Ufcw-Giant Variable Annuity Fund — Form 5500 plan (Board Of Trustees Ufcw-Giant Variable Annuity 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, Ufcw-Giant Variable Annuity Fund is a benefit plan reported by Board Of Trustees Ufcw-Giant Variable Annuity Fund under EIN 86-2048100 and plan number 001. The latest loaded filing year is 2023. The filing reports 10,345 participants and $40,141,231 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Ufcw-Giant Variable Annuity Fund
- EIN
- 86-2048100
- Plan number
- 001
- Plan type
- 2
- Location
- Sparks, MD
- Latest filing year
- 2023
- Participants
- 10,345
- End-of-year plan assets
- $40,141,231
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 10,345 | H, C | 20241014091748NAL0026890193005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $40,141,231
- Total liabilities (EOY)
- $438,303
- Net assets (EOY)
- $39,702,928
- Net assets (BOY)
- $28,995,810
Income & contributions
- Employer contributions
- $11,391,184
- Total contributions
- $11,391,184
- Total income / additions
- $13,331,319
Expenses & distributions
- Administrative expenses
- $2,624,201
- Total expenses
- $2,624,201
- Net increase / (decrease)
- $10,707,118
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Associated Administrators, LLC | NONE | $631,239 | not reported in the loaded dataset | 2023 |
| Proskauer Rose Llp | NONE | $390,207 | not reported in the loaded dataset | 2023 |
| Slevin & Hart | NONE | $226,996 | not reported in the loaded dataset | 2023 |
| Cheiron Inc | NONE | $191,134 | not reported in the loaded dataset | 2023 |
| Investment Performance Services | NONE | $131,920 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group, Pllc | NONE | $30,901 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Ufcw-Giant Variable Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Sparks, MD
- Associated Administrators, LLC — Schedule C compensation
- Proskauer Rose Llp — Schedule C compensation
- Slevin & Hart — Schedule C compensation
- Cheiron Inc — Schedule C compensation
- Investment Performance Services — Schedule C compensation
- Calibre Cpa Group, Pllc — Schedule C compensation