Ufcw No. Califiornia Employers Joint Pension Plan — Form 5500 plan (Board Of Trustees, Ufcw No. California Employers Joint Pension Plan)
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 No. Califiornia Employers Joint Pension Plan is a benefit plan reported by Board Of Trustees, Ufcw No. California Employers Joint Pension Plan under EIN 94-6313554 and plan number 001. The latest loaded filing year is 2023. The filing reports 136,709 participants and $2,948,345,439 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Ufcw No. California Employers Joint Pension Plan
- EIN
- 94-6313554
- Plan number
- 001
- Plan type
- 1
- Location
- Concord, CA
- Latest filing year
- 2023
- Participants
- 136,709
- End-of-year plan assets
- $2,948,345,439
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 136,709 | H, C | 20241104194912NAL0010687424001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,948,345,439
- Total liabilities (EOY)
- $15,386,998
- Net assets (EOY)
- $2,932,958,441
- Net assets (BOY)
- $2,944,439,711
Income & contributions
- Employer contributions
- $211,479,063
- Total contributions
- $211,479,063
- Total income / additions
- $473,545,488
Expenses & distributions
- Benefits paid
- $438,994,890
- Administrative expenses
- $46,031,868
- Total expenses
- $485,026,758
- Net increase / (decrease)
- -$11,481,270
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ufcw Group Administation LLC | SALARIED ADMINISTRATOR | $6,747,555 | not reported in the loaded dataset | 2023 |
| Alcentra | NONE | $0 | $2,656,455 | 2023 |
| Crescent Credit Solutions Viii-A-2 | NONE | $0 | $1,995,973 | 2023 |
| Horizon Actuarial Services | NONE | $940,480 | not reported in the loaded dataset | 2023 |
| Eide Bailly Llp | NONE | $910,594 | not reported in the loaded dataset | 2023 |
| Northern Trust | NONE | $904,267 | $0 | 2023 |
| Pinnacle Associates Gp | NONE | $0 | $837,537 | 2023 |
| New England Pension Consultants LLC | NONE | $702,660 | not reported in the loaded dataset | 2023 |
| Pinnacle Asset Management | NONE | $0 | $692,263 | 2023 |
| Crescent European Specialty Lending | NONE | $0 | $621,759 | 2023 |
| Segal Company | NONE | $594,710 | not reported in the loaded dataset | 2023 |
| Lazard Emerging Market | NONE | $369,482 | $0 | 2023 |
| Jp Morgan Investment Management Inc | NONE | $368,445 | not reported in the loaded dataset | 2023 |
| Kaeftx Vii, LLC | NONE | $0 | $349,015 | 2023 |
| Seyfarth & Shaw | NONE | $343,134 | not reported in the loaded dataset | 2023 |
| American Realty - Galaxy I & Ii | NONE | $324,913 | not reported in the loaded dataset | 2023 |
| Wells Capital (All Springs) | NONE | $264,222 | $36,407 | 2023 |
| Lsv Asset Management | NONE | $298,834 | not reported in the loaded dataset | 2023 |
| Nis Dynamic | NONE | $290,518 | not reported in the loaded dataset | 2023 |
| Segal, Bryant & Hamill, LLC | NONE | $255,899 | $32,749 | 2023 |
| Blackrock | NONE | $287,495 | $0 | 2023 |
| Mccracken, Stemmerman & Hollsberry | NONE | $245,191 | not reported in the loaded dataset | 2023 |
| Crescent Messanine Vii | NONE | $0 | $226,547 | 2023 |
| Ufcw Local #5 | SPONSOR | $183,307 | not reported in the loaded dataset | 2023 |
| Kayne Anderson Real Estate Advisors | NONE | $0 | $166,932 | 2023 |
| Kaeftx Viii, LLC | NONE | $0 | $152,041 | 2023 |
| Ufcw Local #8 | SPONSOR | $128,720 | not reported in the loaded dataset | 2023 |
