2023 Form 5500 filing — Alaska United Food & Commercial Workers 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 20241014225701NAL0054188866001) for Alaska United Food & Commercial Workers Pension Fund, reported by Ak Ufcw Pension Fund Board Of Trustees under EIN 91-6123694 and plan number 001. It reports 5,980 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014225701NAL0054188866001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Ak Ufcw Pension Fund Board Of Trustees
- EIN
- 91-6123694
- Plan number
- 001
- Location
- Tualatin, OR
- Participants
- 5,980
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $198,054,352
- Total liabilities (EOY)
- $118,447
- Net assets (EOY)
- $197,935,905
- Employer contributions
- $5,119,965
- Total income / additions
- $25,796,829
- Benefits paid
- $19,916,599
- Administrative expenses
- $1,353,901
- Total expenses
- $21,270,500
- Net increase / (decrease)
- $4,526,329
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Labor Trust Services, Inc. | PARTICIPANTING EMPLOYER | $219,503 | not reported in the loaded dataset |
| Jpmorgan Chase Bank, National Assoc | NONE | $196,339 | not reported in the loaded dataset |
| Rael & Letson | NONE | $195,031 | not reported in the loaded dataset |
| Meketa Investment Group, Inc | NONE | $150,000 | not reported in the loaded dataset |
| Ullico Infrastructure | NONE | $135,579 | $0 |
| Anastasi, Moore & Martin, Pllc | NONE | $45,740 | not reported in the loaded dataset |
| Barlow,Coughran,Morales & Josephson | NONE | $36,411 | not reported in the loaded dataset |
| Clifton Larson Allen Llp | NONE | $32,462 | not reported in the loaded dataset |
| Us Bank, National Association | NONE | $17,146 | not reported in the loaded dataset |
| Aberdeen Standard Investments Inc. | NONE | $6,792 | $0 |