United Food & Commercial Workers Intl Union - Industry Pension Fund — Form 5500 plan (Trustees Of Ufcw Int'L Union - Industry 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 & Commercial Workers Intl Union - Industry Pension Fund is a benefit plan reported by Trustees Of Ufcw Int'L Union - Industry Pension Fund under EIN 51-6055922 and plan number 001. The latest loaded filing year is 2023. The filing reports 207,890 participants and $7,965,094,339 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Ufcw Int'L Union - Industry Pension Fund
- EIN
- 51-6055922
- Plan number
- 001
- Plan type
- 1
- Location
- Oak Brook, IL
- Latest filing year
- 2023
- Participants
- 207,890
- End-of-year plan assets
- $7,965,094,339
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 207,890 | H, C | 20250415185422NAL0003825393003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,965,094,339
- Total liabilities (EOY)
- $62,482,610
- Net assets (EOY)
- $7,902,611,729
- Net assets (BOY)
- $7,930,570,140
Income & contributions
- Employer contributions
- $35,266,567
- Total contributions
- $35,266,567
- Total income / additions
- $478,987,085
Expenses & distributions
- Benefits paid
- $455,453,014
- Administrative expenses
- $49,134,482
- Total expenses
- $504,587,496
- Net increase / (decrease)
- -$25,600,411
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith American Solutions | ADMINISTRATOR | $8,304,093 | not reported in the loaded dataset | 2023 |
| Loomis Sayles And Co. | NONE | $2,387,978 | not reported in the loaded dataset | 2023 |
| Pacific Investment Management Co | NONE | $2,268,238 | $0 | 2023 |
| Baron Capital Management | NONE | $1,370,944 | not reported in the loaded dataset | 2023 |
| Walter Scott & Partners Ltd | NONE | $1,307,785 | not reported in the loaded dataset | 2023 |
| Hamilton Lane Advisors, LLC | NONE | $926,954 | not reported in the loaded dataset | 2023 |
| Reinhart Boerner Van Deuren | NONE | $894,342 | not reported in the loaded dataset | 2023 |
| Willliam Blair | NONE | $839,628 | $0 | 2023 |
| The Segal Company, Inc | NONE | $826,259 | not reported in the loaded dataset | 2023 |
| State Street Bank And Trust | NONE | $736,727 | $0 | 2023 |
| Lsv Asset Management | NONE | $672,906 | not reported in the loaded dataset | 2023 |
| Slevin & Hart | NONE | $602,051 | not reported in the loaded dataset | 2023 |
| Lord, Abbett & Co. | NONE | $575,011 | $0 | 2023 |
| Calibre Cpa Group Pllc | AUDITORS OF EMPLOYEE ORG. | $520,506 | not reported in the loaded dataset | 2023 |
| Stepstone | NONE | $470,000 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $466,986 | not reported in the loaded dataset | 2023 |
| Alliance Bernstein | NONE | $455,011 | not reported in the loaded dataset | 2023 |
| Gcm Grosvenor | NONE | $440,000 | not reported in the loaded dataset | 2023 |
| The Rock Creek | NONE | $422,628 | not reported in the loaded dataset | 2023 |
| Milliman, Inc | NONE | $402,034 | not reported in the loaded dataset | 2023 |
| Sommers And Fahrenbach, Inc | NONE | $351,449 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors | NONE | $317,552 | $0 | 2023 |
| Prudential Insurance Company | NONE | $243,215 | $0 | 2023 |
| Kelly Press, Inc | NONE | $150,187 | not reported in the loaded dataset | 2023 |
| Medical Insurance Consulting Group, | NONE | $115,401 | not reported in the loaded dataset | 2023 |
| Forefront Analtyics | NONE | $100,000 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services | NONE | $0 | $93,778 | 2023 |
| Parametric | NONE | $72,062 | not reported in the loaded dataset | 2023 |
| Adelman & Gettleman, Ltd | NONE | $64,000 | not reported in the loaded dataset | 2023 |
| Lazard Asset Management LLC | NONE | $52,410 | $0 | 2023 |
| Jacobs, Burns, Orlove & Hernandez | NONE | $31,445 | not reported in the loaded dataset | 2023 |
| Kpmg | NONE | $21,050 | not reported in the loaded dataset | 2023 |
| Life Status 360 | NONE | $20,671 | not reported in the loaded dataset | 2023 |
| Kenneth R. Boyd | TRUSTEE | $12,480 | not reported in the loaded dataset | 2023 |
| R & B Fine Printing Co. | NONE | $10,965 | not reported in the loaded dataset | 2023 |
| John Wagner | TRUSTEE | $10,964 | not reported in the loaded dataset | 2023 |
| Frsecure | NONE | $10,100 | not reported in the loaded dataset | 2023 |
| Timothy Melia | TRUSTEE | $8,012 | not reported in the loaded dataset | 2023 |
| Ronald Petronella | TRUSTEE | $5,433 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Ufcw Int'L Union - Industry Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Oak Brook, IL
- Zenith American Solutions — Schedule C compensation
- Loomis Sayles And Co. — Schedule C compensation
- Pacific Investment Management Co — Schedule C compensation
- Baron Capital Management — Schedule C compensation
- Walter Scott & Partners Ltd — Schedule C compensation
- Hamilton Lane Advisors, LLC — Schedule C compensation
- Reinhart Boerner Van Deuren — Schedule C compensation
- Willliam Blair — Schedule C compensation
- The Segal Company, Inc — Schedule C compensation
- State Street Bank And Trust — Schedule C compensation
- Lsv Asset Management — Schedule C compensation
- Slevin & Hart — Schedule C compensation
- Lord, Abbett & Co. — Schedule C compensation
- Calibre Cpa Group Pllc — Schedule C compensation
- Stepstone — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Alliance Bernstein — Schedule C compensation
- Gcm Grosvenor — Schedule C compensation
- The Rock Creek — Schedule C compensation
- Milliman, Inc — Schedule C compensation
- Sommers And Fahrenbach, Inc — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- Prudential Insurance Company — Schedule C compensation
- Kelly Press, Inc — Schedule C compensation
- Medical Insurance Consulting Group, — Schedule C compensation
- Forefront Analtyics — Schedule C compensation
- Segal Select Insurance Services — Schedule C compensation
- Parametric — Schedule C compensation
- Adelman & Gettleman, Ltd — Schedule C compensation
- Lazard Asset Management LLC — Schedule C compensation
- Jacobs, Burns, Orlove & Hernandez — Schedule C compensation
- Kpmg — Schedule C compensation
- Life Status 360 — Schedule C compensation
- Kenneth R. Boyd — Schedule C compensation
- R & B Fine Printing Co. — Schedule C compensation
- John Wagner — Schedule C compensation
- Frsecure — Schedule C compensation
- Timothy Melia — Schedule C compensation
- Ronald Petronella — Schedule C compensation