| Parametric | NONE | $109,622 | not reported in the loaded dataset | 2023 |
| Prudential Insurance Company | NONE | $0 | $87,810 | 2023 |
| Crescent Messanine Vi | NONE | $0 | $41,275 | 2023 |
| Ufcw Local #648 | SPONSOR | $31,390 | not reported in the loaded dataset | 2023 |
| Warburg Pincus, LLC | NONE | $0 | $14,548 | 2023 |
| John Frahm | TRUSTEE | $10,076 | not reported in the loaded dataset | 2023 |
| Penny Schumacher | TRUSTEE | $9,274 | not reported in the loaded dataset | 2023 |
| Kelly Presley | TRUSTEE | $7,596 | not reported in the loaded dataset | 2023 |
| Oscar Orozco | TRUSTEE | $6,338 | not reported in the loaded dataset | 2023 |
| Mellon Investments Corporation | NONE | $5,931 | $0 | 2023 |
| Tara Locaso | TRUSTEE | $5,779 | not reported in the loaded dataset | 2023 |
| Kaeftx Vi, LLC | NONE | $0 | $5,697 | 2023 |
| Joseph Ambrosi | TRUSTEE | $5,578 | not reported in the loaded dataset | 2023 |
| Brent Bohn | TRUSTEE | $5,565 | not reported in the loaded dataset | 2023 |
| Kevin Sears | TRUSTEE | $5,053 | not reported in the loaded dataset | 2023 |
| Ufcw Local #480 | SPONSOR | $5,040 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Ufcw No. California Employers Joint Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Concord, CA
- Ufcw Group Administation LLC — Schedule C compensation
- Alcentra — Schedule C compensation
- Crescent Credit Solutions Viii-A-2 — Schedule C compensation
- Horizon Actuarial Services — Schedule C compensation
- Eide Bailly Llp — Schedule C compensation
- Northern Trust — Schedule C compensation
- Pinnacle Associates Gp — Schedule C compensation
- New England Pension Consultants LLC — Schedule C compensation
- Pinnacle Asset Management — Schedule C compensation
- Crescent European Specialty Lending — Schedule C compensation
- Segal Company — Schedule C compensation
- Lazard Emerging Market — Schedule C compensation
- Jp Morgan Investment Management Inc — Schedule C compensation
- Kaeftx Vii, LLC — Schedule C compensation
- Seyfarth & Shaw — Schedule C compensation
- American Realty - Galaxy I & Ii — Schedule C compensation
- Wells Capital (All Springs) — Schedule C compensation
- Lsv Asset Management — Schedule C compensation
- Nis Dynamic — Schedule C compensation
- Segal, Bryant & Hamill, LLC — Schedule C compensation
- Blackrock — Schedule C compensation
- Mccracken, Stemmerman & Hollsberry — Schedule C compensation
- Crescent Messanine Vii — Schedule C compensation
- Ufcw Local #5 — Schedule C compensation
- Kayne Anderson Real Estate Advisors — Schedule C compensation
- Kaeftx Viii, LLC — Schedule C compensation
- Ufcw Local #8 — Schedule C compensation
- Parametric — Schedule C compensation
- Prudential Insurance Company — Schedule C compensation
- Crescent Messanine Vi — Schedule C compensation
- Ufcw Local #648 — Schedule C compensation
- Warburg Pincus, LLC — Schedule C compensation
- John Frahm — Schedule C compensation
- Penny Schumacher — Schedule C compensation
- Kelly Presley — Schedule C compensation
- Oscar Orozco — Schedule C compensation
- Mellon Investments Corporation — Schedule C compensation
- Tara Locaso — Schedule C compensation
- Kaeftx Vi, LLC — Schedule C compensation
- Joseph Ambrosi — Schedule C compensation
- Brent Bohn — Schedule C compensation
- Kevin Sears — Schedule C compensation
- Ufcw Local #480 — Schedule C compensation