Retail Food Employers & Ufcw Local 711 Pension — Form 5500 plan (Board Of Trustees Retail Food Employers & Ufcw Local 711 Pension)
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, Retail Food Employers & Ufcw Local 711 Pension is a benefit plan reported by Board Of Trustees Retail Food Employers & Ufcw Local 711 Pension under EIN 51-6031512 and plan number 001. The latest loaded filing year is 2023. The filing reports 23,053 participants and $355,457,200 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Retail Food Employers & Ufcw Local 711 Pension
- EIN
- 51-6031512
- Plan number
- 001
- Plan type
- 1
- Location
- Murray, UT
- Latest filing year
- 2023
- Participants
- 23,053
- End-of-year plan assets
- $355,457,200
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 23,053 | H, C | 20241015162351NAL0030329329004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $355,457,200
- Total liabilities (EOY)
- $316,789
- Net assets (EOY)
- $355,140,411
- Net assets (BOY)
- $333,118,952
Income & contributions
- Employer contributions
- $19,842,477
- Total contributions
- $19,842,477
- Total income / additions
- $57,433,639
Expenses & distributions
- Benefits paid
- $31,009,931
- Administrative expenses
- $4,402,249
- Total expenses
- $35,412,180
- Net increase / (decrease)
- $22,021,459
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Southwest Service Administrators | NONE | $765,288 | not reported in the loaded dataset | 2023 |
| Horizon Actuarial Services, LLC | NONE | $652,649 | not reported in the loaded dataset | 2023 |
| Jp Morgan Investment Management Inc | NONE | $457,886 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $318,504 | not reported in the loaded dataset | 2023 |
| Bny Mellon Invt Mgmt / Walter Scott | NONE | $300,344 | not reported in the loaded dataset | 2023 |
| Meketa Investment Group | NONE | $180,000 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | $162,499 | $0 | 2023 |
| Champlain Investment Partners LLC | NONE | $140,398 | $0 | 2023 |
| Seyfarth Shaw | NONE | $88,815 | not reported in the loaded dataset | 2023 |
| Prudential Insurance Company Of Am | NONE | $80,691 | $0 | 2023 |
| Ullico Infrastructure Tax Exempt Fd | NONE | $52,585 | $0 | 2023 |
| Mccraken,Stemerman And Holsberry | NONE | $49,437 | not reported in the loaded dataset | 2023 |
| Ironside Investment Iii | NONE | $0 | $43,479 | 2023 |
| Acadian Asset Management Company | NONE | $39,836 | not reported in the loaded dataset | 2023 |
| Henningfield & Associates, Inc. | NONE | $38,835 | not reported in the loaded dataset | 2023 |
| Ironside Direct Iv | NONE | $0 | $28,553 | 2023 |
| Black Rock Institutional | NONE | $25,000 | not reported in the loaded dataset | 2023 |
| Dfa - The Small Cap Subtrust | NONE | $23,708 | not reported in the loaded dataset | 2023 |
| Ironside Partnership Fund Iv, Lp | NONE | $0 | $20,142 | 2023 |
| Ironside Partnership Fund Iii Lp | NONE | $0 | $18,562 | 2023 |
| Wellington Trust Company | NONE | $16,063 | $0 | 2023 |
| Dfa Emerging Markets Value Portfoli | NONE | $0 | $0 | 2023 |
| Gqg Partners LLC | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Retail Food Employers & Ufcw Local 711 Pension
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in Murray, UT
- Southwest Service Administrators — Schedule C compensation
- Horizon Actuarial Services, LLC — Schedule C compensation
- Jp Morgan Investment Management Inc — Schedule C compensation
- The Segal Company — Schedule C compensation
- Bny Mellon Invt Mgmt / Walter Scott — Schedule C compensation
- Meketa Investment Group — Schedule C compensation
- Us Bank — Schedule C compensation
- Champlain Investment Partners LLC — Schedule C compensation
- Seyfarth Shaw — Schedule C compensation
- Prudential Insurance Company Of Am — Schedule C compensation
- Ullico Infrastructure Tax Exempt Fd — Schedule C compensation
- Mccraken,Stemerman And Holsberry — Schedule C compensation
- Ironside Investment Iii — Schedule C compensation
- Acadian Asset Management Company — Schedule C compensation
- Henningfield & Associates, Inc. — Schedule C compensation
- Ironside Direct Iv — Schedule C compensation
- Black Rock Institutional — Schedule C compensation
- Dfa - The Small Cap Subtrust — Schedule C compensation
- Ironside Partnership Fund Iv, Lp — Schedule C compensation
- Ironside Partnership Fund Iii Lp — Schedule C compensation
- Wellington Trust Company — Schedule C compensation
- Dfa Emerging Markets Value Portfoli — Schedule C compensation
- Gqg Partners LLC — Schedule C compensation