Ufcw Intl Union Pension Plan For Employees — Form 5500 plan (Executive Committee Of The U.F.C.W Intl Union)
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 Intl Union Pension Plan For Employees is a benefit plan reported by Executive Committee Of The U.F.C.W Intl Union under EIN 81-2741678 and plan number 001. The latest loaded filing year is 2023. The filing reports 7,900 participants and $1,139,248,178 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Executive Committee Of The U.F.C.W Intl Union
- EIN
- 81-2741678
- Plan number
- 001
- Plan type
- 1
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 7,900
- End-of-year plan assets
- $1,139,248,178
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,900 | H, C | 20250214092249NAL0024426625002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,139,248,178
- Total liabilities (EOY)
- $908,037
- Net assets (EOY)
- $1,138,340,141
- Net assets (BOY)
- $1,131,526,228
Income & contributions
- Employer contributions
- $42,905,021
- Participant contributions
- $7,226,940
- Total contributions
- $50,131,961
- Total income / additions
- $129,090,408
Expenses & distributions
- Benefits paid
- $116,690,473
- Administrative expenses
- $5,586,022
- Total expenses
- $122,276,495
- Net increase / (decrease)
- $6,813,913
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| United Food And Commercial Workers | EMPLOYER | $658,793 | not reported in the loaded dataset | 2023 |
| Bell Asset Management Limited | NONE | $574,448 | not reported in the loaded dataset | 2023 |
| Hardman Johnston | NONE | $368,675 | not reported in the loaded dataset | 2023 |
| Lsv Asset Management | NONE | $340,911 | not reported in the loaded dataset | 2023 |
| American Realty Advisors | NONE | $316,788 | not reported in the loaded dataset | 2023 |
| Cheiron Inc. | NONE | $248,653 | not reported in the loaded dataset | 2023 |
| Boston Trust & Investment Managemen | NONE | $247,621 | $0 | 2023 |
| Loomis Sayles | NONE | $233,654 | not reported in the loaded dataset | 2023 |
| Sterling United Properties | NONE | $221,389 | not reported in the loaded dataset | 2023 |
| Intercontinental Real Estate Corp | NONE | $214,033 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $213,042 | not reported in the loaded dataset | 2023 |
| Comerica | NONE | $201,425 | $0 | 2023 |
| Slevin & Hart | NONE | $198,266 | not reported in the loaded dataset | 2023 |
| Fuller & Thaler Asset Management | NONE | $191,667 | $0 | 2023 |
| Pacific Investment Managers | NONE | $164,468 | $0 | 2023 |
| Lord Abbett & Co | NONE | $152,317 | $0 | 2023 |
| Smith Graham | NONE | $115,921 | $0 | 2023 |
| National Investment Services, Inc. | NONE | $102,547 | not reported in the loaded dataset | 2023 |
| Blackrock Financial Management | NONE | $88,138 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group Pllc | NONE | $83,657 | not reported in the loaded dataset | 2023 |
| Entrust Partners LLC | NONE | $47,788 | not reported in the loaded dataset | 2023 |
| State Street Global | NONE | $46,542 | $0 | 2023 |
| Intech Investment Management LLC | NONE | $35,249 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Executive Committee Of The U.F.C.W Intl Union
- 2023 Form 5500 filing
- Form 5500 filings in DC
- 401(k) and benefit plan filings in Washington, DC
- United Food And Commercial Workers — Schedule C compensation
- Bell Asset Management Limited — Schedule C compensation
- Hardman Johnston — Schedule C compensation
- Lsv Asset Management — Schedule C compensation
- American Realty Advisors — Schedule C compensation
- Cheiron Inc. — Schedule C compensation
- Boston Trust & Investment Managemen — Schedule C compensation
- Loomis Sayles — Schedule C compensation
- Sterling United Properties — Schedule C compensation
- Intercontinental Real Estate Corp — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Comerica — Schedule C compensation
- Slevin & Hart — Schedule C compensation
- Fuller & Thaler Asset Management — Schedule C compensation
- Pacific Investment Managers — Schedule C compensation
- Lord Abbett & Co — Schedule C compensation
- Smith Graham — Schedule C compensation
- National Investment Services, Inc. — Schedule C compensation
- Blackrock Financial Management — Schedule C compensation
- Calibre Cpa Group Pllc — Schedule C compensation
- Entrust Partners LLC — Schedule C compensation
- State Street Global — Schedule C compensation
- Intech Investment Management LLC — Schedule C compensation