2023 Form 5500 filing — Ufcw Union Local No. 655, Food Employer'S Joint Pe
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 20241015161843NAL0015065939003) for Ufcw Union Local No. 655, Food Employer'S Joint Pe, reported by Board Of Trustees Of Ufcw Local 655, Food Employers Joint Pension Plan under EIN 43-6058365 and plan number 001. It reports 19,939 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015161843NAL0015065939003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Ufcw Local 655, Food Employers Joint Pension Plan
- EIN
- 43-6058365
- Plan number
- 001
- Location
- Ballwin, MO
- Participants
- 19,939
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $765,296,050
- Total liabilities (EOY)
- $362,000
- Net assets (EOY)
- $764,934,050
- Employer contributions
- $9,250,795
- Total income / additions
- $75,702,807
- Benefits paid
- $54,835,274
- Administrative expenses
- $3,423,568
- Total expenses
- $58,258,842
- Net increase / (decrease)
- $17,443,965
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Asb Capital Management LLC | NONE | $248,729 | not reported in the loaded dataset |
| Marco Consulting Group | NONE | $211,121 | not reported in the loaded dataset |
| Intech Investment Management LLC | NONE | $201,624 | $9,439 |
| The Segal Company | NONE | $193,158 | not reported in the loaded dataset |
| Smith Graham & Co | NONE | $151,911 | $11,986 |
| Susan Perney | EMPLOYEE | $145,680 | not reported in the loaded dataset |
| Segal Select Insurance Services | NONE | $136,664 | not reported in the loaded dataset |
| Boston Trust Walden Company | NONE | $136,658 | $0 |
| Sierra Investment Partners | NONE | $123,832 | not reported in the loaded dataset |
| Segall Bryant Hamill | NONE | $111,932 | not reported in the loaded dataset |
| Reinhart Law Office | NONE | $104,592 | not reported in the loaded dataset |
| Ufcw Local 655 | LOCAL | $62,522 | not reported in the loaded dataset |
| Tonia Wolff | EMPLOYEE | $60,643 | not reported in the loaded dataset |
| Comerica Bank | NONE | $51,492 | $6,717 |
| Kaitlyn M Mccrary | EMPLOYEE | $46,875 | not reported in the loaded dataset |
| Anders Minkler Huber Helm Llp | NONE | $45,777 | not reported in the loaded dataset |
| Hammond & Shinners Pc | NONE | $34,244 | not reported in the loaded dataset |
| Mci Printing Inc | NONE | $30,582 | not reported in the loaded dataset |
| Westerheide & Company | NONE | $22,524 | not reported in the loaded dataset |
| State Street Global Advisors Trust | NONE | $18,126 | $0 |