2023 Form 5500 filing — Ufcw-Giant Variable Annuity 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 20241014091748NAL0026890193005) for Ufcw-Giant Variable Annuity Fund, reported by Board Of Trustees Ufcw-Giant Variable Annuity Fund under EIN 86-2048100 and plan number 001. It reports 10,345 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014091748NAL0026890193005
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Board Of Trustees Ufcw-Giant Variable Annuity Fund
- EIN
- 86-2048100
- Plan number
- 001
- Location
- Sparks, MD
- Participants
- 10,345
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $40,141,231
- Total liabilities (EOY)
- $438,303
- Net assets (EOY)
- $39,702,928
- Employer contributions
- $11,391,184
- Total income / additions
- $13,331,319
- Administrative expenses
- $2,624,201
- Total expenses
- $2,624,201
- Net increase / (decrease)
- $10,707,118
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Associated Administrators, LLC | NONE | $631,239 | not reported in the loaded dataset |
| Proskauer Rose Llp | NONE | $390,207 | not reported in the loaded dataset |
| Slevin & Hart | NONE | $226,996 | not reported in the loaded dataset |
| Cheiron Inc | NONE | $191,134 | not reported in the loaded dataset |
| Investment Performance Services | NONE | $131,920 | not reported in the loaded dataset |
| Calibre Cpa Group, Pllc | NONE | $30,901 | not reported in the loaded dataset |