Ufcw Unions And Participating Employers Pension Plan — Form 5500 plan (Board Of Trustees The Ufcw Unions And Participating Employers 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, Ufcw Unions And Participating Employers Pension Plan is a benefit plan reported by Board Of Trustees The Ufcw Unions And Participating Employers Pension under EIN 52-6117495 and plan number 002. The latest loaded filing year is 2023. The filing reports 11,809 participants and $101,127,273 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees The Ufcw Unions And Participating Employers Pension
- EIN
- 52-6117495
- Plan number
- 002
- Plan type
- 1
- Location
- Landover, MD
- Latest filing year
- 2023
- Participants
- 11,809
- End-of-year plan assets
- $101,127,273
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 11,809 | H, C | 20241015144154NAL0030019457001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $101,127,273
- Total liabilities (EOY)
- $852,036
- Net assets (EOY)
- $100,275,237
- Net assets (BOY)
- $104,370,860
Income & contributions
- Employer contributions
- $5,279,285
- Total contributions
- $5,279,285
- Total income / additions
- $13,391,019
Expenses & distributions
- Benefits paid
- $15,315,805
- Administrative expenses
- $2,170,837
- Total expenses
- $17,486,642
- Net increase / (decrease)
- -$4,095,623
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Associated Administrators LLC | NONE | $665,442 | not reported in the loaded dataset | 2023 |
| Cheiron Inc | NONE | $156,661 | not reported in the loaded dataset | 2023 |
| Slevin Hart Pc | NONE | $143,839 | not reported in the loaded dataset | 2023 |
| Hamilton Lane Partners | NONE | $98,107 | not reported in the loaded dataset | 2023 |
| Intercontinental Real Estate Corpor | NONE | $95,773 | not reported in the loaded dataset | 2023 |
| Investment Performance Service | NONE | $90,000 | not reported in the loaded dataset | 2023 |
| Morgan Lewis & Bockius Llp | NONE | $89,793 | not reported in the loaded dataset | 2023 |
| Loomis Sayles | NONE | $67,522 | not reported in the loaded dataset | 2023 |
| Johnston Global Advisors | NONE | $63,055 | not reported in the loaded dataset | 2023 |
| Wedge Capital Management Lp | NONE | $55,827 | $0 | 2023 |
| Withumsmith+Brown | NONE | $55,574 | not reported in the loaded dataset | 2023 |
| Westfield Capital Management | NONE | $33,719 | $0 | 2023 |
| Chartwell Investment Partners LLC | NONE | $27,607 | not reported in the loaded dataset | 2023 |
| Segall Bryant & Hamill | NONE | $19,021 | not reported in the loaded dataset | 2023 |
| Pnc | NONE | $10,598 | not reported in the loaded dataset | 2023 |
| Loeffler Labor Consultants | NONE | $5,250 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees The Ufcw Unions And Participating Employers Pension
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Landover, MD
- Associated Administrators LLC — Schedule C compensation
- Cheiron Inc — Schedule C compensation
- Slevin Hart Pc — Schedule C compensation
- Hamilton Lane Partners — Schedule C compensation
- Intercontinental Real Estate Corpor — Schedule C compensation
- Investment Performance Service — Schedule C compensation
- Morgan Lewis & Bockius Llp — Schedule C compensation
- Loomis Sayles — Schedule C compensation
- Johnston Global Advisors — Schedule C compensation
- Wedge Capital Management Lp — Schedule C compensation
- Withumsmith+Brown — Schedule C compensation
- Westfield Capital Management — Schedule C compensation
- Chartwell Investment Partners LLC — Schedule C compensation
- Segall Bryant & Hamill — Schedule C compensation
- Pnc — Schedule C compensation
- Loeffler Labor Consultants — Schedule C compensation