2023 Form 5500 filing — Ufcw Union Local 919 & Contributing Employers' Food Pension Fund
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241010122254NAL0011454195001) for Ufcw Union Local 919 & Contributing Employers' Food Pension Fund, reported by Ufcw Union Local 919 & Contributing Empl Pension under EIN 06-1065206 and plan number 001. It reports 12,623 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010122254NAL0011454195001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Ufcw Union Local 919 & Contributing Empl Pension
- EIN
- 06-1065206
- Plan number
- 001
- Location
- Farmington, CT
- Participants
- 12,623
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $449,708,657
- Total liabilities (EOY)
- $485,322
- Net assets (EOY)
- $449,223,335
- Employer contributions
- $8,405,893
- Total income / additions
- $53,506,198
- Benefits paid
- $19,578,356
- Administrative expenses
- $4,151,251
- Total expenses
- $23,729,607
- Net increase / (decrease)
- $29,776,591
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Segal Company | NONE | $274,210 | $0 |
| Panagora | NONE | $256,181 | $0 |
| Hamilton Lane Advisors, LLC | NONE | $0 | $201,917 |
| Sterling Organization LLC | NONE | $194,640 | not reported in the loaded dataset |
| Lsv Asset Management Intrnational | NONE | $164,849 | not reported in the loaded dataset |
| Wedge Capital Management | NONE | $159,992 | $0 |
| New Tower Trust Company | NONE | $0 | $158,822 |
| Western Asset Management | NONE | $147,257 | not reported in the loaded dataset |
| Rock Creek Group | NONE | $0 | $146,734 |
| Segal Marco Advisors | NONE | $145,000 | not reported in the loaded dataset |
| Bny Mellon | NONE | $129,509 | not reported in the loaded dataset |
| Prudential Insurance Company | NONE | $110,302 | $0 |
| Intercontinental Re Corp. | NONE | $88,999 | not reported in the loaded dataset |
| Intech Investment Management Group | NONE | $81,252 | not reported in the loaded dataset |
| Employee 3 | EMPLOYEE | $77,943 | not reported in the loaded dataset |
| Loomis Sayles & Company, L.P. | NONE | $77,602 | not reported in the loaded dataset |
| Semo Law Group | NONE | $60,000 | not reported in the loaded dataset |
| Employee 6 | EMPLOYEE | $37,413 | not reported in the loaded dataset |
| Employee 5 | EMPLOYEE | $36,905 | not reported in the loaded dataset |
| Employee 1 | EMPLOYEE | $36,297 | not reported in the loaded dataset |
| Novak Francella, LLC | NONE | $33,950 | not reported in the loaded dataset |
| Employee 4 | EMPLOYEE | $31,299 | not reported in the loaded dataset |
| Employee 2 | EMPLOYEE | $26,425 | not reported in the loaded dataset |
| Magnani Graphics | NONE | $19,334 | not reported in the loaded dataset |
| Segal Select Insurance Services | NONE | $0 | $12,753 |
| Bank Of America | NONE | $12,693 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies LLC | NONE | $11,614 | not reported in the loaded dataset |
| Automated Data Processing Inc | NONE | $10,023 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $5,115 | not reported in the loaded dataset |
| The Bank Of New York Mellon | NONE | $0 | $0 |