Southern California Ufcw Unions And Food Employers Joint Pension Trust Fund — Form 5500 plan (Board Of Trustees, So Ca Ufcw Unions & Food Employers)
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, Southern California Ufcw Unions And Food Employers Joint Pension Trust Fund is a benefit plan reported by Board Of Trustees, So Ca Ufcw Unions & Food Employers under EIN 95-1939092 and plan number 001. The latest loaded filing year is 2023. The filing reports 191,280 participants and $5,233,959,073 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, So Ca Ufcw Unions & Food Employers
- EIN
- 95-1939092
- Plan number
- 001
- Plan type
- 1
- Location
- Cypress, CA
- Latest filing year
- 2023
- Participants
- 191,280
- End-of-year plan assets
- $5,233,959,073
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 191,280 | H, C | 20250110115508NAL0028606466001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,233,959,073
- Total liabilities (EOY)
- $5,318,668
- Net assets (EOY)
- $5,228,640,405
- Net assets (BOY)
- $4,917,976,630
Income & contributions
- Employer contributions
- $310,425,451
- Total contributions
- $310,425,451
- Total income / additions
- $856,453,643
Expenses & distributions
- Benefits paid
- $515,044,179
- Administrative expenses
- $30,745,689
- Total expenses
- $545,789,868
- Net increase / (decrease)
- $310,663,775
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sc Ufcw Administration LLC | NONE | $6,730,435 | not reported in the loaded dataset | 2023 |
| Meketa Investment Group | NONE | $1,222,202 | not reported in the loaded dataset | 2023 |
| Bny Mellon Investment Adviser Inc | NONE | $1,203,602 | not reported in the loaded dataset | 2023 |
| Horizon Actuarial Services, LLC | NONE | $964,871 | not reported in the loaded dataset | 2023 |
| J.P. Morgan Investment Mgmt Inc. | NONE | $949,095 | not reported in the loaded dataset | 2023 |
| Victory Capital | NONE | $821,736 | $0 | 2023 |
| Acadian Asset Management | NONE | $793,828 | not reported in the loaded dataset | 2023 |
| Kayne Anderson | NONE | $712,096 | $0 | 2023 |
| Patterson Capital Management | NONE | $641,202 | not reported in the loaded dataset | 2023 |
| Artisan Partners | NONE | $639,999 | $0 | 2023 |
| Dra Advisors | NONE | $602,867 | not reported in the loaded dataset | 2023 |
| American Realty Advisors | NONE | $582,694 | not reported in the loaded dataset | 2023 |
| The Segal Co. (Ws) Inc. | NONE | $560,743 | not reported in the loaded dataset | 2023 |
| Seyfarth Shaw | NONE | $546,913 | not reported in the loaded dataset | 2023 |
| Schwartz, Steinsapir, Dohrmann | NONE | $391,734 | not reported in the loaded dataset | 2023 |
| Northern Trust Capital Management | NONE | $384,561 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | NONE | $312,077 | not reported in the loaded dataset | 2023 |
| Ubs Realty Investors LLC | NONE | $291,826 | not reported in the loaded dataset | 2023 |
| Rockpoint Real Estate Fund Vi Fr,Lp | NONE | $262,706 | $0 | 2023 |
| Miller Kaplan Arase Llp | NONE | $188,997 | not reported in the loaded dataset | 2023 |
| Marsh & Mclennan Agency LLC | NONE | $0 | $147,052 | 2023 |
| Rockpoint Real Estate Fund V, Lp | NONE | $128,875 | not reported in the loaded dataset | 2023 |
| Intercontinental Real Estate Corp | NONE | $65,027 | not reported in the loaded dataset | 2023 |
| Adaptivedge LLC | NONE | $56,361 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors | NONE | $51,125 | $0 | 2023 |
| 1111 Systems | NONE | $43,566 | not reported in the loaded dataset | 2023 |
| Skiff & Associates Consulting Inc. | NONE | $39,496 | not reported in the loaded dataset | 2023 |
