2023 Form 5500 filing — Ufcw Local 23 & Giant Eagle 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 20241015084034NAL0056659106001) for Ufcw Local 23 & Giant Eagle Pension Fund, reported by Board Of Trustees Ufcw Local 23 & Giant Eagle Pension Fund under EIN 25-6107185 and plan number 001. It reports 7,615 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015084034NAL0056659106001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Ufcw Local 23 & Giant Eagle Pension Fund
- EIN
- 25-6107185
- Plan number
- 001
- Location
- Wexford, PA
- Participants
- 7,615
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $73,502,894
- Total liabilities (EOY)
- $60,283
- Net assets (EOY)
- $73,442,611
- Employer contributions
- $4,383,045
- Total income / additions
- $11,747,042
- Benefits paid
- $7,412,915
- Administrative expenses
- $857,857
- Total expenses
- $8,270,772
- Net increase / (decrease)
- $3,476,270
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Beacon Administrators & Consultants | NONE | $117,780 | not reported in the loaded dataset |
| Meyer, Unkovic & Scott | NONE | $88,427 | not reported in the loaded dataset |
| Usi Consulting Group | NONE | $76,175 | not reported in the loaded dataset |
| Investment Consulting Services, LLC | NONE | $65,000 | not reported in the loaded dataset |
| Intercontinental Real Estate Corp | NONE | $48,729 | not reported in the loaded dataset |
| Commerce Bank | NONE | $23,852 | not reported in the loaded dataset |
| Ubs Realty Investors | NONE | $21,324 | not reported in the loaded dataset |
| Richmond Capital Management | NONE | $19,642 | not reported in the loaded dataset |
| Diclaudio & Kramer, LLC | NONE | $19,074 | not reported in the loaded dataset |
| Pnc Bank | NONE | $13,899 | $0 |
| Segal Select Insurance | NONE | $0 | $10,025 |