2023 Form 5500 filing — Ufcw Local 1262 & Employers 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 20241014134140NAL0052494754003) for Ufcw Local 1262 & Employers Pension Fund, reported by Trustees Ufcw Local 1262 Pension Fund under EIN 22-6074414 and plan number 001. It reports 26,281 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014134140NAL0052494754003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Ufcw Local 1262 Pension Fund
- EIN
- 22-6074414
- Plan number
- 001
- Location
- Clifton, NJ
- Participants
- 26,281
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $971,274,727
- Total liabilities (EOY)
- $1,648,962
- Net assets (EOY)
- $969,625,765
- Employer contributions
- $24,979,810
- Total income / additions
- $87,877,062
- Benefits paid
- $70,493,718
- Administrative expenses
- $6,604,168
- Total expenses
- $77,097,886
- Net increase / (decrease)
- $10,779,176
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Hardman Johnston Global Advisors | NONE | $826,584 | not reported in the loaded dataset |
| Intercontinental Real Estate Corp | NONE | $576,724 | not reported in the loaded dataset |
| Great Lakes Advisors | NONE | $510,879 | not reported in the loaded dataset |
| Fred Alger Management , Inc. | NONE | $345,211 | $0 |
| Wedge Capital Management Llp | NONE | $280,462 | $0 |
| Cheiron, Inc. | NONE | $277,816 | not reported in the loaded dataset |
| American Realty Advisors | NONE | $232,205 | not reported in the loaded dataset |
| Us Bank | NONE | $197,024 | $0 |
| Investment Performance Services, Ll | NONE | $175,000 | not reported in the loaded dataset |
| Robert Geremino | EMPLOYEE | $171,716 | not reported in the loaded dataset |
| Morgan, Lewis & Bockius, Llp | NONE | $170,260 | not reported in the loaded dataset |
| Ufcw Local 1262 | NONE | $160,067 | not reported in the loaded dataset |
| Ann Marie Schoenig | EMPLOYEE | $158,901 | not reported in the loaded dataset |
| Chevy Chase Trust Company | NONE | $142,823 | not reported in the loaded dataset |
| Asb Capital Management, LLC | NONE | $142,823 | not reported in the loaded dataset |
| Ronald F Uricks | EMPLOYEE | $141,643 | not reported in the loaded dataset |
| Tina Marie Gomez | EMPLOYEE | $116,166 | not reported in the loaded dataset |
| Lisa Aliberti | EMPLOYEE | $115,543 | not reported in the loaded dataset |
| Dineen Rodriguez | EMPLOYEE | $111,447 | not reported in the loaded dataset |
| Ashley Palencia | EMPLOYEE | $109,617 | not reported in the loaded dataset |
| Sonya Ivette Rivera | EMPLOYEE | $109,525 | not reported in the loaded dataset |
| Adrienne Roake | EMPLOYEE | $107,060 | not reported in the loaded dataset |
| Frank M Vaccaro & Associates, Inc. | NONE | $99,758 | not reported in the loaded dataset |
| Patricia Presto | EMPLOYEE | $92,824 | not reported in the loaded dataset |
| Wendy Weiss | EMPLOYEE | $84,977 | not reported in the loaded dataset |
| Seix Investment Advisors, LLC | NONE | $84,428 | not reported in the loaded dataset |
| Judine Hedge | EMPLOYEE | $82,678 | not reported in the loaded dataset |
| Kathleen Delgado | EMPLOYEE | $80,841 | not reported in the loaded dataset |
| Jessica Steinfeld | EMPLOYEE | $80,259 | not reported in the loaded dataset |
| Michael Murray | EMPLOYEE | $79,458 | not reported in the loaded dataset |
| Jeanette Pichardo | EMPLOYEE | $78,061 | not reported in the loaded dataset |
| Segall,Bryant & Hamill LLC | NONE | $76,848 | not reported in the loaded dataset |
| Lorraine Lopiccolo | EMPLOYEE | $74,900 | not reported in the loaded dataset |
| Sarah Marshall | EMPLOYEE | $72,053 | not reported in the loaded dataset |
| Kelvin Jones | EMPLOYEE | $64,710 | not reported in the loaded dataset |
| Nia Beauvais | EMPLOYEE | $61,047 | not reported in the loaded dataset |
| Paul Tagliareni | EMPLOYEE | $58,257 | not reported in the loaded dataset |
| Novak Francella, LLC | NONE | $55,000 | not reported in the loaded dataset |
| Access Information Management | NONE | $48,649 | not reported in the loaded dataset |
| Kaitlin Rodriguez | EMPLOYEE | $48,330 | not reported in the loaded dataset |
| Michele Cirasuolo | EMPLOYEE | $32,992 | not reported in the loaded dataset |
| Meranze, Katz & Gaudioso | NONE | $27,077 | not reported in the loaded dataset |
| Kelly Press | NONE | $23,152 | not reported in the loaded dataset |
| Kramer Warner Associates | NONE | $0 | $15,389 |
| Ocean Computer Group, Inc. | NONE | $11,888 | not reported in the loaded dataset |
| Life Status 360 | NONE | $8,620 | not reported in the loaded dataset |
| Wells Fargo | NONE | $7,527 | not reported in the loaded dataset |
| Pension Benefit Information, LLC | NONE | $7,333 | not reported in the loaded dataset |