| Matrix Group International Inc. | NONE | $36,112 | not reported in the loaded dataset | 2023 |
| Sirius Computer Solutions Inc. | NONE | $32,557 | not reported in the loaded dataset | 2023 |
| Kofax Inc. | NONE | $25,713 | not reported in the loaded dataset | 2023 |
| Computacenter Fusionstorm Inc | NONE | $21,081 | not reported in the loaded dataset | 2023 |
| Xtivia Inc. | NONE | $20,873 | not reported in the loaded dataset | 2023 |
| Abel Noser Solutions | NONE | $15,750 | not reported in the loaded dataset | 2023 |
| Wells Fargo Bank Na | NONE | $15,472 | not reported in the loaded dataset | 2023 |
| Erisa Advisory Group | NONE | $12,333 | not reported in the loaded dataset | 2023 |
| Gartner Inc | NONE | $11,219 | not reported in the loaded dataset | 2023 |
| Snow Software Inc | NONE | $8,468 | not reported in the loaded dataset | 2023 |
| Blytheco Inc. | NONE | $7,106 | not reported in the loaded dataset | 2023 |
| Open Text Inc | NONE | $6,691 | not reported in the loaded dataset | 2023 |
| Flagship Pioneering Fund Inc | NONE | $6,557 | not reported in the loaded dataset | 2023 |
| Chubb | NONE | $5,817 | not reported in the loaded dataset | 2023 |
| Getbridge LLC | NONE | $5,756 | not reported in the loaded dataset | 2023 |
| Adp | NONE | $5,721 | not reported in the loaded dataset | 2023 |
| Gmi | NONE | $5,020 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, So Ca Ufcw Unions & Food Employers
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Cypress, CA
- Sc Ufcw Administration LLC — Schedule C compensation
- Meketa Investment Group — Schedule C compensation
- Bny Mellon Investment Adviser Inc — Schedule C compensation
- Horizon Actuarial Services, LLC — Schedule C compensation
- J.P. Morgan Investment Mgmt Inc. — Schedule C compensation
- Victory Capital — Schedule C compensation
- Acadian Asset Management — Schedule C compensation
- Kayne Anderson — Schedule C compensation
- Patterson Capital Management — Schedule C compensation
- Artisan Partners — Schedule C compensation
- Dra Advisors — Schedule C compensation
- American Realty Advisors — Schedule C compensation
- The Segal Co. (Ws) Inc. — Schedule C compensation
- Seyfarth Shaw — Schedule C compensation
- Schwartz, Steinsapir, Dohrmann — Schedule C compensation
- Northern Trust Capital Management — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Ubs Realty Investors LLC — Schedule C compensation
- Rockpoint Real Estate Fund Vi Fr,Lp — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Marsh & Mclennan Agency LLC — Schedule C compensation
- Rockpoint Real Estate Fund V, Lp — Schedule C compensation
- Intercontinental Real Estate Corp — Schedule C compensation
- Adaptivedge LLC — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- 1111 Systems — Schedule C compensation
- Skiff & Associates Consulting Inc. — Schedule C compensation
- Matrix Group International Inc. — Schedule C compensation
- Sirius Computer Solutions Inc. — Schedule C compensation
- Kofax Inc. — Schedule C compensation
- Computacenter Fusionstorm Inc — Schedule C compensation
- Xtivia Inc. — Schedule C compensation
- Abel Noser Solutions — Schedule C compensation
- Wells Fargo Bank Na — Schedule C compensation
- Erisa Advisory Group — Schedule C compensation
- Gartner Inc — Schedule C compensation
- Snow Software Inc — Schedule C compensation
- Blytheco Inc. — Schedule C compensation
- Open Text Inc — Schedule C compensation
- Flagship Pioneering Fund Inc — Schedule C compensation
- Chubb — Schedule C compensation
- Getbridge LLC — Schedule C compensation
- Adp — Schedule C compensation
- Gmi — Schedule C compensation