Ufcw International Union-Industry Variable Annuity Pension Plan — Form 5500 plan (Trustees Of The Ufcw International Union - Industry Variable Annuity P)
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 International Union-Industry Variable Annuity Pension Plan is a benefit plan reported by Trustees Of The Ufcw International Union - Industry Variable Annuity P under EIN 85-3177950 and plan number 001. The latest loaded filing year is 2023. The filing reports 53,291 participants and $228,038,887 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of The Ufcw International Union - Industry Variable Annuity P
- EIN
- 85-3177950
- Plan number
- 001
- Plan type
- 1
- Location
- Oak Brook, IL
- Latest filing year
- 2023
- Participants
- 53,291
- End-of-year plan assets
- $228,038,887
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 53,291 | H, C | 20250414213439NAL0002371041002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $228,038,887
- Total liabilities (EOY)
- $494,228
- Net assets (EOY)
- $227,544,659
- Net assets (BOY)
- $173,442,555
Income & contributions
- Employer contributions
- $47,787,665
- Total contributions
- $47,787,665
- Total income / additions
- $63,009,012
Expenses & distributions
- Benefits paid
- $2,533,801
- Administrative expenses
- $6,373,107
- Total expenses
- $8,906,908
- Net increase / (decrease)
- $54,102,104
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith American Solutions | NONE | $1,996,343 | not reported in the loaded dataset | 2023 |
| Milliman, Inc. | NONE | $684,777 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $519,936 | not reported in the loaded dataset | 2023 |
| Reinhart Boerner Van Deuren, S.C. | NONE | $228,708 | not reported in the loaded dataset | 2023 |
| Slevin & Hart, P.C. | NONE | $217,372 | not reported in the loaded dataset | 2023 |
| Loomis Sayles & Co | NONE | $170,542 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services | NONE | $0 | $106,778 | 2023 |
| Income Research & Management | NONE | $72,138 | not reported in the loaded dataset | 2023 |
| Hamilton Lane Advisors LLC | NONE | $0 | $65,019 | 2023 |
| Sommers & Fahrenbach, Inc. | NONE | $50,791 | not reported in the loaded dataset | 2023 |
| Novak Francella LLC | NONE | $50,592 | not reported in the loaded dataset | 2023 |
| State Street Bank And Trust Co. | NONE | $50,000 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $40,000 | not reported in the loaded dataset | 2023 |
| Ira F. Jaffe, Esq. | NONE | $24,000 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors | NONE | $14,940 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of The Ufcw International Union - Industry Variable Annuity P
- 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
- Milliman, Inc. — Schedule C compensation
- The Segal Company — Schedule C compensation
- Reinhart Boerner Van Deuren, S.C. — Schedule C compensation
- Slevin & Hart, P.C. — Schedule C compensation
- Loomis Sayles & Co — Schedule C compensation
- Segal Select Insurance Services — Schedule C compensation
- Income Research & Management — Schedule C compensation
- Hamilton Lane Advisors LLC — Schedule C compensation
- Sommers & Fahrenbach, Inc. — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- State Street Bank And Trust Co. — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Ira F. Jaffe, Esq. — Schedule C compensation
- State Street Global Advisors — Schedule C compensation