2023 Form 5500 filing — Felra & Ufcw Pension Plan
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 20241012092037NAL0046437490005) for Felra & Ufcw Pension Plan, reported by Board Of Trustees, Felra & Ufcw Pension under EIN 52-6128473 and plan number 001. It reports 42,869 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241012092037NAL0046437490005
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Felra & Ufcw Pension
- EIN
- 52-6128473
- Plan number
- 001
- Location
- Sparks, MD
- Participants
- 42,869
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,409,364,742
- Total liabilities (EOY)
- $2,518,495
- Net assets (EOY)
- $1,406,846,247
- Total income / additions
- $155,607,893
- Benefits paid
- $144,217,429
- Administrative expenses
- $7,619,797
- Total expenses
- $151,837,226
- Net increase / (decrease)
- $3,770,667
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Associated Administrators, LLC | NONE | $3,243,836 | not reported in the loaded dataset |
| Segal Select Insurance Services | NONE | $461,794 | $0 |
| Investment Performance Services | NONE | $269,282 | not reported in the loaded dataset |
| Pnc | NONE | $210,808 | $0 |
| Cheiron, Inc | NONE | $170,527 | not reported in the loaded dataset |
| Slevin & Hart | NONE | $131,525 | not reported in the loaded dataset |
| Calibre Cpa Group, Pllc | NONE | $100,570 | not reported in the loaded dataset |
| Segall, Bryant & Hamill | NONE | $89,895 | not reported in the loaded dataset |
| Groom Law Group | NONE | $43,132 | not reported in the loaded dataset |
| Comerica | NONE | $18,604 | not reported in the loaded dataset |