2023 Form 5500 filing — Desert States Employers & Ufcw Unions 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 20241014125529NAL0026197937001) for Desert States Employers & Ufcw Unions Pension Plan, reported by Board Of Trustees, Desert States Employers & Ufcw under EIN 84-6277982 and plan number 001. It reports 48,107 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014125529NAL0026197937001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Desert States Employers & Ufcw
- EIN
- 84-6277982
- Plan number
- 001
- Location
- Phoenix, AZ
- Participants
- 48,107
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,005,171,309
- Total liabilities (EOY)
- $3,908,664
- Net assets (EOY)
- $1,001,262,645
- Employer contributions
- $32,737,671
- Total income / additions
- $119,293,165
- Benefits paid
- $63,308,568
- Administrative expenses
- $6,190,906
- Total expenses
- $69,499,474
- Net increase / (decrease)
- $49,793,691
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Southwest Service Administrators | NONE | $790,879 | not reported in the loaded dataset |
| The Northern Trust Bank | NONE | $440,216 | $0 |
| New England Pension Consultants | NONE | $437,458 | not reported in the loaded dataset |
| Bny Mellon | NONE | $399,937 | not reported in the loaded dataset |
| Jp Morgan Asset Management | NONE | $292,457 | not reported in the loaded dataset |
| Ullico Investment Advisors Inc | NONE | $254,829 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $200,000 | not reported in the loaded dataset |
| Horizon Actuarial Services, LLC | NONE | $199,464 | not reported in the loaded dataset |
| The Segal Company | NONE | $179,533 | not reported in the loaded dataset |
| Lsv | NONE | $143,099 | not reported in the loaded dataset |
| Prudential Insurance Co | NONE | $126,264 | $0 |
| Foundry Microcap | NONE | $111,617 | not reported in the loaded dataset |
| Lord Abbett & Co. LLC | NONE | $100,485 | $0 |
| Reinhart Boerner Van Duren S.C. | NONE | $93,199 | not reported in the loaded dataset |
| Parametric Portfolio Associates LLC | NONE | $75,000 | not reported in the loaded dataset |
| National Invt Svcs Of America LLC | NONE | $66,438 | not reported in the loaded dataset |
| Ullico Separate Account J | NONE | $57,502 | $0 |
| Capital Trust Financial Advisors | NONE | $40,769 | not reported in the loaded dataset |
| Mccracken Stemerman & Holsberry, Ll | NONE | $31,766 | not reported in the loaded dataset |
| Wedge Capital Management | NONE | $28,418 | not reported in the loaded dataset |
| Frsecure | NONE | $7,800 | not reported in the loaded dataset |