2023 Form 5500 filing — Ufcw 360 Shop Rite 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 20241011174506NAL0012823699001) for Ufcw 360 Shop Rite Pension Fund, reported by Ufcw 360 Shop Rite Pension Fund under EIN 26-4416251 and plan number 001. It reports 3,764 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011174506NAL0012823699001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Ufcw 360 Shop Rite Pension Fund
- EIN
- 26-4416251
- Plan number
- 001
- Location
- Pittsburgh, PA
- Participants
- 3,764
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,959,352
- Total liabilities (EOY)
- $79,565
- Net assets (EOY)
- $28,879,787
- Employer contributions
- $2,062,332
- Total income / additions
- $4,982,307
- Benefits paid
- $1,029,140
- Administrative expenses
- $516,289
- Total expenses
- $1,545,429
- Net increase / (decrease)
- $3,436,878
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zenith American | NONE | $189,945 | not reported in the loaded dataset |
| Baratz & Associates, P.A. | NONE | $53,400 | not reported in the loaded dataset |
| Cbiz Inc | NONE | $44,050 | not reported in the loaded dataset |
| Chevy Chase Trust Co | NONE | $25,304 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney | NONE | $10,000 | not reported in the loaded dataset |