Schedule C compensation
- U.S. Real Estate Investment Fund — Schedule C compensation
- Loomis Sayles — Schedule C compensation
- Rbc Global Asset Management — Schedule C compensation
- Boston Partners Asset Mgmt — Schedule C compensation
- United Actuarial Services, Inc. — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- National Investment Services Of Ame — Schedule C compensation
- American Strategic Value Realty Fd — Schedule C compensation
- Fiduciary Mgmt Assoc — Schedule C compensation
- Northern Trust Investor Services — Schedule C compensation
- U.S. Bank National Association — Schedule C compensation
- Crescent Capital Investment Trust — Schedule C compensation
- Ares Management — Schedule C compensation
- Pinnacle Associates Gp, LLC — Schedule C compensation
- Sikich Llp — Schedule C compensation
- Wellington Trust — Schedule C compensation
- Jacob, Burns, Orlove & Hernandez Ll — Schedule C compensation
- Sikich Cpa LLC — Schedule C compensation
- Sterling Properties Fund I, Lp — Schedule C compensation
- Groom Law Group, Chartered — Schedule C compensation
- Amalgamated Bank — Schedule C compensation